Trust Officer Team Lead

3 weeks ago


Las Vegas, Nevada, United States Osaic Full time
Job Title: Trust Officer Team Lead

We are seeking a highly skilled and experienced Trust Officer Team Lead to join our team at Osaic. As a Trust Officer Team Lead, you will be responsible for overseeing the trust activities of our Premier Trust department and ensuring compliance with all policies and procedures governing trust functions.

Key Responsibilities:
  • Supervise and manage a team of trust officers to ensure the effective administration of trust accounts.
  • Develop and implement trust systems and procedures to ensure compliance with regulatory requirements.
  • Provide leadership and guidance to less experienced trust officers and other staff members.
  • Ensure accurate and timely preparation and filing of federal and state tax returns for trusts.
  • Coordinate and review the preparation and filing of trust documents and reports.
  • Develop and maintain client relationships and provide exceptional customer service.
  • Stay up-to-date with changes in regulatory requirements and industry best practices.
Requirements:
  • 6+ years of experience in the trust industry, with a minimum of 3 years in a leadership role.
  • Advanced knowledge of trust policies and procedures, as well as regulatory requirements.
  • Excellent leadership and communication skills, with the ability to motivate and guide a team.
  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
Preferred Qualifications:
  • Certified Trust and Fiduciary Advisor (CTFA) designation.
  • Experience working with trust administration software and systems.
  • Knowledge of tax laws and regulations related to trusts.

Osaic is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.


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