Trust Onboarding Officer

Premier Trust Opportunity in Financial Services

Trust Onboarding Officer, Premier Trust

Location(s): Las Vegas, NV

Role Type: Full time (5 days Weekly in Office)

Salary: $55,000 - $65,000 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 Trust Onboarding Officer will echo the company's vision of building success through relationships and quality service delivery. The role ensures a positive experience for clients and related parties as they become clients/future clients of Premier Trust. Serves as a key role between Business Development and Trust Administration ensuring timely, accurate and compliant onboarding of new trust accounts and clients. Interacts with internal and external clients on a regular basis to ensure communication is clear and effective.

Responsibilities:

• Responsible for the timely onboarding and integration of new clients
• Reviews trusts in a timely and effective manner with respect to onboarding trusts for the company that meet the guidelines of an acceptable trust. Such guidelines may include:
• Considerations for regulatory guidance, business reputation
• Ability to effectively administer such trusts
• Tracks pending items and follows up with other Onboarding staff to ensure trusts, reviews and documents are handled within the appropriate workflow timelines
• Acts as a key client contact throughout the onboarding process to ensure seamless transition, as well as a point of escalation for exceptions to the process
• Ensures that the onboarding process is running efficiently; makes regular recommendations to ensure the process is optimized
• Manages related projects and coordination of internal functions to onboard new clients including business development, operations, compliance, and technology
• Participates in company meetings and provides updates to management and Premier Trust teams
• Represents the company in various civic, community development and other functions to further enhance the company's image and develop additional business.
• Maintains Salesforce business development data and production of the new business, management, and similar reports
• Recommends improvements to workflow and processes on an ongoing basis
• Manages staff as appropriate or as designated by Director of Business Development
• Develops and trains staff in accordance with Premier Trust and Advisor Group guidelines
• Sets an example by reflecting corporate values and encouraging that from others
• Assists with ad hoc projects and other duties as required.
• Updates and/or recommends changes to collateral reflective of changes in business plans and/or regulatory requirements.
• Coordinates and conducts communication with prospects and business partners.
• Maintains strict confidentiality of all records and data received and produced.
• Provides and welcomes feedback; contributes to building a positive team spirit.
• Understands business implications of decisions; displays orientation to profitability, demonstrates knowledge of market and competition; aligns work with strategic goals.
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values.
• Ability to work independently and in a team environment.

Other duties as assigned.

Education Requirements:

• High School or equivalent general education degree (GED) required.
• Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.

Basic Requirements:

• 2-3+ years of related experience and/or training or the equivalent combination of education and experience.
• Work related experience in the financial services industry.
• Advanced skills in personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel etc.) programs.
• Typing skills to meet production needs of the position.
• Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
• Advanced knowledge of general office practices.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent.
• Advanced oral, written and interpersonal communication skills with the ability to carry out instructions, interpret documents, understand procedures, write reports and correspondence, speak clearly to customers and employees.
• Advanced organizational and time management skills.
• Ability to work without general supervision while performing duties.
• Knowledge of basic marketing practices and techniques.
• Experience with marketing/contact management databases.
• Advanced creative skills to write and design marketing pieces.
• Ability to write effective forms of communication.