Trust Administrator jobs in Greenville, 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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Trust and Estates Paralegal
  • Ultimate
  • Raleigh, NC FULL_TIME
  • Job Description

    Ultimate Staffing is seeking an experienced Trust and Estates Paralegal for a great law firm in Raleigh, NC.

    This is a full time, direct hire opportunity.

    Salary: $75/k to $85/k

    Responsibilities:

    ? Draft estate planning documents, advance directives, wills, revocable and irrevocable trusts, probate

    petitions, waivers and consents, and prepare entity formation documents and operating agreements.

    ? Prepare and file probate forms; administer estates, including preparation of estate application, inventory of

    assets and annual/final accounting.

    ? Assist with preparing deeds and documents related to property transfers; preparing estate tax returns (IRS

    706 & 709) and fiduciary accounting.

    ? Heavily involved in client contact and client case management.

    ? Enter time entries and expenses in the Firm's timekeeping and expense-tracking software on a daily basis.

    Requirements:

    ? Bachelor's Degree. ABA approved Paralegal Certificate is a plus. Notary is a plus.

    ? Knowledge of estate planning, estate litigation and trust administration is a plus.

    ? Ability to review and interpret wills and trust agreements and handle a significant case management load.

    ? Prior bookkeeping experience for accounting or professional services organizations is a plus.

    ? Excellent verbal and written communication skills; strong drafting skills; solid proofreading skills.

    ? Ability to track and meet deadlines and manage multiple projects simultaneously. Adaptable to ever

    changing priorities in a dynamic work setting.

    ? Proactive, positive, energetic and hardworking team player. Possess a strong client service mentality.

    ? Excellent interpersonal skills and the ability to professionally interact with attorneys, staff, and clients.

    ? Experience and proficiency in the use of technology to support Practice Group efforts. Advanced working

    knowledge of Microsoft Office (i.e., Word, Excel, Outlook, PowerPoint) and the ability to quickly learn

    additional applications relevant to the practice group. PDF Docs or Adobe, Elite or Thomson Reuters 3E and

    iManage experience is a plus.

    ? Exceptionally well organized, detail oriented and exercise strong practical problem-solving abilities using

    logic, creativity, collaboration and client service skills.

    ? Self-motivated, proactive and able to work independently to drive projects from start to completion in a

    timely manner to meet client deadlines.

    ? Ability to maintain confidential information with the utmost professional discretion.

    ? Availability to work weekdays between 8:30am - 5:30pm, with overtime as needed.

    All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


    To apply please email your resume to tphillips@ultimatestaffing.com
  • 6 Days Ago

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Trust and Estate Planning Attorney
  • Brady Cobin Law Group
  • Raleigh, NC FULL_TIME
  • About UsBrady | Cobin Law Group, PLLC, is a boutique firm located in Raleigh specializing in estate planning and administration, elder law, and estate litigation. We have a family-type atmosphere and ...
  • 11 Days Ago

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Administrator
  • Everstory Partners
  • Wake Forest, NC FULL_TIME
  • DescriptionWhy EverstoryAt 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 mi...
  • 15 Days Ago

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Administrator
  • August Healthcare
  • Rocky, NC FULL_TIME
  • Purpose of Your Job Position The primary purpose of your position is to direct the day-to-day functions of the Facility in accordance with current federal, state and local standards guidelines, and re...
  • 1 Month Ago

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Administrator
  • Wake County Public School System
  • Cary, NC FULL_TIME
  • Overview POSITION TITLE: Administrator WORKING TITLE: Administrator - WAKE Up and Read SCHOOL/DEPARTMENT: Literacy Programs and Office of Early Learning LOCATION: Crossroads II, Cary, NC PAY GRADE: Ad...
  • 27 Days Ago

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Tax Manager - Trust, Estate & Gift
  • TJT
  • Raleigh, NC FULL_TIME
  • TJT is seeking a Tax Manager to help our Trust, Estate & Gift practice. As a T&E Tax Manager, you will focus on tax review and oversee all aspects of trust and gift tax planning and compliance. You wi...
  • 4 Days Ago

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0 Trust Administrator jobs found in Greenville, NC area

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Wireless Retail Sales Associate - Greenville, NC
  • Atlanticwireless
  • Greenville, NC
  • **Position:** Wireless Retail Sales Associate - Greenville, NC **Location:** Greenville, NC **Job Id:** 619-Greenville, ...
  • 4/26/2024 12:00:00 AM

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Sales Consultant
  • Buff City Soap
  • Greenville, NC
  • Soap Maker - Part Time (this is a production-based position) Are you looking for a high energy job where you can share i...
  • 4/26/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Greenville, NC
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/24/2024 12:00:00 AM

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Bilingual Retail Sales Associate - Greenville, NC
  • Atlanticwireless
  • Greenville, NC
  • **Position:** Bilingual Retail Sales Associate - Greenville, NC **Location:** Greenville, NC **Job Id:** 624-Greenville ...
  • 4/22/2024 12:00:00 AM

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Sales Associate Part Time - Greenville, NC
  • Atlantic Wireless
  • Greenville, NC
  • Sales Associate - Part Time Greenville, NC Amazing career opportunities. Fantastic company culture. Top-notched compensa...
  • 4/22/2024 12:00:00 AM

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Financial Professional Bilingual (Korean)
  • New York Life
  • Greenville, NC
  • New York Life - New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provid...
  • 4/22/2024 12:00:00 AM

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Financial Professional -Bilingual (Creole/ French)
  • New York Life
  • Greenville, NC
  • Job Description Job Description New York Life Insurance Company, a mutual life insurance company, together with its subs...
  • 4/22/2024 12:00:00 AM

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Part-time Retail Sales Associate
  • Office Depot
  • Rocky Mount, NC
  • Job Description At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer servic...
  • 4/22/2024 12:00:00 AM

Greenville is the county seat and the most populous city in Pitt County, North Carolina, United States; the principal city of the Greenville metropolitan area; and the 11th-most populous city in the U.S. state of North Carolina. Greenville is the health, entertainment, and educational hub of North Carolina's Tidewater and Coastal Plain. The city's official population as of the 2017 United States census estimate is 92,156 residents while the Greenville Metropolitan Area includes 179,042 people, making Greenville one of the densest municipalities in the state. In January 2008 and January 2010, G...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$59,982 to $76,647
Greenville, 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