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Vice President, Head of Trust Administration

Osaic
Las Vegas, NV Full Time
POSTED ON 12/18/2024
AVAILABLE BEFORE 2/18/2025

Trust Administration Leader Opportunity in Financial Services

Vice President, Head of Trust Administration (Premier Trust)

Location(s): Las Vegas, NV

Role Type: Full time

Salary: $140,000 - $150,000 per year annual bonus.

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The primary responsibility for this position is to lead the Trust Administration of Premier Trust, Inc. This role includes accountability for the administration of the firm’s trust accounts and managing the organization responsible for it.

Responsibilities:

  • Manage the Trust Administration division of Premier Trust, Inc.
  • Create and implement policies and workflows to ensure client satisfaction
  • Oversee the organization’s daily operations and personnel
  • Handle the administrative issues with clients and account administrators.
  • Coordinate with the business development team for assignments of new trusts.
  • Coordinate with operations to adhere to policies and procedures on account administration.
  • Provide excellent communication to all account administrators, management and Board of Directors.
  • Acts as liaison with outside referral sources to assist with business development efforts.
  • Performs personnel actions including performance appraisals, disciplinary actions, supervises the activities of employees including, but not limited to, effective delegation of assignments, career development, developing work schedules and providing necessary training.
  • Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and compliance policies, procedures, and processes related to job duties.
  • Other duties as assigned

Education Requirements:

  • Bachelor’s degree preferred, Extensive Trust Administration experience

Basic Requirements:

  • Minimum 10 years’ experience in the financial services industry, Trust Administration experience preferred.
  • Good verbal and written communication skills.

Preferred Requirements:

  • Intermediate knowledge of related state compliance regulations, and other trust operational policies.
  • Intermediate knowledge of trust policies and procedures, and trust products and services.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Salary : $140,000 - $150,000

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