Trust Administration Assistant jobs in Omaha, 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 ...
- 23 Days Ago
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...
- 19 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...
- 15 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
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0 Trust Administration Assistant jobs found in Omaha, NE area
Administrative Assistant to the Principal - Hamlow Elementary
- District 145 - Waverly
-
Waverly, NE
- Position: Administrative Assistant to the Principal - Hamlow Elementary Description: The successful candidate will have ...
- 4/19/2024 12:00:00 AM
Front Office Administrative Assistant
- Spring Ridge Dental Care
-
Omaha, NE
- Overview: Front Office Administrative Assistant Spring Ridge Dental Care, is looking for a Business Assistant to join ou...
- 4/18/2024 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...
- 4/17/2024 12:00:00 AM
Administrative Assistant
- Electronic Design & Manufacturing (EDM)
-
La Vista, NE
- Pivot-EDM is a premier ISO certified full-service Custom and Contract Manufacturing Company, specializing in the manufac...
- 4/17/2024 12:00:00 AM
Administrative Assistant - EHS and Manufacturing Excellence
- Hiring Now!
-
Omaha, NE
- Reporting to the VP of EHS you will provide operative support to the Environment, Health and Safety (EHS) and Manufactur...
- 4/17/2024 12:00:00 AM
Part-time Advisor Administrative Assistant
- Renaissance Financial
-
Omaha, NE
- About Renaissance Financial Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis...
- 4/17/2024 12:00:00 AM
Call Center Administrative Assistant
- The Reserves Network, Inc.
-
Omaha, NE
- Job Description Job Description When you step into the role of the call center administrative assistant, you unlock endl...
- 4/16/2024 12:00:00 AM
Legal Administrative Assistants - Des Moines, IA and Omaha, NE
- S&S Employment Partners
-
Omaha, NE
- Job Description Job Description Established Law Firm with multiple locations and different practice areas seeks two seas...
- 4/16/2024 12:00:00 AM
About Omaha, Nebraska
Omaha (/ˈoʊməhɑː/ OH-mə-hah) is the largest city in the state of Nebraska and the county seat of Douglas County. Omaha is located in the Midwestern United States on the Missouri River, about 10 miles (15 km) north of the mouth of the Platte River. The nation's 40th-largest city, Omaha's 2018 estimated population was 466,061.
Omaha is the anchor of the eight-county, bi-state Omaha-Council Bluffs metropolitan area. The Omaha Metropolitan Area is the 59th largest in the United States, with an estimated population of 944,316 (2018). The Omaha-Council Bluffs-Fremont, NE-IA Combined Statistical Are...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$43,897 to $55,957
Omaha, 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