Trust Administration Assistant jobs in South Dakota
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
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Sioux Falls, SD
FULL_TIME
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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
Trust Officer
- Trident Trust
-
Sioux Falls, SD
FULL_TIME
- Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire ...
- 1 Month Ago
Senior Trust Officer
- Midwest Trust Company
-
SIOUX FALLS, SD
FULL_TIME
- Description Senior Trust OfficerMidwest Trust Company – Sioux Falls, SDAs a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on...
- 15 Days Ago
Dental Assistant
- Veterans Health Administration
-
Sioux Falls, SD
FULL_TIME
- The Sioux Falls VA Healthcare System is recruiting for two (2) full-time Dental Assistants. The Dental Assistant will be part of the Dental Service that provides restorative, endodontic, periodontal, ...
- 1 Month Ago
LEAD MEDICAL SUPPORT ASSISTANT
- US Veterans Health Administration
-
Sioux Falls, SD
FULL_TIME
- Duties Duties may include: Conduct phone audits Distribute and balance the workload among employees in accordance with established work flow or job specialization Assure timely accomplishment of the a...
- 10 Days Ago
Medical Support Assistant
- US Veterans Health Administration
-
Sioux Falls, SD
FULL_TIME
- Duties Major duties include but are not limited to: Working collaboratively in an interdisciplinary care delivery model and performs receptionist, customer service, and administrative duties for the p...
- 10 Days Ago
Trust Administration Assistant jobs at Popular Companies
Admin/Clerical - Administrative Assistant
- LanceSoft
-
Houston, TX
- Job Description: Title: Administrative Assistant Location: Jersey Village, TX Duration: 3 Months Shift: 1st Shift 08:00 ...
- 4/26/2024 12:00:00 AM
Receptionist / General Administrative Assistant
- First Industrial Realty Trust
-
Chicago, IL
- General Summary Receptionists are expected to have the phone line open and operating promptly at the time frame designat...
- 4/26/2024 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...
- 4/25/2024 12:00:00 AM
Administrative Assistant General Administrative
- Builders FirstSource, Inc.
-
Indio, CA
- Under general supervision performs a variety of administrative and clerical duties in support of one or more departments...
- 4/25/2024 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...
- 4/24/2024 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
Senior Administrative Assistant (Administrative Support Assistant III) - Card Operations
- Capital One
-
Richmond, VA
- West Creek 8 (12080), United States of America, Richmond, Virginia Senior Administrative Assistant (Administrative Suppo...
- 4/22/2024 12:00:00 AM
About South Dakota
South Dakota (/- dəˈkoʊtə/ (listen)) is a U.S. state in the Midwestern region of the United States. It is named after the Lakota and Dakota Sioux Native American tribes, who compose a large portion of the population and historically dominated the territory. South Dakota is the seventeenth largest by area, but the fifth smallest by population and the 5th least densely populated of the 50 United States. As the southern part of the former Dakota Territory, South Dakota became a state on November 2, 1889, simultaneously with North Dakota. Pierre is the state capital and Sioux Falls, with a populat...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$41,497 to $52,897
Most Popular Cities in South Dakota 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