Employee Trust Administrator jobs in Virginia Beach, VA

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 Service Administrator - Financial Firm - Virginia Beach, VA
  • Advisor Employee Services
  • Virginia, VA FULL_TIME
  • Client Service Administrator
     
    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
     
     Our growing financial service firm, Parker Financial Group, in Virginia Beach, VA 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.
     
    Job Description:
    The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
     
    Key Skills:
    • 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
    • 2 years Financial Industry experience, 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
    • Securities licensed, preferred – Series 65 and Life and Health
    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
    • Input notes into CRM and keep updated
    • Coordinate and follow up on each client transfer
    • Review application prior to submission
    • Follow application process from start to finish
    • 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
    Salary:
    $45,000 - $50,000/year
     
    Benefits:
    401(k)
    PTO
     
     
    Presented by Advisor Employee Services Thank you for your interest in the Client Service 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!

  • 20 Days Ago

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New Business Processor - Financial Firm - Virginia Beach, VA
  • Advisor Employee Services
  • Virginia, VA FULL_TIME
  • New Business Processor Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly ...
  • Just Posted

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Zero Trust Architect
  • Syms Strategic Group, LLC (SSG)
  • Virginia, VA FULL_TIME
  • Syms Strategic Group (SSG) is seeking a talented Zero Trust ArchitectDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust (MBI)...
  • 10 Days Ago

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Senior Zero Trust Engineer
  • Syms Strategic Group, LLC (SSG)
  • Virginia, VA FULL_TIME
  • Syms Strategic Group (SSG) is seeking a talented Senior Zero Trust EngineerDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust...
  • 10 Days Ago

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Zero Trust Engineer
  • Syms Strategic Group, LLC (SSG)
  • Virginia, VA FULL_TIME
  • Syms Strategic Group (SSG) is seeking a talented Zero Trust EngineerDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust (MBI) ...
  • 10 Days Ago

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Administrator
  • JayKay Services LLC
  • Virginia, VA FULL_TIME
  • Company Description JayKay Services is a dynamic and rapidly growing multiservice company dedicated to empowering individuals and families by delivering expert tax and immigration services, located in...
  • 14 Days Ago

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0 Employee Trust Administrator jobs found in Virginia Beach, VA area

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Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • Virginia Beach, VA
  • Job Description Job Description Relationship Manager Remote Amazing remote Financial Advisor, Insurance Agent, and Relat...
  • 4/25/2024 12:00:00 AM

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Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • Virginia Beach, VA
  • Relationship Manager Remote Virginia Beach, VA Amazing remote Financial Advisor, Insurance Agent, and Relationship Manag...
  • 4/24/2024 12:00:00 AM

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Tax Manager
  • Carmines Robbins & Co
  • Newport News, VA
  • Job Description Job Description Job Description Carmines, Robbins & Company, PLC is seeking a proficient and detail-focu...
  • 4/23/2024 12:00:00 AM

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Senior Tax Accountant
  • Carmines Robbins & Co
  • Newport News, VA
  • Job Description Job Description Job Description Carmines, Robbins & Company, PLC, renowned for delivering exceptional ta...
  • 4/23/2024 12:00:00 AM

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Senior Principal Engineer Site Reliability
  • Dell
  • Virginia Beach, VA
  • Senior Principal Engineer Site Reliability Dell Technologies customers rely on our products and services to drive progre...
  • 4/23/2024 12:00:00 AM

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Field Application Specialist - HammerHead
  • The Toro Company
  • Virginia Beach, VA
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 4/23/2024 12:00:00 AM

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Retail Sales Advisor
  • Office Depot, Inc.
  • Virginia Beach, VA
  • **Retail Sales Advisor** Stores 749 Hilltop North SHP CTR, Virginia Beach , VA Feb 25, 2022 52922 **Overview** At Office...
  • 4/22/2024 12:00:00 AM

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Territory Sales Representative
  • ADP
  • Norfolk, VA
  • ADP is hiring a Sales Representative, Mid-Sized Accounts. Are you ready to control your financial future with unlimited ...
  • 4/22/2024 12:00:00 AM

Virginia Beach is located at 36°51′02″N 75°58′40″W / 36.8506°N 75.9779°W / 36.8506; -75.9779 (Virginia Beach). According to the United States Census Bureau, the city has a total area of 497 square miles (1,290 km2), of which 249 square miles (640 km2) is land and 248 square miles (640 km2) (49.9%) is water. It is the largest city in Virginia by total area and third-largest city land area. The average elevation is 12 feet (3.7 m) above sea level. A major portion of the city drains to the Chesapeake Bay by way of the Lynnhaven River and its tributaries. The city is located at the southeaster...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$70,594 to $101,186
Virginia Beach, Virginia area prices
were up 1.2% 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