Employee Trust Administrator jobs in Florida

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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Client administrator
  • Advisor Employee Services
  • Sarasota, FL FULL_TIME
  • Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily?

    If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our fast-paced financial firm, W.

    A. Smith Financial , in Sarasota, FL is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

    • Strong organizational skills
    • Excellent communication; written and verbal
    • Attention to detail and accuracy
    • Proactive management style and consistent follow-through

    Minimum Requirements :

    • Associates Degree preferred
    • Financial Industry experience required
    • 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
    • Experience with MS Office Suite and the ability to learn new software quickly
    • CRM experience

    Responsibilities :

    This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments.

    Other daily, weekly, and monthly tasks may include :

    • Receive incoming client service calls in a friendly manner
    • Complete each service request and resolve client issues
    • Complete and process all applications for business submitted by Advisor
    • Prepare client review summary for upcoming appointments
    • Maintain professional communication with clients and staff
    • Assist with client updates, reports, and mailings
    • Assist in setting client appointments

    Hours :

    Monday Friday 8 : 30am 4 : 30pm

    Salary :

    $45,000 - $55,000 / year BOE

    Benefits :

    • 90% premiums paid for Health insurance Dental, Vision, Life Insurance, Disability
    • 401(k) matching
    • Generous PTO
    • Last updated : 2024-02-23

  • 1 Month Ago

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Community Grants Administrator
  • The Children's Trust
  • Miami, FL FULL_TIME
  • Department: Community Engagement & Public Policy Reports To: Associate Director of Community Engagement FLSA Status: Pay Grade: A5 JOB SUMMARY The Community Grants Administrator is responsible for the...
  • 16 Days Ago

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Senior Trust Administrator
  • Walton Enterprises
  • Naples, FL FULL_TIME
  • OverviewRiver Bend Administration is seeking a skilled, highly motivated, and adaptable individual to join the organization as a Senior Trust Administrator. This position reports directly to our Chief...
  • 22 Days Ago

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Senior Trust Administrator
  • FIS
  • Jacksonville, FL FULL_TIME
  • JOB DESCRIPTION Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Business Administration Travel Percentage : 0%Job Descriptio...
  • 1 Month Ago

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Client Service Administrator - Financial Firm - Clearwater, FL
  • Advisor Employee Services
  • Clearwater, FL FULL_TIME
  • Client Service Administrator Are you looking for an opportunity to utilize superior client service skills that you’ve acquired working in the financial services industry (or similar), and work one-on-...
  • 3 Days Ago

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Client Service Administrator - Financial Firm - Sarasota, FL
  • Advisor Employee Services
  • Sarasota, FL FULL_TIME
  • Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, cons...
  • 3 Days Ago

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Trust Administrator
  • Cypress HCM
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 3/28/2024 12:00:00 AM

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Trust Officer
  • Balance Staffing Company
  • Fremont, CA
  • We have an immediate opening for a Senior Trust Officer in Fremont, CA. Position Overview Under the supervision of the V...
  • 3/27/2024 12:00:00 AM

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Trust Officer
  • Westport One
  • Mooresville, NC
  • Trust Officer My client is looking for an experienced trust officer that has administered trusts, worked directly with c...
  • 3/26/2024 12:00:00 AM

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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 ...
  • 3/26/2024 12:00:00 AM

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Trust Officer
  • Sepio Capital
  • Jackson, WY
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • Bank of Clarke
  • Winchester, VA
  • Position Purpose Responsible for performing client service and administration for an assigned group of trust and investm...
  • 3/25/2024 12:00:00 AM

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Trust Officer
  • State Bank of Graymont
  • Pontiac, IL
  • Company Description State Bank of Graymont is a banking company based out of Graymont, IL with locations in Pontiac, Che...
  • 3/25/2024 12:00:00 AM

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Senior Trust Officer
  • San Pasqual Fiduciary Trust Company
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Senior Trust Of...
  • 3/24/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$70,012 to $100,349

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