Business Development Officer

Osaic

Business Development Officer at Premier Trust ensuring a positive client experience in trust services. Responsibilities include managing regional relationships while promoting trust administration benefits.

Posted 7/22/2026full-timeHenderson • Nevada • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business development and client relationship management, with strong capabilities in communication, organization, and data management using Salesforce and Microsoft Office tools.

Highest-signal resume keywords

Business DevelopmentClient Relationship ManagementSalesforce Data ManagementAdvanced Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

SalesforceMicrosoft WordMicrosoft ExcelData EntryMath Skills

Soft Skills

Interpersonal CommunicationTime ManagementPresentation Skills

Industry Keywords

Trust ServicesClient OnboardingBusiness Development FunctionsFinancial ProfessionalsReferral Sources

About the role

Key responsibilities & impact

Establish, grow and maintain effective relationships with potential clients and their referral sources, financial professionals and attorneys
Represents the company in various business development and industry related functions
Tracks pending items, maintains communication with clients and business partners
Acts as a key client contact throughout the onboarding process
Ensures that the business development/sales process is running efficiently
Creates and gives presentations to groups of anywhere from 2-200 about the benefits of trust services
Coordinates with team members to ensure communication about processes and associated timelines are reflected accurately
Prepares material, content and scripting for training and education of clients, associated referrals, and internal new hires
Participates in company meetings and provides updates to management and Premier Trust teams as necessary
Enters and maintains Salesforce business development data and production of the new business

Requirements

What you’ll need

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree
2-3+ years of related experience and/or training or the equivalent combination of education and experience
Advanced skills in personal computer operation; word processing, spreadsheet (e.g., Microsoft Word, Excel, etc.) programs
Typing skills to meet production needs of the position
Advanced knowledge of general office practices
Advanced math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals
Advanced oral, written and interpersonal communication skills
Advanced organizational and time management skills.

Benefits

Comp & perks

health, vision, dental insurance
401k
vacation and sick time
volunteer days and much more