Job Description

We are seeking a detail-oriented Senior Trust Officer to join the team within Premier Trust, a member of Osaic. The Senior Trust Officer is responsible for the administration of assigned complex accounts. The selected candidate will represent the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts. The incumbent is expected to provide leadership, training and support to less experienced trust officers and other staff members. Additionally, the Senior Trust Officer assures compliance with all policies and procedures governing trust functions, as well as all applicable state regulations. Responsibilities include administering accounts in accordance with governing instruments, contacting interested parties, assisting in business development, analyzing fund needs, coordinating tax return preparation, maintaining client data, consulting with attorneys, approving discretionary payments, initiating new accounts, supervising staff, ensuring compliance with BSA/AML/OFAC regulations, reporting suspicious activities, participating in training, representing the company in community functions, promoting diversity and safety, and developing trust company policies and procedures. Education requirements include a bachelor's degree preferred or high school diploma with six or more years of related experience. Basic requirements include five or more years of trust industry experience, advanced knowledge of trust compliance and policies, proficiency in Microsoft Office, leadership experience, advanced math and communication skills, and ability to work independently. Preferred license is Certified Trust and Fiduciary Advisor (CTFA).

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