Trust Administrator jobs in Indiana

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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TRUST INVESTMENT ADVISOR - Indianapolis
  • Stock Yards Bank and Trust
  • Indianapolis, IN FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with business development skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees.

    Responsibilities

    Daily responsibilities include, but are not limited to, the following:

    • Participate in asset allocation of assigned customer portfolios
    • Evaluate alternative investments
    • Responsible for investment management of assigned accounts, monitoring and review
    • Member of the Trust Investment Committee
    • Participate in security selection process
    • Communicate investment results to clients
    • Responsible for new business development calls
    • Develop new and additional business among existing trust clients

    Job Requirements

    The successful candidate will have the following qualifications:

    • BS/BA in business finance or related field
    • Minimum of 3 years experience in investments
    • Proven ability to successfully interact with clients
    • Proven business development skills
    • Professional appearance and demeanor
    • Excellent communication skills
    • Broad knowledge of the equity and fixed income markets
    • CFP or CFA designation preferred

    Benefits

    • 401(k) with a company match of up to 6%
    • ESOP employer match
    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Cancer / Disease insurance
    • Accident insurance
    • Flexible Spending Accounts
    • Health Savings Accounts
    • Bank paid Life / AD& D insurance
    • Voluntary Life / AD&D insurance
    • Bank paid Short-Term and Long-Term Disability insurance
    • Employee Stock Purchase Plan
    • Employee Assistance Program

    Physical Requirements

    The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 2 Months Ago

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TRUST INVESTMENT ADVISOR - Indianapolis
  • Careers at Stock Yards Bank & Trust Co.
  • Indianapolis, IN FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with ...
  • 2 Months Ago

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REGIONAL MANAGER OF WEALTH MANAGEMENT & TRUST - Indianapolis
  • Careers at Stock Yards Bank & Trust Co.
  • Indianapolis, IN FULL_TIME
  • As a Regional Manager of Wealth Management & Trust, your day will be filled with opportunities to build and develop all facets of the Wealth Management Business in the Indianapolis market. Emphasis wi...
  • 12 Days Ago

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Trust Specialist
  • Oxford Financial Group, Ltd.
  • Carmel, IN FULL_TIME
  • Position Summary: Supports TCO Fiduciary Officers with administration of all trusts. Executes various processes and procedures designed to ensure that all trusts are being administered according to th...
  • 6 Days Ago

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Accountant
  • The HALO Trust
  • Edinburgh, IN FULL_TIME
  • Role: Accountant (Qualified)Contract: Full-time, PermanentLocation: Hybrid, with a requirement to work from HALO's Thornhill, Dumfries & Galloway office 1-2 times per weekSalary: Up to £50k (dependent...
  • 5 Days Ago

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Accountant (FTC)
  • The HALO Trust
  • Edinburgh, IN FULL_TIME
  • Role: Accountant (FTC)Location: Remote (with a requirement for some travel to HALO's Thornhill, Dumfries office)Salary: Up to £60k (Dependent on Experience)Hours: Full-timeContract: 6-12 Month Fixed T...
  • 5 Days Ago

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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

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Trust Administrator
  • Russell Tobin
  • San Diego, CA
  • Pride Global/Russell Tobin is currently seeking Trust Administrator to support our client. This is an excellent opportun...
  • 6/10/2024 12:00:00 AM

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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

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Director of Trust Administration
  • Old Second National Bank
  • Lombard, IL
  • Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individu...
  • 6/9/2024 12:00:00 AM

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Trust Administrator
  • Sierra Executive Solutions Inc
  • Las Vegas, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las V...
  • 6/8/2024 12:00:00 AM

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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

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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

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Director Institutional Trust Administration
  • First Citizens Bank
  • Raleigh, NC
  • Overview: This position has direct ownership of Institutional infrastructure and processes, and is responsible for ensur...
  • 4/10/2024 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$60,378 to $77,149

Trust Administrator in Nashville, TN
If you have any questions, you should call the estate attorney who set up the trust for them.
December 03, 2019
Trust Administrator in Cleveland, OH
Becoming the family trust administrator is a big responsibility during a stressful time.
December 25, 2019
Trust Administrator in Shreveport, LA
Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
December 29, 2019