About this role
Trust Officer at Advisorgroup. Location: Las Vegas or Henderson. Role: administering accounts, reviewing disbursements, supervising staff Requirements: Administer trust accounts, ensure compliance with BSA/AML/OFAC and state trust regulations, coordinate tax filings, review discretionary payments, supervise staff, and maintain client records. Requires trust operations experience and PC proficiency (Word/Excel). Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel Certifications: ctfa Commitment: Full Time Workplace: Hybrid Languages: English