Trust Administrator jobs in Hickory, 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)

E
Administrator
  • Everstory Partners
  • Shelby, 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 a vital part of the location team and 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.
    • Accounts Receivable: Collection of past and present balance amounts due for any delinquent location customer contracts.
    • 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.

  • 20 Days Ago

S
Office Administrator
  • Spencer Pettus
  • Bessemer, NC FULL_TIME
  • Job Summary: We are seeking a detail-oriented and organized Office Administrator to join our team. The ideal candidate will be responsible for overseeing the daily administrative operations of our off...
  • 1 Day Ago

S
Office Administrator
  • Spencer Pettus
  • Bessemer, NC FULL_TIME
  • Job Summary: We are seeking a detail-oriented and organized Office Administrator to join our team. The ideal candidate will be responsible for overseeing the daily administrative operations of our off...
  • 1 Day Ago

A
Office Administrator
  • A Primary Choice, Inc.
  • Gastonia, NC FULL_TIME
  • We are looking for an office manager to organize and coordinate administration duties and office procedures. Your role is to create and maintain a pleasant work environment, ensuring high levels of or...
  • 6 Days Ago

C
Benefits Administrator
  • CAROLINA THERAPEUTIC SERVICES
  • Gastonia, NC FULL_TIME
  • DescriptionThe Benefits Administrator is responsible for directing and planning the day-to-day operations of group benefits programs (group health, dental, vision, short-term and long-term disability,...
  • 1 Month Ago

C
Office Administrator
  • CopEx Inc
  • Granite Falls, NC FULL_TIME
  • CopEx Inc., an international exporter located in Granite Falls North Carolina is seeking an experienced Office Administrator.Qualifications- Highly proficient in Word and Excel- Exceptional attention ...
  • 26 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Trust Administrator jobs found in Hickory, NC area

L
Patient Access Representative-PRN
  • LifePoint Hospitals
  • Hickory, NC
  • Job Summary In a medical setting, a patient access representative is the first point of contact for a patient. This incl...
  • 4/19/2024 12:00:00 AM

A
Specialty Representative, Migraine - Hickory, NC
  • AbbVie
  • Hickory, NC
  • Company Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious he...
  • 4/19/2024 12:00:00 AM

N
Financial Advisor
  • Northwestern Mutual
  • Huntersville, NC
  • FINANCIAL ADVISOR - HUNTERSVILLE/ LAKE NORMAN I am looking to hire highly motivated and driven individuals to join my te...
  • 4/18/2024 12:00:00 AM

M
Associate Attorney
  • McIntyre Elder Law
  • Shelby, NC
  • McIntyre Elder Law, a rapidly growing, Charlotte-based law firm, has a full-time Associate Attorney position available. ...
  • 4/17/2024 12:00:00 AM

M
Associate Attorney
  • Mcintyre Elder Law
  • Shelby, NC
  • McIntyre Elder Law, a rapidly growing, Charlotte-based law firm, has a full-time Associate Attorney position available. ...
  • 4/16/2024 12:00:00 AM

N
Financial Advisor
  • Northwestern Mutual
  • Huntersville, NC
  • FINANCIAL ADVISOR - HUNTERSVILLE/ LAKE NORMAN I am looking to hire highly motivated and driven individuals to join my te...
  • 4/16/2024 12:00:00 AM

C
Account Manager
  • Charlotte Division (KLM-CT)
  • Gastonia, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/15/2024 12:00:00 AM

O
Retail Sales Associate - Part-Time (Seasonal)
  • Office Depot
  • Huntersville, NC
  • Job Description At Office Depot Inc., the Sales Advisor - Seasonal is a part-time role providing exceptional customer se...
  • 4/15/2024 12:00:00 AM

Hickory is a city in Catawba county in the U.S. state of North Carolina. The city's population at the 2010 census was 40,010 (primarily in Catawba County), with an estimated population in 2015 of 40,374. Hickory is the principal city in the Hickory–Lenoir–Morganton MSA, in which the population at the 2010 census was 365,497 and is included as part of the Charlotte–Concord Combined Statistical Area. Hickory is located in western Catawba County at 35°44′16″N 81°19′42″W / 35.73778°N 81.32833°W / 35.73778; -81.32833 (35.737682, −81.328372), and extends westward into Burke County and Caldwell Co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$59,486 to $76,013
Hickory, 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