Osaic
The Trust Administrator I is responsible for the basic administration of trust accounts, including maintaining account records, producing reports, and ensuring accurate data processing. This role involves opening new accounts, preparing forms for client transactions, and providing consultation to trust officers on asset handling. The position also requires maintaining strong customer relations, ensuring compliance with financial regulations, and supporting management with various administrative tasks.
Headquarters
Scottsdale, Arizona, United States
Company Size
1001-5000 employees
Founded
2016
Osaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Osaic.
Osaic Attracts Another Billion-Dollar Team to Its Employee Advisor Unit
2 weeks ago
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