Employee Trust Administrator jobs in Oakland, CA

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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TRUST ADMINISTRATOR II
  • Comerica Bank
  • Walnut Creek, CA FULL_TIME
  • Trust Administrator II
    The Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role will participate in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well as complying with all requisite policies and procedures. This role may act as the intermediary to the organization on behalf of clients and coordinate service activities with other areas of the organization.
    Position Competencies
    Successful incumbents possess integrity and trust, listening skills, problem solving skills, are focused on the customer and have a drive for results.

    Position Responsibilities:
    ADMINISTRATION
    • Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable laws, and consistent with the needs of the principals, income beneficiaries, and remaindermen.
    • Reviews and confirms analysis of documents for direction; evaluates accounts for completeness and accuracy, monitors and submits account transactions for approval, drafts responses to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law and policies and procedures.
    • Fields client inquiries, responds to administrative and transactional concerns of clients, and observes the implementation and review of investment programs.
    • Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income beneficiaries, and remaindermen such as requests for special distributions, fee issues, or disputes.
    • Oversees the opening and closing of accounts, ensures the receipt of proper and legally required documentation, ensures the full and complete transfer of assets, their cost basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate.
    • Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators
    COMPLIANCE
    • Meets all compliance requirements under the supervision of a Trust Advisor including, but not limited to conducting Reg 9 reviews on all accounts, presenting proper documentation and rationale for discretionary actions, completing AML compliance training, completing all other organization required compliance training.
    • Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of account
    TEAM MEMBER RESPONSIBILITIES
    • Assists with the collection of data in support of projects which affect the broader business and improves efficiency of delivery of services to clients.
    • Actively contributes to the team, providing feedback and best practices on procedural changes.

    Position Qualifications
    • Bachelor's Degree from an accredited university AND 2 years of experience serving as an account administrator in a specific area of expertise to include trust administration, investments, insurance in a client service capacity OR High School Diploma/GED AND 6 years equivalent work experience serving as an account administrator in a specific area of expertise to include trust administration, investments or insurance in a client service capacity
    • 5 years of experience utilizing Microsoft Office Products including Word and Excel
    Walnut Creek-East Bay Regional Office
    8:00am - 5:00pm Monday - Friday

    Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

     

  • 3 Days Ago

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Administrative Analyst
  • County of Alameda - County Administrator
  • Oakland, CA FULL_TIME
  • IntroductionREAD THIS ENTIRE BULLETIN FOR INSTRUCTIONS ON HOW TO REAPPLY FOR THIS RECRUITMENT THIS IS A REOPENING OF A CONTINOUS EXAMINATION.�If you have previously applied or started an application f...
  • 2 Days Ago

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Director of Educator Engagement
  • The Education Trust
  • Oakland, CA FULL_TIME
  • ABOUT THE ORGANIZATION AND THE OPPORTUNITY EdTrust-West seeks a Director of Educator Engagement to join a staff committed to fulfilling our mission of closing opportunity gaps that disproportionately ...
  • 7 Days Ago

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Administrator
  • Mariner Healthcare
  • Hayward, CA FULL_TIME
  • SUMMARY Responsible for the overall management of a facility. Plans, develops, directs, monitors and supports all operational, administrative, clinical, human resources, customer service and fiscal ac...
  • 1 Day Ago

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Administrator
  • Filmtwist Productions
  • Richmond, CA PART_TIME
  • Job Description: Studio Administrator / Assistant Studio Manager Position Summary: We are seeking a detail-oriented and organized Studio Administrator to oversee the administrative operations of our s...
  • 7 Days Ago

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Administrator
  • Parkview Healthcare Center
  • Hayward, CA FULL_TIME
  • SUMMARY Responsible for the overall management of a facility. Plans, develops, directs, monitors and supports all operational, administrative, clinical, human resources, customer service and fiscal ac...
  • 8 Days Ago

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0 Employee Trust Administrator jobs found in Oakland, CA area

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Consulting Sales Engineer
  • Juniper Networks
  • Sunnyvale, CA
  • Job Description Juniper Networks has an immediate opening for a team-oriented, highly effective, and self-motivated indi...
  • 3/28/2024 12:00:00 AM

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Project Manager - Mid
  • ICONMA, LLC
  • San Francisco, CA
  • Project Manager - Mid Location: San Francisco, CA Duration: 6-7 months Description: Provide project management support f...
  • 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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ServiceNow Sales Specialist
  • Tech Mahindra
  • San Jose, CA
  • Role: ServiceNow Sales Specialist Location- West / East Coast- USA About the job We're seeking passionate sales leaders ...
  • 3/27/2024 12:00:00 AM

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Executive Assistant
  • GROUPE INSEARCH
  • San Francisco, CA
  • Job Description Job Description ABOUT THE COMPANY To create value for our clients through creative, actionable ideas and...
  • 3/27/2024 12:00:00 AM

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Corporate Counsel
  • Qualys
  • San Mateo, CA
  • Come work at a place where innovation and teamwork come together to support the most exciting missions in the world! Bri...
  • 3/27/2024 12:00:00 AM

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Associate, Client Services for a Prestigious Family Office
  • Hunter SF
  • San Francisco, CA
  • Our client is a very prestigious family office that is looking for an associate to join their growing team in San Franci...
  • 3/27/2024 12:00:00 AM

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Sr. Fintech Solutions Advisor
  • CriticalRiver Inc.
  • Pleasanton, CA
  • Summary: Provide expert advice and guidance to clients on fintech trends, technologies, and best practices, with a focus...
  • 3/25/2024 12:00:00 AM

Oakland is in the eastern region of the San Francisco Bay. In 1991 the City Hall tower was at 37°48′19″N 122°16′21″W / 37.805302°N 122.272539°W / 37.805302; -122.272539 (NAD83). (The building still exists, but like the rest of the Bay Area, it has shifted northwest perhaps 0.6 meters in the last twenty years.) The United States Census Bureau says the city's total area is 78.0 square miles (202 km2), including 55.8 square miles (145 km2) of land and 22.2 square miles (57 km2) (28.48 percent) of water. Oakland's highest point is near Grizzly Peak Blvd, east of Berkeley, just over 1,760 feet (...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$89,911 to $128,869
Oakland, California area prices
were up 4.5% from a year ago

Employee Trust Administrator in Moline, IL
An employee trust administrator is responsible for maintaining the records of the trust account for each eligible employee.
December 17, 2019
Employee Trust Administrator in Brockton, MA
The employee trust administrator is an employee benefits specialist and a member of the human resources team.
December 13, 2019
Employee Trust Administrator in Jamestown, NY
Based on our compensation data, the estimated salary potential for Employee Trust Administrator will increase 16 % over 5 years.
November 27, 2019