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Trust Onboarding Officer at Osaic - ApplyBlast

Trust Onboarding Officer

Osaic

3 months ago

2.6 on Glassdoor

Henderson, Nevada, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Trust Onboarding Officer at Premier Trust is responsible for managing the end‑to‑end onboarding and integration of new trust clients, serving as the primary contact throughout the process and coordinating with business development, operations, compliance, and technology teams. The role also oversees onboarding staff, tracks workflow timelines, and contributes to process improvements while ensuring compliance and a positive client experience.

Responsibilities

Oversee timely onboarding and integration of new trust clients
Manage onboarding team and coordinate cross‑functional projects
Maintain and report Salesforce business development data

Skills

About Osaic

osaic.com

Headquarters

Scottsdale, Arizona, United States

Company Size

1001-5000 employees

Founded

2016

View Profile

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.