Vice President, Head of Trust Administration

$140,000 - $150,000/Yr

Advisor Group - Las Vegas, NV

Full-time - Senior

Las Vegas, NV

Administrative and Support Services

About the position

The Vice President, Head of Trust Administration at Osaic is responsible for leading the Trust Administration division of Premier Trust, Inc. This role involves overseeing the administration of trust accounts, managing daily operations, and ensuring client satisfaction through effective policy implementation and communication. The position requires extensive experience in trust administration and financial services, with a focus on compliance and personnel management.

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 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.
• Act as liaison with outside referral sources to assist with business development efforts.
• Perform personnel actions including performance appraisals and disciplinary actions.
• Supervise the activities of employees, including effective delegation of assignments and career development.
• Develop work schedules and provide necessary training.
• Comply with Bank Secrecy Act (BSA), OFAC Anti-Money Laundering (AML), and compliance policies.

Requirements

• Bachelor's degree preferred.
• Minimum 10 years' experience in the financial services industry, with Trust Administration experience preferred.
• Good verbal and written communication skills.

Nice-to-haves

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

Benefits

• Health insurance
• Vision insurance
• Dental insurance
• 401k
• Vacation and sick time
• Volunteer days
• Annual bonus