Trust Administration Assistant jobs in Fremont, NE
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Trust Administration Analyst
- Longevity Holdings
-
Omaha, NE
FULL_TIME
-
Longevity Holdings (doing business through its subsidiaries ITM TwentyFirst, ITM, The Berwyn Group, Inc., Maple Life Analytics, LexServ, Fasano & Associates and PBI Research Services) is a fast growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.
The Trust Administration Analyst will manage a set number of life insurance policies and trust accounts. This individual will prepare premium notices for trust grantors and beneficiaries, facilitates premium disbursement requests, handle correspondence from carriers and client. The Trust Administration Analyst takes the lead role in building their client relationships and delivering highly accurate life insurance policy reports. This involves the evaluation and interpretation of life insurance illustrations, statements, policy contracts, and relevant policy documentation. As with any rapidly growing company and team, the responsibilities for this position will continue to evolve based business needs, the individual’s career goals and their ability to learn.
Essential Job Responsibilities:
- Review and interpretation of Life Insurance documents such as carrier illustrations, statements, and policy contracts.
- Manage between 350-500 trust accounts based on the requirements defined in the client’s service agreement.
- Onboard new client accounts with accuracy for successful trust administration and product review
- Prepare correspondence for trust grantors and beneficiaries.
- Act as a point of contact and provide daily support for our external clients regarding policy analytics and details.
- Establish and maintain close working relationships with external and internal clients.
- Be an expert at trust administration and become fluent in life insurance product knowledge.
- Provide back-up and assistance to others in this position.
- Perform Annual Life Insurance Policy Reviews
- Bachelor’s degree or equivalent work experience
- Strong interpersonal and relationship-building skills with a customer service focus
- Excellent knowledge of Microsoft Office
- Exceptional organizational and problem-solving skills as well as a high capacity for multi-tasking
- An ability to work independently in an efficient and responsible manner.
- Adaptable and willing to take on new challenges and opportunities.
- Eagerness to learn in this position is essential.
- Knowledgeable in or has performed the role of a Trust Administrator
- Knowledge of the different types of life insurance products
- Summer hours (Friday FLEX program): full time employees will be able to participate in our summer flex hours. Participating employees will enjoy a four-hour work day every other Friday (must still work 40 hours)
- WEX (lifestyle) funds: The company is committed to the continuous improvement and career development of employees. The purpose of the plan is to outline the resources available to support each employee’s career goals and company’s business needs.
- Career pathing: we develop a career path that identifies opportunities for advancement based on your unique skills, interests, career objectives, and details the steps needed to take.
- A sense of belonging: We are committed to offering a diverse and inclusive workplace.
- Virtual contests and giveaways plus team building activities
Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/ - 1 Month Ago
Paralegal | Estate and Trust Planning and Administration
- Koley Jessen P.C., L.L.O.
-
Headquarters, NE
FULL_TIME
- Paralegal | Estate and Trust Planning and Administration We offer our clients the largest and most credentialed team of estate planning and estate/trust administration professionals in the region. We ...
- Just Posted
Administration
- George C. Grape Community Hospital
-
Hamburg, IA
FULL_TIME
- Community Outreach Specialist - Administration The Community Outreach Specialist will represent the vision and mission of GCGCH to the healthcare industry, consumer market, and community. Including en...
- 27 Days Ago
Nursing Assistant - Acute Care
- US Veterans Health Administration
-
Omaha, NE
FULL_TIME
- Duties Total-Rewards-of-an-Allied-Health-VA-Career-Brochure.pdf General duties of the position include but are not limited to: The nursing assistant considers all characteristics of the individual, in...
- 22 Days Ago
Medical Support Assistant
- Veterans Health Administration
-
Omaha, NE
FULL_TIME
- RECRUITMENT INCENTIVE IS AUTHORIZED FOR HIGHLY QUALIFIED CANDIDATES. The Medical Support Assistant (MSA) is under the direct supervision of the Assistant Chief, VA Care in the Community (CITC) and is ...
- 1 Month Ago
Advanced Medical Support Assistant
- Veterans Health Administration
-
Shenandoah, IA
FULL_TIME
- The Advanced Medical Support Assistant (AMSA) with Outpatient Services Scheduling (OSS) work impacts the administrative aspect of patient care including access, scheduling/coordinating appointments us...
- 1 Month Ago
Filters
- Current Active Filter
- Fremont, NE
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Trust Administration Assistant jobs found in Fremont, NE area
Administrative Assistant
- Seldin Company
-
Omaha, NE
- Overview: Seldin Company is seeking an Administrative Assistant for our corporate office in Omaha, NE. This position wil...
- 4/26/2024 12:00:00 AM
Grant Administrative Assistant
- Boys Town
-
Omaha, NE
- Provides administrative assistance for managing day-to-day aspects of grant processing and reporting and will also provi...
- 4/26/2024 12:00:00 AM
Accounting Administrative Assistant
- Nesco Resource
-
Omaha, NE
- Job Overview: We are seeking a detail-oriented and organized individual to join our team as an Accounting Administrative...
- 4/26/2024 12:00:00 AM
Accounting Administrative Assistant
- Nesco Resource, LLC
-
Omaha, NE
- Job Overview: We are seeking a detail-oriented and organized individual to join our team as an Accounting Administrative...
- 4/26/2024 12:00:00 AM
Administrative Assistant
- Infrasource Services Inc
-
Omaha, NE
- InfraSource, A Quanta Services Company At InfraSource, we believe in developing and retaining the best people in the ind...
- 4/25/2024 12:00:00 AM
Substitute Administrative Assistants
- Council Bluffs Community School District
-
Council Bluffs, IA
- Substitute Administrative Assistants JobID: 7296 + Position Type: Substitute/ Substitute + Date Posted: 8/8/2023 + Locat...
- 4/25/2024 12:00:00 AM
Administrative Assistant
- Lucas James Talent Partners
-
Omaha, NE
- We are working with Conagra to find them their next Administrative Assistant in Omaha. Reporting to the VP of EHS, you w...
- 4/24/2024 12:00:00 AM
Administrative Assistant
- Outsource One Bookkeeping & Payroll Services L.L.C.
-
Omaha, NE
- Outsource One Services is a small but mighty local bookkeeping and payroll company serving business in many different in...
- 4/22/2024 12:00:00 AM
About Fremont, Nebraska
Fremont is a city in Dodge County in the eastern portion of the state of Nebraska in the Midwestern United States. The population was 26,397 at the 2010 census. Fremont is the county seat and the home of Midland University.
Fremont is located along the Platte River, approximately 35 miles (56 km) northwest of the largest city in the area, Omaha, and 50 miles (80 km) northeast of the state capitol, Lincoln.
According to the United States Census Bureau, the city has a total area of 8.85 square miles (22.92 km2), of which, 8.80 square miles (22.79 km2) is land and 0.05 square miles (0.13 km2) i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$43,066 to $54,898
Fremont, Nebraska area prices
were up 0.8% from a year ago
were up 0.8% from a year ago
What does a Trust Administration Assistant do?
Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020