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Trust Officer - Nevada

Securities America, Inc. La Vista, NE
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Job Description

As a subsidiary of the Ladenburg Thalmann family, Premier Trust operates two offices in Las Vegas and Reno, Nevada.  Their company acts in a ficuciary capacity to administer trusts and estates.  As their client base grows, so does their need to add to their team.  We are currently recruiting for two Trust Officers.

 

The position of Trust Officer is responsible for the administration of assigned accounts. Represents the company in business activities and contacts with customers, outside professionals and beneficiaries relating to these accounts.

Assures compliance with all policies and procedures governing trust functions, as well as, all applicable state regulations.  

 

 

POSITION REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. 

• Bachelor’s degree from a four-year college or university and/or four (4) or more years of related experience and/or training or the equivalent combination of education and experience. 

• Knowledge of related state trust compliance regulations, and other trust operational policies.

• 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. 

• Effective communication and leadership skills. 

• Ability to analyze complex problems and identify appropriate solutions. 

• Ability to make rule based and analytical decisions. 

• Ability to organize, prioritize and handle multiple tasks. 

• Ability to conduct training needs analysis.

• Ability to pay close attention to detail. 

• Proficient in active listening 

• Ability to maintain complete confidentiality of information 

• Ability to effectively function as a team player 

• Ability to be at work on a regular and predictable basis 

 

 

 

Position Duties/Tasks 

1. Administer accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen. 

2. Contact or correspond with persons, agencies, and organizations that have an interest in any aspect of an account. 

3. Maintain an awareness of new business opportunities and advise or consult with other officers on details of proposed plans and communicate information to marketing administrator for follow up. 

4. Analyze the need of funds according to needs of beneficiary. 

5. Coordinate and review the preparation for filing federal and state tax returns for trusts. 

6. Establish and maintain client data. 

7. Consult with trust’s attorney from administrative perspective on drafting legal documents specifying details, conditions, and duration of trust. 

8. Review and approve discretionary payments for trusts and the beneficiaries request for disbursements. 

9. Initiate and/or assist in the marshalling and funding of new accounts.

10. Interact frequently with subordinates, peers and functional managers.

11. Comply with all company policies and procedures, state laws and regulations. 

12. Comply with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies and procedures, by properly verifying the identity of any person/business opening an account, maintain records of the information used to verify before opening an account. 

13. Ensure that proper risk-rate customer as outlined in the Customer Identification Program 

14. Work to perform personnel functions including performance appraisals and disciplinary actions. Supervise the activities of employees including, but not limited to, effective delegation of assignments, developing work schedules and providing necessary training. 

15. Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer. 

16. Participate in required annual BSA/AML/OFAC and Compliance training. 

17. Consistently report to work on time; adhere to scheduled breaks; attend all meetings and training as required of the position. 

18. Understand business implications of decisions; display orientation to profitability; align work with strategic goals. 

19. Responsible for timely preparation and approval of annual and initial trust reviews. 

20. Responsible for preparation and submission of discretionary requests to TAC. 

21. Stay current regarding regulatory rulings and enroll in CE courses if needed.

 

 

 

 

 

Job Details

Date Posted November 26, 2018
Date Closes December 26, 2018
Located In La Vista, NE
Job Type Full-time Employee
Experience Level Entry Level (0-2 yrs. experience)
Start Date Immediately
Positions Available 2
SOC Category 13-2052.00 Personal Financial Advisors
Zipcode 68128
Travel Yes - 25
Name Human Resources
Address 12325 Port Grace Boulevard
City, State and Zip LaVista, NE 68128
Phone 1-800-747-6111
FAX 402-384-7589

This job offers the following benefits

  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • Dental
  • Dependent Life Insurance
  • Employee Assistance Program (EAP)
  • Life Insurance
  • Long-Term Disability
  • Maternity / Paternity / Family Leave
  • Medical
  • Prescription Drug Plan
  • Short-Term Disability
  • Vision
  • Voluntary Life Insurance
  • Bereavement Pay
  • Casual Dress
  • Continuing Education Program
  • Dry Cleaning / Laundry
  • Employee Referral Program
  • Fitness Classes
  • Free Parking
  • Health Fair
  • Holiday Party
  • Massage Therapy
  • Nursing Facilities
  • Paid Holidays
  • Paid Vacations
  • Tuition Reimbursement
  • Wellness Program
  • Bonus Plan
  • Merit Increases

This job requires the following skills

  • Estate and Trust Management
  • Financial Analysis
  • Financial Forensics
  • Fraud Investigations
  • Generally Accepted Accounting Principles (GAAP)
  • Investment Analysis
  • Attorney
  • Estate Planning / Law
  • Sales / Business Development

This job is related other jobs in these career categories

At a Glance
Enjoy these benefits
  • 401(k) Retirement Savings Plan
  • Dependent-Care Spending Accounts
  • Flexible Spending Accounts
  • Health-Care Spending Accounts
  • Accidental Death and Dismemberment
  • And More ...
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