Employee Trust Administrator jobs in West Virginia
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)
Recently Added Employee Trust Administrator jobs
Mutual Fund Administrator - Trust INVM UOV
- WesBanco
-
Wheeling, WV
FULL_TIME
-
Summary
The Mutual Fund Administrator is a key support position with strong accounting, reconciliation, communication, and organizational responsibilities. Following established policies and procedures, this position provides accounting support to the WesMark Funds and portfolio managers including written correspondence and report preparation. This position also handles mutual fund related software system maintenance issues and projects, and interfaces with internal and external clients.
Customer Service Skills
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Must extend excellent customer service skills, internal and external.
Interpersonal Skills
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Must be willing to work as part of a team as well as independently.
Excellent organization skills and ability to multi-task.
Must be detail oriented.
Essential Duties And Responsibilities
Receives information from fund service provider system and balances daily cash for WesMark Funds Custody accounts.
Reviews and processes daily Fund trades (including cash management trades) in the fund servicer provider system and provides them to WesMark Fund accounting provider.
Reviews for accuracy and processes all WesMark fees and expenses received from adviser, compliance, and service provider through the fund service provider system.
Processes monthly and quarterly dividends for WesMark Funds through accounting system.
Prepares outgoing wires using eWire system.
Troubleshoots functions as needed between Custody, Service Provider, and Transfer Agent.
Prepares and maintains daily, weekly, quarterly, and annual reports and submits them to WesMark Portfolio Managers, Trustees, and internal departments.
Answers inquiries from WesMark Shareholder Services and directs calls as necessary.
Reviews and thoroughly understands WesMark policies and procedures.
Provides and reviews account opening paperwork to WesMark Shareholders and registered representatives.
Reviews and submits new account paperwork with a WesMark Representative to Securities Compliance for review and approval prior to submitting to Transfer Agent.
Reviews and submits all incoming shareholder services paperwork to Transfer Agent.
Becomes proficient in using various systems including eWire, Image Centre/FCM, DST mutual fund, Investor’sView and other specialized software that may be needed to provide required support.
Acts as backup for Trust Investment Portfolio Administrative Assistant, as needed.
Other duties as assigned.
Other Requirements
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficiency with Microsoft Office products including Word and Excel.
Ability to prioritize deliverables in a fast-paced environment.
Problem solving and trouble shooting skills.
Requirements
Bachelor’s Degree in Business related field preferred; and/or or four years relevant experience, or equivalent combination of education and experience required.
Basic Accounting Background And Reconciliation Skills Required.
Series 6 licensing must be obtained within the first year of employment. - 2 Days Ago
Mutual Fund Administrator - Trust INVM UOV
- WesBanco Bank Inc.
-
Wheeling, WV
FULL_TIME
- Job Title - DepartmentMutual Fund Administrator - Trust INVM UOVLocationThis position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration ...
- 24 Days Ago
Trust Fund Program Specialist (Trust Fund Specialist)
- U.S. Department of Justice
-
Bruceton, WV
FULL_TIME
- Summary Corrections professionals who foster a humane and secure environment and ensure public safety by preparing individuals for successful reentry into our communities. Our highly-skilled, diverse,...
- 8 Days Ago
Supported Internship Job Coach
- Shaw Trust
-
London, WV
INTERN
- “Shaw Trust promotes team spirit, inclusiveness and it is an organisation where everybody is somebody. I am proud to be part of this great organisation.” At Shaw Trust we believe everyone has the righ...
- 10 Days Ago
Zero Trust Architect
- Syms Strategic Group, LLC (SSG)
-
Shepherdstown, WV
FULL_TIME
- Syms Strategic Group (SSG) is seeking a talented Zero Trust ArchitectDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust (MBI)...
- 8 Days Ago
Zero Trust Architect
- Syms Strategic Group, LLC (SSG)
-
Charleston, WV
FULL_TIME
- Syms Strategic Group (SSG) is seeking a talented Zero Trust ArchitectDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust (MBI)...
- 9 Days Ago
Employee Trust Administrator jobs at Popular Companies
Trust Administrator
- The Forge Companies
-
Mooresville, NC
- Job Summary Are you somebody who learns new processes and structures quickly, but enjoys every day being a little differ...
- 6/11/2024 12:00:00 AM
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...
- 6/10/2024 12:00:00 AM
Trust Officer
- The Forge Companies
-
- Job Summary The Trust Officer I is responsible to provide comprehensive administrative support to an assigned Trust Offi...
- 6/10/2024 12:00:00 AM
Trust Administrator
- Bowditch & Dewey, LLP
-
Worcester, MA
- Job Description Job Description Company Overview: Join Bowditch & Dewey as a Trust Administrator in Estate, Financial & ...
- 6/10/2024 12:00:00 AM
Trust Advisor
- ECG Resources, Inc.
-
Reno, NV
- Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
- 6/9/2024 12:00:00 AM
Trust Administrative Officer
- Sierra Executive Solutions Inc
-
Reno, NV
- Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
- 6/9/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Tarrytown, NY
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Chicago, IL
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
About West Virginia
West Virginia (/vərˈdʒɪniə/ (listen)) is a state located in the Appalachian region in the Southern United States and is also considered to be a part of the Middle Atlantic States. It is bordered by Pennsylvania to the north, Maryland to the east and northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 41st largest state by area, and is ranked 38th in population. The capital and largest city is Charleston.
West Virginia became a state following the Wheeling Conventions of 1861, after the American Civil War had begun. Delegates from so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$66,749 to $95,675
Most Popular Cities in West Virginia for Employee Trust Administrator Jobs
What does an Employee Trust Administrator do?
Employee Trust Administrator in Gainesville, FL
A successful candidate for this position would require a minimum of a Bachelor’s degree and 2-4 years experience as a trust benefits specialist or similar work experience in a related field and position.
January 29, 2020
Employee Trust Administrator in Benton Harbor, MI
The trust administrator is specifically charged with the responsibility for managing employee benefit trust accounts.
December 10, 2019
Employee Trust Administrator in Houston, TX
Other titled positions that may also be responsible for the administration of an employee trust fund could be trust administrator, employee relations manager, trust clerk, human resource specialist, benefits specialist and employee relations specialist.
January 07, 2020