Osaic · 1 week ago
Trust Officer Team Lead VP
Reno
Full-time
Hybrid
Mid, Senior Level
$83K/yr - $111K/yr
5+ years expOsaic is seeking a detail-oriented Senior Trust Officer to join the team within Premier Trust. The Senior Trust Officer is responsible for the administration of assigned complex accounts and provides leadership, training, and support to less experienced trust officers.
Business DevelopmentFinancial ServicesWealth Management
Responsibilities
Administer accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen
Contact or correspond with individuals, agencies, and organizations that have an interest in any aspect of an account
Coordinate, review the preparation and filing of federal and state tax returns for trusts
Submit discretionary requests, both investments and distributions, for committee approval
Pay trust expenses and maintain client data
Consult with client’s attorney from administrative perspective on drafting legal documents specifying details, conditions, and duration of trust
Initiate and/or assist in the marshalling and funding of new accounts
Interact frequently with co-workers, peers, and functional managers
Answers telephone and potential corresponding questions and directs callers to proper personnel
Comply with all applicable company policies, state laws and federal laws and regulations
Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer
Participate in required annual BSA/AML/OFAC and Compliance training
Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values; benefits the company through outside activities
Qualification
Required
Minimum of high school diploma or equivalent is required
Five or more years of related experience in the trust industry and/or training or the equivalent combination of education and experience
Work related experience must consist of Trust Administration experience in the financial services industry
Advanced knowledge of related state trust compliance regulations, and other trust operational policies
Advanced knowledge of trust policies and procedures, and trust products and services
Must be proficient in utilizing various software packages including Microsoft Office, Outlook, Power Point and Excel
Previous experience with leading teams and knowledge of human resources laws and policies
Advanced math skills to calculate interest and balance accounts
Ability to provide leadership, supervision and training for department using positive supervisory techniques
Advanced oral, written, and interpersonal communication skills
Ability to define problems, collect data, establish facts, and draw valid conclusions
Advanced organizational and time management skills
Ability to work with no supervision while performing duties
Current state issued driver's license and a vehicle with appropriate insurance coverage if required in the course of performing assigned duties and responsibilities
Ability to mentor and train less experienced staff
Focus on achieving and rating personal goals and those of subordinates
Preferred
Licenses Preferred: Certified Trust and Fiduciary Advisor (CTFA)
Benefits
Health, vision, dental insurance
401k
Vacation and sick time
Volunteer days
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
H1B Sponsorship
Osaic has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (1)
2023 (1)
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
Private Banker International
2025-12-30
Company data provided by crunchbase