Employee Trust Administrator jobs in the United States

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 Employee Benefits Administrator
  • First State Bank & Trust
  • Williston, ND FULL_TIME
  • Essential Duties and Responsibilities:

    • Process Contributions to Employee Benefits plans and prepare reports and purchase mutual funds as determined by employee’s investment elections.
    • Maintain accounting records of accounts. Ensure up to date forms are kept, prepare recap sheets and allocations and process quarterly fees as directed.
    • Maintain Relius Web. Complete monthly Matrix participant count requests.
    • Send out plan year end census requests. Keep Critical Date Log up to Date as well as prepare employee packet meeting materials.
    • Work closely with the accountant to provide trust tax information and ensure timely filing of 5500’s.
    • New Business Development.
    • Back up for Executive Secretary as well as numerous other assignments as they come up.
    • Minimum associates degree or equivalent work in financial, legal or wealth management industry
    • Organization skills, multi-tasked oriented and possess attention to detail to curtail errors
    • Good oral and written communication skills, ability to learn quickly and to work as a team player
    • Basic calculator skills, office machine usage and experience in accounting/bookkeeping
    • Experience using Microsoft Office Suites and experience in tax preparation is helpful
    • When visiting with clients and the public listen for the opportunities to sell and cross sell services provided by the Bank
    • Obtain a general knowledge of the trust business and become proficient in functions of the operations department and employee benefit area of the trust department

    This position requires a high level of confidentiality and attention to detail. The Employee Benefit Administrator will maintain employee benefit accounts, assist with employer meetings and be a team player with all members of the Trust department. The candidate for this position will know the aspects of Trust Operations and Employee Benefit tax rules and regulations. Accuracy, professionalism and confidentiality are of utmost importance.


    First State Bank & Trust is an equal opportunity employer.

  • 26 Days Ago

T
Trust Administrator
  • Trident Trust
  • Sioux Falls, SD FULL_TIME
  • Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire ...
  • 18 Days Ago

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Trust Administrator
  • Guaranty Bank and Trust NA
  • Addison, TX FULL_TIME
  • The Trust Administrator will perform specialized administrative support within the Trust Department along with performing back up duties to the Trust Administrative Officer. The job functions include:...
  • 20 Days Ago

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TRUST ADMINISTRATOR
  • GreatBanc Trust Company
  • Lisle, IL FULL_TIME
  • GreatBanc Trust Company is nationally recognized as a highly skilled independent trustee specializing in employee stock ownership plans (ESOPs), as well as a provider of comprehensive personal trust a...
  • 24 Days Ago

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Trust Administrator
  • Alliance Trust Company
  • Reno, NV FULL_TIME
  • Alliance Trust Company of Nevada is seeking to fill a full-time hybrid (remote/in-office) Trust Administrator position to support the Trust Officer in the coordination of services and administration o...
  • 7 Days Ago

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Personal Trust Administrator
  • Midwest Trust Company
  • SIOUX FALLS OR RAPID CITY, SD FULL_TIME
  • Description Personal Trust AdministratorSIOUX FALLS / RAPID CITY SOUTH DAKOTADescriptionMidwest Trust Company is looking for an experienced Personal Trust Administrator who will work with high net wor...
  • 1 Day Ago

C
Senior Trust Officer - Client Services
  • Chevy Chase Trust
  • Bethesda, MD
  • Position Summary: The Senior Trust Officer is responsible for all administrative tasks related to the client relationshi...
  • 3/29/2024 12:00:00 AM

C
Trust Officer, Client Onboarding Associate
  • Chevy Chase Trust
  • Bethesda, MD
  • Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advi...
  • 3/28/2024 12:00:00 AM

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Senior Consultant, Public Affairs - Energy
  • FTI Consulting, Inc.
  • Washington, DC
  • Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting e...
  • 3/28/2024 12:00:00 AM

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Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • Washington, DC
  • Job Description Job Description Relationship Manager Remote in Washington, DC Washington, DC corridor Amazing remote Fin...
  • 3/28/2024 12:00:00 AM

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VCIO/Client Strategy Advisor
  • DP Solutions
  • Columbia, MD
  • Job Description Job Description CLIENT STRATEGY ADVISOR Are you an experienced technical account manager or consultant w...
  • 3/27/2024 12:00:00 AM

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Senior Tax Manager
  • Fiducial
  • Columbia, MD
  • Job Description Job Description Senior Tax Manager Company Overview Founded in France in 1970, Fiducial is a major provi...
  • 3/26/2024 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

B
Account Executive - Commercial
  • BizFlow Corp.
  • Falls Church, VA
  • Account Executive - Commercial Reports To: VP, Growth and Solution Architecture Department: Corporate Division: Commerci...
  • 3/25/2024 12:00:00 AM

Income Estimation for Employee Trust Administrator jobs
$73,697 to $105,631