Employee Trust Administrator jobs in Louisiana
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
Trust Administrator
- HB001 Hancock Whitney Bank
-
Baton Rouge, LA
FULL_TIME
- Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Trust Administrators provide administrative and operational support to assigned Trust Advisor/ Relationship Manager (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management. This support includes research and resolution of client issues, the administration of account opening and closing procedures and facilitation of the transfer of funds. The Trust Administrator 2 position assists and supports Trust Advisor/Relationship Manager(s) with more complex relationships and in business development activities. ESSENTIAL DUTIES & RESPONSIBILITIES: Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships. Provide superior client service in responding to inbound calls from clients and resolving inquires or requests related to their accounts. Assume ownership of issues and deliver proper follow up. Consults with Advisor/Relationship Managers regarding more complex issues but requires the ability to work independently with little supervision. Identifies opportunities to enhance client experience through independent identification of account issues. Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files). Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation. Prepare discretionary requests, with required documentation for Trust Advisor/Relationship Manager review. Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers. Monitor cash levels for assigned client accounts. Review transactions to identify errant transactions and ensure proper postings. Support departmental projects on an as needed basis. Analyze trust/financial information, react accordingly and prioritizes as appropriate. Keeps current with all laws and regulations applicable to primary Trust function. May serve as backup to other Wealth Management Administrative Assistants as needed. All duties require an awareness and adherence to policies/procedures and compliance requirements Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act. SUPERVISORY RESPONSIBILITIES: None MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: High School diploma or GED required. Bachelor's degree in Business, Finance, or Accounting strongly preferred. Requires 4 years of related experience preferably in one or more of the following: Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis. An equivalent combination of education and related experience or training may be considered. Duties are varied and complex and necessitate use of excellent judgement and analytical skills. Basic knowledge and understanding of banking industry and Trust administration and operations required. Proficiency with Microsoft Office applications; basic Excel and Word skills required. ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to travel if required to perform the essential job functions Ability to work under stress and meet deadlines Ability to operate related equipment to perform the essential job functions Ability to read and interpret a document if required to perform the essential job functions Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws. When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future. Apply now. Learn more at hancockwhitney.com/ourstory
- 7 Days Ago
Client Service Administrator- Financial Firm - West Monroe, LA
- Advisor Employee Services
-
West Monroe, LA
PART_TIME
- Client Service AdministratorThe verdict is in: our 43-year experiment offering “Life & Beyond” Financial Plans to individuals and families has been beyond successful! We are now ready to expand and sc...
- 2 Days Ago
Client Service Administrator - Financial Firm - West Monroe, LA
- Advisor Employee Services
-
West Monroe, LA
FULL_TIME
- Client Service Administrator The verdict is in: our 43-year experiment offering “Life & Beyond” Financial Plans to individuals and families has been beyond successful! We are now ready to expand and s...
- 2 Months Ago
Systems Administrator
- M C Bank and Trust Co.
-
Metairie, LA
FULL_TIME
- Job Description: The Systems Administrator is responsible for the maintenance, configuration, and reliable operation of computer systems, servers, and networks. The primary duties will include managem...
- 14 Days Ago
Systems Administrator
- M C Bank and Trust Co.
-
Lafayette, LA
FULL_TIME
- Job Description: The Systems Administrator is responsible for the maintenance, configuration, and reliable operation of computer systems, servers, and networks. The primary duties will include managem...
- 14 Days Ago
Travel CNA to New York
- TOP Employee Travel Nursing
-
Lafayette, LA
FULL_TIME
- Are You a Certified Nurse Aide (CNA)? We have opportunities for travel CNA's in multiple states - excellent pay rates and opportunity for overtime, advancement, and more!! Enjoy the job security and c...
- 4 Days Ago
Employee Trust Administrator jobs at Popular Companies
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...
- 6/2/2024 12:00:00 AM
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...
- 6/1/2024 12:00:00 AM
Trust Advisor
- Loring, Wolcott & Coolidge Trust, LLC
-
Boston, MA
- As a Fiduciary Services department member, this position supports the Trustees and Clients of Loring, Wolcott & Coolidge...
- 5/31/2024 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...
- 5/31/2024 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 & ...
- 5/31/2024 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...
- 5/31/2024 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 ...
- 5/30/2024 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 ...
- 5/30/2024 12:00:00 AM
About Louisiana
Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico.
The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast.
The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$70,380 to $100,877
Most Popular Cities in Louisiana 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