Trust Administrator jobs in Carmel, IN

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)

N
TRUST OFFICER
  • Northwest Opportunities
  • FISHERS, IN FULL_TIME
  • The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries.

    Location will for this position could be in Muncie or Fishers, Indiana.

    Trust Officer Essential Functions
    • Comply with Trust policies and procedures
    • Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts
    • Assist with sett personal goals and targets
    • Review customer account transactions daily
    • Oversee / schedule client distributions / bill payments
    • Schedule client meets on periodic basis
    • Review financial / investment markets daily
    • Prepare / review customer documentation and agreements
    • Manage personal workload/workflow
    • Administer Trust relationships appropriately
    • Conduct regular investment review of portfolio with Investment Officer
    • Administer Guardianship accounts
    • Administer Custodian accounts
    • Assure appropriate management of IRA's and funds
    • Assure accurate / timely settlement of Estates
    • Respond to Employee Benefit inquiries appropriately
    • Develop a high community profile
    • Initiate and author client correspondence
    • Cultivate potential referrals from exist accounts
    • Analyze accurate customer needs
    • Recommend investment / trust alternatives
    • Perform presentations / meets with prospects
    • Finalize new agreements with customers
    • Coordinate and prepare information for RFP requests
    • Cross sell other Bank products and services
    • Recommend improvements to procedures
    • Maximize technology tools available
    • Assure accurate information passed to Trust Operations
    • Oversee system cod on individual accounts
    • Self-learn / knowledge of Microsoft Office / Trust Account System
    • Self-learn / knowledge of Internet & Email
    • Minimize departmental non-payroll costs
    • Adhere to stated Trust department fee schedules
    • Minimize nonstandard fee schedules
    • Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
    • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
    • Work as part of a team
    • Work with on-site equipment


    QUALIFICATIONS
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Education

    Bachelor's Degree business / finance / related preferred

    Work Experience

    8 - 12 years relevant experience preferred
    customer service or sales experience preferred


    General Supervisory/Manager Knowledge, Skills, and Abilities


    Working proficiency in:


    • Ability to identify existing and potential problems, obtain and evaluate relevant information, identify possible causes of the problems, and suggest an alternative course of action including innovative or creative approaches 
    • Ability to allocate and effectively use information, personnel, time, and other resources necessary for implementation of Northwest’s strategic plans 
    • Ability to make decisions, render judgments, and take action on tasks within the scope of given authority in a timely fashion 
    • Ability to develop, evaluate, and implement alternative courses of action, based on correct assumptions concerning resources and guidelines, and support decisions or recommendations with data or reasoning 
    • Ability to present and express ideas and information effectively and concisely in an oral and/or written mode in a manner appropriate for the audience 
    • Ability to listen and comprehend what others are saying and facilitate the open exchange of ideas and information 
    • Ability to motivate and provide direction in the activities of others, appropriately assigning work and authority, in the accomplishment of goals; providing advice and assistance as required
    • Ability to understand and appropriately apply procedures, requirements, regulations, and policies; maintain credibility with others on specialty matters 

    Additional Knowledge, Skills and Abilities

    -Team player
    -Excellent organizational and time management skills
    -Ability to analyze financial data
    -Strong client relationship management skills
    -Excellent interpersonal and communication skills

    #LI-JB1

    #LI-hybrid

  • 7 Days Ago

N
TRUST OFFICER
  • Northwest Bank
  • Carmel, IN FULL_TIME
  • DescriptionThe Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting...
  • 9 Days Ago

O
Trust Specialist
  • Oxford Financial Group, Ltd.
  • Carmel, IN FULL_TIME
  • Position Summary: Supports TCO Fiduciary Officers with administration of all trusts. Executes various processes and procedures designed to ensure that all trusts are being administered according to th...
  • 17 Days Ago

S
Trust Officer
  • Security Federal Savings Bank
  • Carmel, IN FULL_TIME
  • DescriptionThe Trust Officer develops new business and manages accounts for which the financial institution acts as trustee, court-appointed financial guardian, estate personal representative, investm...
  • 1 Month Ago

N
TRUST OFFICER
  • NORTHWEST BANK
  • Fishers, IN FULL_TIME
  • The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer i...
  • 1 Month Ago

T
Manager of Operations, Summer Learning Labs
  • The Mind Trust
  • Indianapolis, IN FULL_TIME
  • Interested candidates should send a resume and cover letter to Corrie Lapp at clapp@themindtrust.org. Position Overview The Manager of Operations, Summer Learning Labs will serve on the Finance and Op...
  • 25 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Trust Administrator jobs found in Carmel, IN area

M
HR Analyst
  • Merchants Bank of Indiana
  • Carmel, IN
  • Job Type Full-time Description Are you an HR professional who has dabbled in multiple HR disciplines? Do you often find ...
  • 3/28/2024 12:00:00 AM

K
Transaction Advisory Services (TAS) Tax Director
  • KSM (Katz, Sapper & Miller)
  • Indianapolis, IN
  • Description We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. Throug...
  • 3/27/2024 12:00:00 AM

U
Inside Sales Representative
  • USHA - Indiana (CNR-IN)
  • Indianapolis, IN
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/27/2024 12:00:00 AM

G
SAP EWM Solutions Architect
  • GyanSys Inc.
  • Indianapolis, IN
  • GyanSys is seeking an SAP EWM Solutions Architect to join our growing SAP Supply Chain Logistics practice. We offer a dy...
  • 3/26/2024 12:00:00 AM

I
Account Manager
  • Indy Division (CNR-IN)
  • Carmel, IN
  • 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

A
Entry Level Account Executive
  • ADP
  • Indianapolis, IN
  • ADP is hiring an Associate District Manager! Thanks for clicking! Let us tell you a little more... Do you love people an...
  • 3/25/2024 12:00:00 AM

B
Director Advisory Services
  • Baker Hill Solutions
  • Carmel, IN
  • Job Description Job Description Baker Hill, a renowned leader in providing cutting-edge financial technology solutions, ...
  • 3/25/2024 12:00:00 AM

I
Territory Account Manager
  • IntelinAir, Inc
  • Indianapolis, IN
  • Job Description Job Description Intelinair is seeking a talented Territory Manager! At Intelinair we exist to help growe...
  • 3/24/2024 12:00:00 AM

Carmel occupies the southwestern part of Hamilton County, adjacent to Indianapolis and, with the annexation of Home Place in 2018, is now entirely coextensive with Clay Township. It is bordered to the north by Westfield, to the northeast by Noblesville, to the east by Fishers, to the south by Indianapolis in Marion County, and to the west by Zionsville in Boone County. The center of Carmel is 15 miles (24 km) north of the center of Indianapolis. According to the 2010 census, Carmel has a total area of 48.545 square miles (125.73 km2), of which 47.46 square miles (122.92 km2) (or 97.76%) is lan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$60,197 to $76,916
Carmel, Indiana area prices
were up 1.3% 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