Trust Administrator jobs in Kentucky

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 INVESTMENT ADVISOR
  • Stock Yards Bank and Trust
  • Lexington, KY FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with business development skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession. Our past accomplishments and continued future successes are directly attributed to the individual success of our employees.

    Responsibilities

    Daily responsibilities include, but are not limited to, the following:

    • Participate in asset allocation of assigned customer portfolios
    • Evaluate alternative investments
    • Responsible for investment management of assigned accounts, monitoring and review
    • Member of the Trust Investment Committee
    • Participate in security selection process
    • Communicate investment results to clients
    • Responsible for new business development calls
    • Develop new and additional business among existing trust clients

    Job Requirements

    The successful candidate will have the following qualifications:

    • BS/BA in business finance or related field
    • Minimum of 3 years experience in investments
    • Proven ability to successfully interact with clients
    • Proven business development skills
    • Professional appearance and demeanor
    • Excellent communication skills
    • Broad knowledge of the equity and fixed income markets
    • CFP or CFA designation preferred

    Benefits

    • 401(k) with a company match of up to 6%
    • ESOP employer match
    • Medical insurance
    • Dental insurance
    • Vision insurance
    • Cancer / Disease insurance
    • Accident insurance
    • Flexible Spending Accounts
    • Health Savings Accounts
    • Bank paid Life / AD& D insurance
    • Voluntary Life / AD&D insurance
    • Bank paid Short-Term and Long-Term Disability insurance
    • Employee Stock Purchase Plan
    • Employee Assistance Program

    Physical Requirements

    The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

  • 2 Days Ago

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Trust Administrative Specialist
  • First Kentucky Trust
  • Louisville, KY FULL_TIME
  • Company Overview Based in Louisville, Kentucky, First Kentucky Trust ("FKT") is a privately held trust and wealth management firm committed to delivering its clients a boutique and personalized wealth...
  • 1 Month Ago

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SENIOR TRUST INVESTMENT ADVISOR
  • Careers at Stock Yards Bank & Trust Co.
  • Louisville, KY FULL_TIME
  • As a Sr. Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments w...
  • 2 Days Ago

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TRUST INVESTMENT ADVISOR
  • Careers at Stock Yards Bank & Trust Co.
  • Lexington, KY FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with ...
  • 2 Days Ago

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TRUST INVESTMENT ADVISOR
  • Careers at Stock Yards Bank & Trust Co.
  • Louisville, KY FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with ...
  • 5 Days Ago

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TRUST CLIENT SERVICES ASSOCIATE
  • Careers at Stock Yards Bank & Trust Co.
  • Louisville, KY FULL_TIME
  • As a Trust Client Services Associate, your day will be filled with opportunities to provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account relationship activi...
  • 9 Days Ago

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Trust Administrative Officer
  • Sierra Executive Solutions Inc
  • Reno, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
  • 4/26/2024 12:00:00 AM

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Senior Trust Administrator
  • Wilmington Trust
  • Florham Park, NJ
  • Overview: Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with...
  • 4/26/2024 12:00:00 AM

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Trust Administrator
  • Cypress HCM
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 4/25/2024 12:00:00 AM

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Trust Administrator
  • Osaic
  • Las Vegas, NV
  • Premier Trust Opportunity in Financial Services Trust Administrator II Location: 4465 South Jones Boulevard, Las Vegas, ...
  • 4/25/2024 12:00:00 AM

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Trust Administrative Officer
  • Sierra Executive Solutions Inc
  • Reno, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Company's Trust Administrative ...
  • 4/25/2024 12:00:00 AM

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Trust Administrator
  • Sierra Executive Solutions Inc
  • Las Vegas, NV
  • Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Trust Administrative Officer in Las V...
  • 4/24/2024 12:00:00 AM

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Trust Administrator
  • Cypress Hcm
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 4/23/2024 12:00:00 AM

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Trust Administrator
  • Wsfs Bank
  • Berwyn, PA
  • Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their finan...
  • 4/23/2024 12:00:00 AM

Kentucky (/kənˈtʌki/ (listen) kən-TUK-ee), officially the Commonwealth of Kentucky, is a state located in the east south-central region of the United States. Although styled as the "State of Kentucky" in the law creating it, (because in Kentucky's first constitution, the name state was used) Kentucky is one of four U.S. states constituted as a commonwealth (the others being Virginia, Pennsylvania, and Massachusetts). Originally a part of Virginia, in 1792 Kentucky became the 15th state to join the Union. Kentucky is the 37th most extensive and the 26th most populous of the 50 United States. Ke...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,309 to $74,509

Trust Administrator in Nashville, TN
If you have any questions, you should call the estate attorney who set up the trust for them.
December 03, 2019
Trust Administrator in Cleveland, OH
Becoming the family trust administrator is a big responsibility during a stressful time.
December 25, 2019
Trust Administrator in Shreveport, LA
Is contingent as of the time of allowance or disallowance." The Trust Administrator's disallowance theory is based upon the manner in which CNA calculates the total premium owed under its retrospective rating formula.
December 29, 2019