Trust Administration Assistant jobs in Minnesota
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
-
Minneapolis, MN
FULL_TIME
- 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 Required Skills: 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. Preferred Consideration Given For: Knowledgeable in or has performed the role of a Trust Administrator Knowledge of the different types of life insurance products
- 7 Days Ago
Trust & Estates Legal Assistant
- Grant-Shannon
-
Minneapolis, MN
FULL_TIME
- We are seeking a Legal Assistant to join our growing Tax, Trusts, and Estates department in our Minneapolis office. As a valued team member, you will provide legal administrative support in a fast-pac...
- 25 Days Ago
Administration Assistant
- Westminster Information Technology
-
Minneapolis, MN
FULL_TIME
- We are seeking an Administration Assistant to join our team! You will perform clerical and administrative functions in order to drive company success.Responsibilities:Draft correspondences and other f...
- 7 Days Ago
Senior Executive Assistant
- First International Bank & Trust
-
Edina, MN
FULL_TIME
- First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. The primary role of the in-office Senior Executi...
- 13 Days Ago
Executive Assistant to School Administration
- Living Word/Maranatha Christian Academy
-
Brooklyn, MN
FULL_TIME
- Summary Maranatha Christian Academy (MCA) is a private school serving Grades Pre-kindergarten through 12 in Brooklyn Park, MN. We are an influential school of collaborators, innovators, and explorers ...
- Just Posted
Front Desk / Administration Assistant
- Golden Valley Golf and Country club
-
Minneapolis, MN
FULL_TIME
- The Club at Golden Valley Position Title: Front Desk / Administrative Assistant Status: 25 – 32 Hours Tuesday-Saturday Hours of Operation are 9:00 AM to 7:00 PM Tuesdays – Fridays and Saturdays: 8 am ...
- 18 Days Ago
Trust Administration Assistant jobs at Popular Companies
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...
- 4/19/2024 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...
- 4/19/2024 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...
- 4/19/2024 12:00:00 AM
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
- UT Health San Antonio
-
San Antonio, TX
- Job Summary: Under direct supervision, provides general administrative support to a department or group of professionals...
- 4/18/2024 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
About Minnesota
Minnesota (/ˌmɪnɪˈsoʊtə/ (listen)) is a state in the Upper Midwest and northern regions of the United States. Minnesota was admitted as the 32nd U.S. state on May 11, 1858, created from the eastern half of the Minnesota Territory. The state has a large number of lakes, and is known by the slogan the "Land of 10,000 Lakes". Its official motto is L'Étoile du Nord (French: Star of the North).
Minnesota is the 12th largest in area and the 22nd most populous of the U.S. states; nearly 60% of its residents live in the Minneapolis–Saint Paul metropolitan area (known as the "Twin Cities"). This area i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$47,221 to $60,193
Most Popular Cities in Minnesota 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