Osaic
The Trust Administrator II is responsible for the basic administration of assigned trust accounts, representing the company in communications with customers, beneficiaries, and outside professionals. This role involves ensuring compliance with all trust policies, state regulations, and anti-money laundering requirements while managing discretionary distributions and tax filings. The position may also include supervising one employee and collaborating with internal teams to support business growth and client needs.
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.
20% below the average for this role
Osaic Attracts Another Billion-Dollar Team to Its Employee Advisor Unit
2 weeks ago