VP, Head of Trust Administration

Trust Administration Leader Opportunity in Financial Services

Vice President, Head of Trust Administration (Premier Trust)

Location(s):

Las Vegas: 2270 Corporate Circle, Suite 220, Henderson, NV 89074

Osaic is not considering remote candidates currently.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $160,000 - $180,000 per year annual performance-based bonus

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

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

Education Requirements

Bachelor’s degree preferred, Extensive Trust Administration experience

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
  
  

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.