Employee Trust Administrator jobs in the United States

Employee Trust Administrator administers employee benefit trust accounts. Maintains plan records and ensures compliance with federal regulations. Being an Employee Trust Administrator provides customers with objective financial advice and explains the details of their benefit trust plan. Assists with plan design and benefit distribution when necessary. Additionally, Employee Trust Administrator requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Employee Trust Administrator gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Employee Trust Administrator typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Trust Administrator
  • National Exchange Bank & Trust
  • Fond du Lac, WI FULL_TIME
  • Why NEBAT?

    Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.

    Position Summary

    As a Trust Administrator, you will be responsible for effectively administering trust accounts and ongoing client relationships within regulatory guidelines. The Administrator will also collaborate with and periodically perform Trust & Wealth Management Coordinator duties as needed, including opening and closing of accounts, wire transfers, preparing reports, and administrative duties as needed.

    Skills & Attributes Needed

    The following skills and attributes are needed to be successful in your banking career as a Trust Administrator:

    • Strong interpersonal skills
    • Excellent communication skills
    • Exceptional attention to detail
    • Ability to work independently as well as collaboratively as part of a team
    • Maintain the highest level of confidentiality and discretion of customer and bank information
    • Aptitude and ability to easily learn new technology and software
    • Ability to quickly re-establish priorities, responding to the changing needs of the department
    • Understanding and application of differences between individual, trust, and IRA accounts
    • Working knowledge of trusts, estate planning, and compliance with administering trust accounts
    • Exhibit and model a high level of professionalism, tact, sensitivity, and business etiquette

    Qualifications

    Ideal candidates will possess the following qualifications:

    • Bachelor’s degree in business, finance or related field or an equivalent combination of education and experience is required. A master’s degree is also helpful.
    • Requires a minimum of 3-5 years progressively responsible work experience in trust administration, investments, legal/estate planning, or related area, preferably in Trust division with a bank.
    • Completion of relevant and timely financial industry education, i.e., industry webinars, seminars, and/or related coursework is preferred.

    Benefits Offered

    National Exchange Bank & Trust offers a competitive benefit package including, but not limited to:

    • Health, Dental, and Vision Insurance
    • Health Savings Account with Employer Contributions
    • Short and Long Term Disability
    • Employer Paid Life and AD&D Insurance
    • Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
    • 401(k) with Employer Match & Profit Sharing
    • Paid Time Off
    • Flexible scheduling & telecommuting options
    • Education Assistance Program
    • Product & Service Discounts & more!
  • 7 Days Ago

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Trust Administrator
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • The Trust Administrator will perform specialized administrative support within the Trust Department along with performing back up duties to the Trust Administrative Officer. The job functions include:...
  • 12 Days Ago

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Trust Administrator/Relationship Manager
  • Coral Gables Trust Company
  • Beach, FL FULL_TIME
  • The Relationship Manager role is an exciting opportunity at Coral Gables Trust to join a collaborative team of dedicated professionals servicing clients on our Trust Administrative team. The Relations...
  • 22 Days Ago

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SNT Trust Administrator
  • Orange Bank & Trust Company
  • Mount Vernon, NY FULL_TIME
  • Title: SNT Trust Administrator Level I Department: Special Needs Trust Department FLSA Status: Non-Exempt General Summary: Provide administrative support the Trust Officers on assigned client relation...
  • 1 Day Ago

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Administrator
  • Saffery Trust
  • Guernsey, WY FULL_TIME
  • Department: TrustEmployment Type: PermanentLocation: GuernseyReporting To: Team ManagerDescriptionThis job involves assisting senior staff in dealing with the daily administration of a defined portfol...
  • 10 Days Ago

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Trust Administrator
  • INB
  • Springfield, IL FULL_TIME
  • Job Description: Summary Works with trust officers in the administration of trusts, estate settlement, guardianships, individual retirement, investment agency, and custodial accounts. Performs tasks r...
  • 22 Days Ago

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Trust Officer
  • San Pasqual Fiduciary Trust Company
  • Los Angeles, CA
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
  • 5/31/2024 12:00:00 AM

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Sr Fiduciary Officer
  • Northern Trust
  • Pasadena, CA
  • About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial instituti...
  • 5/31/2024 12:00:00 AM

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Financial Operations Manager, Family Office
  • Tri Star Sports & Entertainment Group
  • West Hollywood, CA
  • Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the spo...
  • 5/31/2024 12:00:00 AM

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Attorney (Trust and Estates)
  • Insight Global
  • Los Angeles, CA
  • Insight Global is currently seeking a Trust and Estates Attorney to join a law firm located in Los Angeles, CA. This is ...
  • 5/29/2024 12:00:00 AM

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Financial Analyst, Dispute Resolution Consulting - Los Angeles or Dallas
  • Houlihan Lokey, Inc.
  • Los Angeles, CA
  • Business Unit: Financial and Valuation Advisory Industry: DR - Dispute Resolution Houlihan Lokey, Inc. (NYSE:HLI) is a g...
  • 5/29/2024 12:00:00 AM

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Trusts & Estates Paralegal
  • SourcePro Search
  • Los Angeles, CA
  • SourcePro Search is conducting a search for an experienced Trusts & Estates Paralegal for a top ranked law firm to be ba...
  • 5/28/2024 12:00:00 AM

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UPS Field Service Technician
  • Strategic Power Innovations, LLC.
  • Los Angeles, CA
  • Job Description Job Description Job Title: Field Service Technician – UPS Location: Southern California Company: Strateg...
  • 5/27/2024 12:00:00 AM

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Senior or semi-senior tax associate
  • BOTTOM LINE STRATEGIES
  • Westlake Village, CA
  • Job Description Job Description Tax Senior or semi-senior – Community Tax Practice Bottom Line Strategies and Management...
  • 5/27/2024 12:00:00 AM

Income Estimation for Employee Trust Administrator jobs
$74,007 to $106,074