Job Description

We are seeking a Trust Officer to join the team within Premier Trust, a member of Osaic. The Trust Officer is responsible for the administration of assigned accounts. Our selected candidate will represent the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts. This position will have discretionary distribution approval based on Board approved levels. The Trust Officer assures compliance with all policies and procedures governing trust functions, as well as all applicable state regulations. Additionally, the position of Trust Officer may be responsible for one or more employee(s). Responsibilities include administrating accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen; contacting or corresponding with persons, agencies, and organizations that have an interest in any aspect of an account; maintaining awareness of new business opportunities and advising or consulting with other officers on details of proposed plans; assisting in analyzing the need of funds according to conditions of trust needs of beneficiary; coordinating and reviewing the preparation for filing federal and state tax returns for trusts; establishing and maintaining client data; initiating and/or assisting in the funding on new accounts; interacting frequently with subordinates, peers and functional managers; operating personal computer and all necessary programs to obtain and process data; maintaining strict confidentiality of all records and data received and produced; answering questions via telephones, emails, and directing callers to proper personnel; ensuring compliance with all company policies, state laws and regulations; complying with Bank Secrecy Act (BSA), OFAC Anti-Money Laundering (AML), and USA PATRIOT ACT policies and procedures; reporting any customer suspected of suspicious activity immediately to the BSA/Compliance Officer; participating in required annual BSA/AML/OFAC and Compliance training; consistently reporting to work on time and adhering to scheduled breaks; exhibiting openness to others’ views and contributing to building a positive team spirit; understanding business implications of decisions and aligning work with strategic goals; treating people with respect and working with integrity and ethically; demonstrating knowledge of and adherence to EEO policy and promoting a harassment-free work environment; following policies and procedures and completing administrative tasks correctly and on time; performing the position safely and complying with OSHA standards; responsible for timely and accurate preparation of initial and annual trust reviews; reviewing and taking necessary timely action on system ticklers; responsible for preparation and submission of discretionary request to TAC committee; focusing on and completing personal goals established annually; staying current regarding regulatory rulings and enrolling in CE courses if applicable. Education requirements include a Bachelor’s Degree preferred, or H.S. Diploma or GED certificate with significant practical experience in the financial services industry specifically in Trust Administration. Basic requirements include two or more years of related experience in the trust industry and/or training or the equivalent combination of education and experience, strong knowledge of related state trust compliance regulations, policies and procedures, proficiency in personal computer operation and software, typing skills, intermediate math skills, good communication skills, ability to define problems and draw conclusions, effective organizational and time management skills, ability to work independently and with a team, current driver’s license and vehicle insurance if driving is required, sensitivity to deadlines and ability to multi-task, and ability to delegate tasks when necessary. Preferred licenses include Certified Trust and Fiduciary Advisor (CTFA).

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