Trust Administrator I
Company: Advisor Group
Location: Las Vegas
Posted on: March 17, 2023
Job Description:
Current Employees and Contractors Apply HereAdvisor Group
CareersBe a part of the team behind our success! At Advisor Group,
we support financial professionals nationwide, the people who help
everyday Americans achieve their dreams. We're a billion-dollar
business with the mentality and drive of a startup. Join us in
building something special.Premier Trust Opportunity in Financial
Services Trust Administrator I
Location: 4465 South Jones Boulevard, Las Vegas, NV 89103 Type:
Full-time (on-site) Summary: We are seeking a Trust Administrator I
to join the team within Premier Trust, a member of Advisor Group.
The position of Trust Administrator I is responsible for ensuring
the basic administration of trust accounts. This includes
maintaining all account records and producing reports as needed.
Also, this position will represent the company by maintaining good
customer relations.Responsibilities:
- Authority to open new accounts by obtaining new information and
documentation from client; reviewing and analyzing documentation;
tracking and following up on missing items; completing new account
forms
- Prepares forms for client disbursements, deposit receipts,
automatic payment set up requests, wire transactions, ACH
transfers, and trade requests
- Provides consultation with trust officer regarding proper
vesting, handling, and following of assets
- May contact or correspond with persons, agencies, and
organizations that have an interest in any aspect of assigned
accounts
- Review and process various reports
- Performs duties including schedules appointments and/or tasks
as necessary; assembles documents, reports, or other information as
required; answers and directs calls; takes and relays messages;
sorts, screens, and distributes mail without supervision
- Organizes and maintains customer account files
- Closes accounts in accordance with company procedures
- Provides effective customer service and responds to inquiries
from internal and external customers. Ensures answers or
information is received by inquiring party; investigates and
resolves problems within given knowledge level
- Gathers and calculates data and prepares a variety of monthly,
quarterly, and annual reports for management ensuring reports are
accurate, complete and prepared on schedule
- Composes, prepares, and proofreads for supervisor's signature
correspondence such as internal memorandums letters and emails to
customers
- Operates personal computer to input and process data
- Maintains strict confidentiality of all records and data
received and produced.
- Creates and maintains database and spreadsheet files
- Complies with Bank Secrecy Act ("BSA"), OFAC Anti-Money
Laundering ("AML"), and USA PATRIOT ACT policies, procedures, by
properly verifying the identity of any person/business an account,
maintaining records of the information used to verify each costumer
and consulting lists of known terrorists before opening an
account
- Report any customer suspected of suspicious activity
immediately to the BSA/Compliance Officer
- Reconcile credit card statements monthly; submit receipts;
reimburse Premier Trust from client account when applicable
- Comply with all company policies and procedures, state laws and
regulations
- Participate in required annual BSA/AML/OFAC and Compliance
Training
- All other duties as assignedEducation Requirements:
- H.S. Diploma or equivalent (GED) required and or the equivalent
combination of education and experience. Work related experience
should consist of administrative duties in the area assigned (such
as Branch Banking, Human Resources, IT, Loan Processing, Marketing,
Administration, CRA/Community Development, Trust etc.) with a
financial institution background. Educational experience, through
in-house training sessions, formal school or financial industry
related curriculum, should be business or financial industry
related.Basic Requirements:
- 1+ years basic knowledge of related state trust and federal
trust and applicable financial institution compliance regulations,
and other Trust Administration/operational policies required
- Basic administrative assistant skills typically resulting from
a combination of education in computer operation and several years
of experience in administrative position
- Ability to read, analyze and interpret general business
periodicals, professional journals, and technical procedures
- Basic knowledge of general office practices
- Skills in and personal computer operation; understanding of
various software applications, and word processing, spreadsheet,
and specialty software programs (e.g., Microsoft Word, Excel
etc.)
- Typing skills to meet production needs of the position
- Ability to deal with routine to difficult problems involving
multiple facets and variables in non-standardized situations
- Basic math skills; calculate interest and balance accounts;
add, subtract, multiply and divide in all units of measure, using
whole numbers, common fractions, and decimals; locate routine
mathematical errors; compute rate, ratio, and percent
- Effective oral, written, and interpersonal communication skills
with the ability to apply common sense to carry out instructions,
interpret documents, understand procedures, write reports and
correspondence, speak clearly to customers and employees
- Courteous social skills to welcome visitors in a business
environment
- Effective organizational and time management skills
- Ability to work with general supervision while performing
duties
- Ability to pay close attention to detailCurrent Employees and
Contractors Apply Here
Keywords: Advisor Group, Las Vegas , Trust Administrator I, Other , Las Vegas, Nevada
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