Employee Trust Administrator jobs in Gastonia, NC

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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Operations Administrator - Financial Firm - Gastonia, NC
  • Advisor Employee Services
  • Gastonia, NC FULL_TIME
  • Operations Administrator
     
    Advance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.
     
    Our Retirement Planning firm, Wilson Financial Group, in Gastonia, NC is seeking a full-time Operations  Administrator. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.
     
    Minimum Requirements:
    • Bachelor’s degree preferred
    • 1-2 years of experience working in a professional office and fast-paced environment
    • Proficient with MS Office Suite
    • Comfortable and familiar with CRM platforms
    • Industry experience
    • Knowledge with financial service platforms; experience with the Cambridge Investment Research platform, specifically, is a plus
    This position requires that you possess the following skills:
    • Strong organizational skills
    • Strong attention to detail
    • Excellent communication skills; both verbal and written
    • Self-motivated
    • Sincere and caring attitude
    Position Overview:
    The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.
     
    Key Responsibilities:
    • Install and maintain clear procedures for account opening, transfer of accounts, follow-up with custodians, and ongoing client service
    • Ensure firm is meeting its financial and service commitments to clients in a manner that is efficient, economical and compliant with all applicable rules and policies
    • Create and refine HR policies and goals of establishing productive workplace environments
    • Communicate with the broker/dealer and product sponsor contacts
    • Processing new client applications
    • Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
    • Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
    • Set, reschedule and confirm appointments
    • Keep CRM updated
    • Attend seminars/workshops and follow up with the prospects form the seminars
    • Assist Advisors with follow up on Marketing Leads
    • Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
    If you meet or exceed the expectations described above, please apply today!
     
    Salary:
    • $50,000 - $70,000/year based on experience
    Benefits:
    • Health
    • Dental
    • Vision
    • PTO
    Hours:
    • Monday – Friday
    • Some evenings required for client events
     
    Presented by Advisor Employee Services Thank you for your interest in the Operations Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 25 Days Ago

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Administrator
  • Everstory Partners
  • Shelby, NC FULL_TIME
  • DescriptionWhy EverstoryAt Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mi...
  • 19 Days Ago

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Store Employee
  • 7-Eleven, Inc.
  • Clover, SC OTHER
  • Overview During this unprecedented national emergency, 7-Eleven is committed to serving our customers and communities when they need us the most. Due to increased demand, many store locations are seek...
  • 13 Days Ago

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Student Employee (Non-Workstudy)
  • Gardner Webb University
  • Boiling Springs, NC FULL_TIME
  • Student employees who have been selected for on campus employment roles that are not affiliated with Gardner-Webb University Workstudy or Federal Workstudy programs. Departments: Housing Athletics Gra...
  • 9 Days Ago

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Registration Specialist - Employee Health
  • CaroMont Health
  • Gastonia, NC PART_TIME
  • Job Summary: Performs access duties for CaroMont Health staff. Responsible for registration and processing chart activities. Performs duties for chart preparation for onboarding staff and processing m...
  • 11 Days Ago

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Student Employee (Workstudy) - 2023-2024
  • Gardner Webb University
  • Boiling Springs, NC FULL_TIME
  • Student Workers are valuable resources to the operating functions of the University. Gardner-Webb University offers many student work opportunities. Priority is given to students who qualify for the F...
  • 1 Day Ago

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0 Employee Trust Administrator jobs found in Gastonia, NC area

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SAP Architect - Charlotte NC
  • Belmont Lavan
  • Charlotte, NC
  • As our SAP Enterprise Architect you are highly experienced within SAP implementation and transformation with a proven tr...
  • 4/18/2024 12:00:00 AM

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Employment Law Partner - 100% Remote
  • We Are Legal Revolution
  • Charlotte, NC
  • 🔥 NEW IN 🔥👩‍⚖️ Law Firm Partner 🌟 Award-Winning US Law Firm 💰 Bonus Potential of up to US$ 1M Annually 📍 Houston -...
  • 4/18/2024 12:00:00 AM

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Product Specialist
  • EnTelegent Solutions
  • Charlotte, NC
  • As a Product Specialist for EnTelegent Solutions, you will be a trusted advisor to the business and will assist in drivi...
  • 4/18/2024 12:00:00 AM

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General Manager 4 Food - Schools (Enrollment 10,000 +)
  • Sodexo
  • Clover, SC
  • Unit Description: Working together, supporting your team, reaching for the best in a high-volume, high paced environment...
  • 4/17/2024 12:00:00 AM

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Product Specialist
  • Entelegent Solutions
  • Charlotte, NC
  • As a Product Specialist for EnTelegent Solutions, you will be a trusted advisor to the business and will assist in drivi...
  • 4/17/2024 12:00:00 AM

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SAP Architect - Charlotte NC
  • Belmont Lavan
  • Charlotte, NC
  • As our SAP Enterprise Architect you are highly experienced within SAP implementation and transformation with a proven tr...
  • 4/16/2024 12:00:00 AM

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Account Manager
  • Charlotte Division (KLM-CT)
  • Gastonia, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/15/2024 12:00:00 AM

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General Manager 4 Food - Schools (Enrollment 10,000 +)
  • Sodexo
  • Clover, SC
  • Unit Description: Working together, supporting your team, reaching for the best in a high-volume, high paced environment...
  • 4/15/2024 12:00:00 AM

Gastonia is the largest city in and county seat of Gaston County, North Carolina, United States. It is also the second largest satellite city of the Charlotte area, behind Concord. The population was 71,741 at the 2010 Census. In 2016, the population had increased to 75,536. Gastonia is the 13th largest city in North Carolina. It is part of the Charlotte metropolitan area, officially designated the Charlotte Metropolitan Statistical Area (MSA). Gastonia has experienced steady growth, with a population increase between 2000 and 2010 of nearly 8.2%, according to the U.S. Census Bureau. According...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$71,553 to $102,562
Gastonia, North Carolina area prices
were up 1.5% from a year ago

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An employee trust administrator is responsible for maintaining the records of the trust account for each eligible employee.
December 17, 2019
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The employee trust administrator is an employee benefits specialist and a member of the human resources team.
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Based on our compensation data, the estimated salary potential for Employee Trust Administrator will increase 16 % over 5 years.
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