Trust Administration Assistant jobs in Nebraska
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
Loan Servicing Assistant
- Adams Bank and Trust
-
Kearney, NE
FULL_TIME
- We're looking to add a detail oriented, organized, and team centric member to our loan servicing department! Flexibility to work remotely from a home office within the state of NE for qualified candid...
- 5 Days Ago
Loan Servicing Assistant
- Adams Bank and Trust
-
Ogallala, NE
FULL_TIME
- We're looking to add a detail oriented, organized, and team centric member to join our loan servicing department! This position can be located in any one of our branch locations, space permitting. Thi...
- 1 Month 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...
- 20 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
-
Omaha, NE
FULL_TIME
- RECRUITMENT INCENTIVE IS AUTHORIZED FOR HIGHLY QUALIFIED CANDIDATES. The Advanced Medical Support Assistant (AMSA) is under the direct supervision of the Assistant Chief, VA Care in the Community (CIT...
- 1 Month 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...
- 4/24/2024 12:00:00 AM
Clerical / Administrative Assistant
- Manpower
-
Hortonville, WI
- Warehouse Administrative Assistant Our client in Appleton, WI is looking for hardworking, motivated talent to join their...
- 4/24/2024 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...
- 4/24/2024 12:00:00 AM
Senior Administrative Assistant (Administrative Support Assistant III) - Risk Management
- Capital One
-
Mc Lean, VA
- Center 3 (19075), United States of America, McLean, Virginia Senior Administrative Assistant (Administrative Support Ass...
- 4/22/2024 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 ...
- 4/21/2024 12:00:00 AM
Trust Administration Assistant
- Commonwealth Trust Company
-
Wilmington, DE
- Job Description Job Description This position is responsible for providing administrative support to the Trust Administr...
- 4/21/2024 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...
- 4/20/2024 12:00:00 AM
Administrative Assistant General Administrative
- Builders FirstSource, Inc.
-
Dallas, TX
- Under general supervision performs a variety of administrative and clerical duties in support of one or more departments...
- 4/20/2024 12:00:00 AM
About Nebraska
The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$43,482 to $55,427
Most Popular Cities in Nebraska 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