VP, Head of Trust Administration

Advisor Group•Henderson, NV

2d•Hybrid

About The Position

The primary responsibility for this position is to lead the Trust Administration of Premier Trust, Inc. This role includes accountability for the administration of the firm’s trust accounts and managing the organization responsible for it.

Requirements

Bachelor’s degree preferred
Extensive Trust Administration experience
Minimum 10 years’ experience in the financial services industry
Trust Administration experience preferred
Good verbal and written communication skills

Nice To Haves

Intermediate knowledge of related state compliance regulations, and other trust operational policies.
Intermediate knowledge of trust policies and procedures, and trust products and services.

Responsibilities

Manage the Trust Administration division of Premier Trust, Inc.
Create and implement policies and workflows to ensure client satisfaction
Oversee the organization’s daily operations and personnel
Handle the administrative issues with clients and account administrators.
Coordinate with the business development team for assignments of new trusts.
Coordinate with operations to adhere to policies and procedures on account administration.
Provide excellent communication to all account administrators, management and Board of Directors.
Acts as liaison with outside referral sources to assist with business development efforts.
Performs personnel actions including performance appraisals, disciplinary actions, supervises the activities of employees including, but not limited to, effective delegation of assignments, career development, developing work schedules and providing necessary training.
Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and compliance policies, procedures, and processes related to job duties.
Other duties as assigned