Trust Administrator I

Role Overview

We are seeking a Trust Administrator I to join the team within Premier Trust, a member of Osaic. The position is responsible for ensuring the basic administration of trust accounts, including maintaining all account records and producing reports as needed. The role will also represent the company by maintaining good customer relations.

What You Will Do

Responsibilities include opening new accounts, preparing forms for client disbursements, providing consultation with trust officers, reviewing and processing reports, and providing effective customer service.

Why It Might Be a Fit

The ideal candidate will have 1+ years of basic knowledge of related state trust and federal trust and applicable financial institution compliance regulations, and other Trust Administration/operational policies. They will also have basic administrative assistant skills, ability to read and analyze general business periodicals, and skills in personal computer operation.

Requirements

• High School Diploma or equivalent
• 1+ years of basic knowledge of related state trust and federal trust and applicable financial institution compliance regulations
• Basic administrative assistant skills
• Ability to read, analyze and interpret general business periodicals
• Basic knowledge of general office practices
• Skills in personal computer operation
• Typing skills to meet production needs of the position
• Ability to deal with routine to difficult problems
• Basic math skills
• Effective oral, written, and interpersonal communication skills
• Courteous social skills
• Effective organizational and time management skills
• Ability to work with general supervision
• Ability to pay close attention to detail

Benefits

• Health insurance
• Vision insurance
• Dental insurance
• 401k
• Paid time away
• Volunteer days