Trust Administration Assistant jobs in Iowa
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
-
Cedar, IA
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
Loan Administration Specialist
- Fidelity Bank & Trust
-
Oelwein, IA
FULL_TIME
- DescriptionAre you ready to embark on a rewarding career journey in the heart of our thriving financial institution? Fidelity Bank & Trust is seeking a highly motivated and detail-oriented individual ...
- 1 Month Ago
Credit Administration Intern Summer 2024
- Cedar Rapids Bank & Trust
-
Rapids, IA
INTERN
- Cedar Rapids Bank & Trust is committed to being the most customer-focused financial institution in Cedar Rapids and is seeking an individual that is passionate about building customer relationship. CR...
- 1 Month Ago
Administrative Assistant - Trust
- First National Bank
-
Ames, IA
FULL_TIME
- Major Functions: Provides a variety of administrative and staff support services for First National Bank, United Bank & Trust, and Iowa State Savings Bank Trust Departments. Essential Duties: Provides...
- 8 Days Ago
Trust Administrative Assistant
- Citizens 1st National Bank
-
Storm Lake, IA
FULL_TIME
- Company DescriptionCitizens First National Bank is a medium sized local community bank providing products and services covering Commercial Banking, Retail Banking, Wealth Management, Farm Management a...
- 1 Month Ago
Administration Assistant
- Berry Global, inc
-
Ayrshire, IA
FULL_TIME
- Contact Please apply by sending your CV to: Stacey Campbell, HR Manager | bpi, StaceyCampbell@berryglobal.com Closing date for applications: 6/05/2024 Overview The bpi division sits within the Enginee...
- 1 Day Ago
Trust Administration Assistant jobs at Popular Companies
Administrative Support
- Manpower
-
Tulsa, OK
- As a Sales Support Administrative Assistant, you will be the backbone of various departments and teams, providing essent...
- 4/18/2024 12:00:00 AM
Administrative Assistant 2 (Environmental Administrative Support)
- State of Washington
-
Lakewood, WA
- Administrative Assistant 2 Environmental Section. Construction & Facilities Management Office (CFMO)Camp Murray, WA - Th...
- 4/17/2024 12:00:00 AM
Buyers' Clerical / Administrative Support
- EbLens
-
Torrington, CT
- **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
- 4/16/2024 12:00:00 AM
Admin/Clerical - Administrative Assistant
- LanceSoft
-
Houston, TX
- Job Description: Title: Administrative Assistant Location: Jersey Village, TX Duration: 3 Months Shift: 1st Shift 08:00 ...
- 4/16/2024 12:00:00 AM
Receptionist / General Administrative Assistant
- First Industrial
-
Chicago, IL
- Job Description Job Description General Summary Receptionists are expected to have the phone line open and operating pro...
- 4/15/2024 12:00:00 AM
ADMINISTRATIVE ASSISTANT - SR. SECRETARY - Administrative Support
- Southwest Research Institute
-
San Antonio, TX
- Who We Are: The SwRI Machinery Department performs applied engineering research, development, and testing of machinery a...
- 4/14/2024 12:00:00 AM
Temporary Clerical & Administrative Support Opportunities
- California State University System
-
Fresno, CA
- Job Summary Fresno State is seeking dedicated individuals interested in Clerical and Administrative positions. The appoi...
- 4/14/2024 12:00:00 AM
Office Clerk/Administrative Assistant
- DION GENERATOR SOLUTIONS INC
-
Miami, FL
- Job Description Job Description Answer phones and route them accordingly Answer general inquiries from potential custome...
- 4/14/2024 12:00:00 AM
About Iowa
Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north.
In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$44,174 to $56,310
Most Popular Cities in Iowa for Trust Administration Assistant Jobs
What does a Trust Administration Assistant do?
Trust Administration Assistant in Worcester, MA
Volunteering for the Wilberforce Trust gives; a chance to meet new people; to develop new skills; gain experience and knowledge; to be respected and valued for your involvement; the satisfaction of helping others; and valuable use of your spare time.
February 06, 2020
Trust Administration Assistant in Norfolk, VA
The Trust is committed to safeguarding children and successful candidates will be subject to an Enhanced DBS check.
February 17, 2020
Trust Administration Assistant in Altus, OK
Ensure that the trust account set-up and on-going administration of all fiduciary accounts is in full compliance with all applicable statutes and regulations.
November 27, 2019