Trust Administrator jobs in Burlington, NC

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Administrator
  • Everstory Partners
  • Siler, NC FULL_TIME
  • Description

    Why Everstory


    At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.



    The Impact You Will Make


    The Administrator role at Everstory is multi-faceted with the ability to learn multiple parts of the business while supporting our customers and team members. In this position, no two days will be the same. You will be responsible for creating a customer focused environment with every interaction you have through answering phones, scheduling appointments, helping on-board team members and assisting your locations leadership team. You will also be responsible for:

    • Contract processing and quality control, including verification that all contracts are valid before entry. 
    • Banking duties: cash receipt entry, deposit slips, credit card transactions and bank deposits. May include trips to the bank for actual cash deposits.
    • Cemetery daily processing of IOA’s (Interment Order and Authorization), following the company standards and policies.
    • File maintenance and record keeping: update customer files including all new sales and burials. Scan all documentations as required. Maintain Records of all memos, e-mails, corporate policies, and programs implemented.
    • Human Resources: coordinate onboarding responsibilities as needed.
    • Accounts Payable: Insure all bills are paid promptly. Process all purchases and invoices through the current system.
    • Deeds and Certificates: Provide deeds and certificates to Sales Management each week. Log and process according to your location and or state guidelines. Trust Certificates: Check for accuracy, compare to contracts, sign and place in custom file return (email) to the Home Office Trust Department.
    • Work and Memorial Orders – Order Memorials when PIF (Paid in Full). Manage work orders for Park Services. 
    • White Board Meetings– Take part in daily meetings between Administration, Maintenance, and Sales Department.
    • Reporting: may include Trust, state required, and month end processing.

    Requirements

    • Basics: Multi-Line phone skills required. Filing skills (Alphabetically). Ability to type 40 words per minute with minimal errors and data entry skills. Basic math and computer skills including word processing (Word) and spreadsheet (Excel) applications or Google equivalents.
    • Customer Focus: Ability to abide by all company policies and keep all employee and customer information confidential. Excellent customer service skills and optimal interpersonal skills.
    • Team Focus: Proficient organizational skills. Ability to multitask efficiently and work well independently or as part of a team. Ability to effectively and quickly complete tasks and assignments and meet deadlines.
    • Must possess a valid state driver’s license and have access to a personal vehicle for some locations. 
    • High School equivalency required.
    • Minimum of one-year experience in administration or customer service.

    Our Investment in You

    Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!



    Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

  • 23 Days Ago

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General Interest
  • Old North State Trust
  • Greensboro, NC FULL_TIME
  • If you have an interest in joining Old North State Trust, but don't see a posted position that is a perfect fit for you, feel free to submit your information here. We'll review your submission, keep i...
  • 2 Days Ago

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Commercial/Small Business Relationship Manager
  • American National Bank and Trust Company
  • Mebane, NC FULL_TIME
  • DescriptionAmerican National’s tradition of community banking dates back 114 years to its founding in 1909, growing from a single office to a full-service bank with 26 branches in Virginia and North C...
  • 6 Days Ago

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Commercial Relationship Manager - Greensboro
  • American National Bank and Trust Company
  • Greensboro, NC FULL_TIME
  • DescriptionAmerican National’s tradition of community banking dates back 114 years to its founding in 1909, growing from a single office to a full-service bank with 26 branches in Virginia and North C...
  • 12 Days Ago

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Practice Administrator
  • Cone Health
  • Greensboro, NC FULL_TIME
  • OverviewTalent Pool: LeadershipThe Practice Administrator will manage the day-to-day operational aspects of a practice, (possibly multiple locations); and ongoing projects within the practice. The Pra...
  • 19 Days Ago

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Contract Administrator
  • Performance Contracting Group
  • Liberty, NC FULL_TIME
  • Company Overview: Performance Contracting Group is a national employee-owned specialty contractor that offers quality services and products to the commercial, industrial, and non-residential construct...
  • 19 Days Ago

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0 Trust Administrator jobs found in Burlington, NC area

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US Benefits and Pension Manager
  • Sandvik
  • Mebane, NC
  • Sandvik in Mebane, NC is looking for a US Benefits and Pension Manager Pay range is $85k to $110k, depending upon level ...
  • 3/28/2024 12:00:00 AM

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Senior Pricing Manager
  • Avalara Inc.
  • Durham, NC
  • Overview Avalara is looking for a highly motivated individual to join our Global Deal Desk function. This position will ...
  • 3/27/2024 12:00:00 AM

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Business Sales Executive
  • DataStaff, Inc.
  • Greensboro, NC
  • DataStaff, Inc. is seeking a Business Sales Executive for a direct-hire opportunity with one of our direct clients in Gr...
  • 3/26/2024 12:00:00 AM

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Account Executive
  • Greensboro Division (PNY-GN)
  • Greensboro, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/26/2024 12:00:00 AM

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Chief Technology Officer
  • apexanalytix
  • Greensboro, NC
  • JOB DESCRIPTION:- Position Title: CTO (Chief Technology Officer) Reports to: COO Shift Timings – 8 AM Eastern to 5 PM Ea...
  • 3/25/2024 12:00:00 AM

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Inside Sales Representative
  • Advisors North Carolina (PNY-GN)
  • Burlington, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/24/2024 12:00:00 AM

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Outside Sales Representative
  • ADP
  • Greensboro, NC
  • ADP is hiring an Associate District Manager, Small Business Services. Thanks for clicking! Let us tell you a little more...
  • 3/24/2024 12:00:00 AM

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MGR I GLOBAL TRADE COMPLIANCE - REMOTE
  • TE Connectivity
  • Browns Summit, NC
  • At TE, you will unleash your potential working with people from diverse backgrounds and industries to create a safer, su...
  • 3/24/2024 12:00:00 AM

Burlington is a city in Alamance and Guilford counties in the U.S. state of North Carolina. It is the principal city of the Burlington, North Carolina Metropolitan Statistical Area, which encompasses all of Alamance County, in which most of the city is located, and is a part of the Greensboro-Winston-Salem-High Point CSA. The population was 50,042 at the 2010 census, which makes Burlington the 17th largest city in North Carolina. The Metropolitan Statistical Area population was over 150,000 in 2010. Burlington is located at 36°5′23″N 79°26′44″W / 36.08972°N 79.44556°W / 36.08972; -79.44556 ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,939 to $75,308
Burlington, North Carolina area prices
were up 1.5% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020