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Trust Officer @ Advisorgroup

Henderson or Las VegasOnsiteFull Time
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About this role

Trust Officer at Advisorgroup. Location: Henderson or Las Vegas. Role: administering accounts, supervising employees, ensuring compliance Requirements: Administer trust accounts, ensure regulatory compliance (BSA/AML/OFAC), supervise staff, coordinate tax filings, interact with clients and attorneys, and use Microsoft Word/Excel. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel Certifications: ctfa Commitment: Full Time Workplace: Hybrid Languages: English

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