Trust Officer

TRC seeks a full time Trust Officer for a leading wealth management firm based in Las Vegas, NV.  This is a fully onsite role.

Responsibilities:
· Administrates accounts in accordance with the terms of the governing instrument and in a manner consistent with the needs of principals, beneficiaries, and remaindermen
· Contact or correspond with persons, agencies, and organizations that have an interest in any aspect of an account
· 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
· Assists in analyzing the need of funds according to conditions of trust needs of beneficiary.
· Coordinate and review the preparation for filing federal and state tax returns for trusts.
· Establish and maintain client data
· Initiate and/or assist in the funding on new accounts
· Interacts frequently with subordinates, peers and functional managers
· Operates personal computer and all necessary programs to obtain and process data
· Maintains strict confidentiality of all records and data received and produced
· Answers questions via telephones, emails, and directs callers to proper personnel
· Responsible for compliance with all company policies, state laws and regulations
· 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
· Complies with the compliance policies and procedures
· Ensures that proper risk-rate customer as outlined in the Customer Identification Program
· Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer
· Participate in required annual BSA/AML/OFAC and Compliance training
· Consistently reports to work on time; adhere to scheduled breaks; attends all meetings and training as required of the position
· Exhibits objectively and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit
· Understands business implications of decisions; displays orientation to profitability, aligns work with strategic goals
· Treats people with respect; keeps commitments; Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions
· Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce
· Follows policies and procedures; completes administrative tasks correctly and on time; supports the company goals and values
· Performs the position safely, without endangering health or safety to himself or herself or others, will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct
· Responsible for timely and accurate preparation of initial and annual trust reviews
· Review and take necessary timely action on system ticklers
· Responsible for preparation and submission of discretionary request to TAC committee
· Focus and completion of personal goals established annually
· Stays current regarding regulatory rulings and enrolls in CE courses if applicable
· All other duties as assigned