Trust Administrator jobs in Lacey, WA

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 Administrative Assistant
  • Washington State Developmental Disabilities Endowment Trust Fund
  • Olympia, WA FULL_TIME
  • The DD Endowment Trust Fund managed by the Arc of Washington State, a long-standing disability rights advocate nonprofit organization based out of Olympia, WA, seeks an Administrative Assistant to join its small yet dynamic collaborative team. The ideal candidate will be experienced in customer service, banking, and/or benefits planning, and have a commitment to diversity, equity, and inclusion, with an interest in supporting people with intellectual and developmental disabilities to live, learn, and work in the community.

    ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

    • Provide administrative support to all areas of the trust program with a focus on efficiency and quality control.
    • Facilitate, verify, and record the daily deposit of contributions into the trust fund through the secure remote banking site.
    • Adhere to all program policies and procedures in a timely manner to fulfill the financial and accounting requirements of the program and assure all documents, filings, accountings are accurately entered into database and all physical documentation are correctly identified, filed, and archived.
    • Maintain awareness of new and pending disability laws and benefit regulations which directly affect the administration of the trust.
    • Respond quickly to inquiries and requests received by phone, email, and written correspondence from beneficiaries and their representatives and notify program participants of account transaction issues.
    • Serve as the general point of contact for the DDETF, program participants, the public and other agency stakeholders.
    • Maintain courteous, thoughtful, and empathetic professional relationships with beneficiaries, their families, and/or their professional representatives through clear and effective communication.
    • Attend regularly occurring department and organizational meetings and participate in trust activities.
    • Present promotional information and represent the program at disability conferences, seminars, and community outreach events.
    • Contribute to the success of the program with a willingness to share in job tasks and responsibilities. Participate in program initiatives and other projects as assigned.

    DESIRED BACKGROUND:

    • Experience or knowledge in the field of benefits planning and financial management for those with developmental or intellectual disabilities.
    • Experience working in an office environment such as a bank, trust or law office specializing in trust administration, estate planning or other related fields of work that intersect with financial, accounting and banking procedures.
    • Familiarity with the procedures, requirements, laws and regulations pertaining to eligibility for state and federal disability benefit programs.

    REQUIREMENTS and QUALIFICATIONS:

    • Proficiency with Microsoft Office programs and ability to learn proprietary software.
    • An understanding of banking and trust policies, procedures and applicable regulatory compliance and guidelines.
    • Ability to understand and convey complex trust principles and enforcement of trust policies.
    • Ability to work independently, and as a team member, with strong organizational skills and attention to detail.
    • Ability to maintain and manage personal composure when confronted with a difficult situation and/or trust holder and able to provide participants with information, and solutions with tact and respect.
    • Ability to use math skills to balance accounts and locate routine and non-routine mathematical errors and familiarity with general ledger structure, reports and entries.
    • Ability to organize, schedule activities, set priorities and coordinate work assignments in a time sensitive environment with recurring deadlines and frequent interruptions.
    • Ability to gather, collate, and/or classify information provided by account holders.
    • Ability to follow established procedures, asking questions as appropriate.
    • Effective communication skills, both verbal and written.
    • Ability to establish/maintain effective communications with diverse individuals of varying abilities.

    BENEFITS:

    • This is a full-time 40 hour a week position, located in Olympia, Monday to Friday.
    • Paid sick, vacation leave and eleven holidays.
    • 401(K)) Retirement Savings Plan.
    • Health, Dental and Life insurance.

    APPLICATION TIMELINE:

    • PLEASE SUBMIT a Cover Letter and Resume to: etf@arcwa.org
    • Application deadline - 2/23/2024
    • Background check passed.
    • Start date – dependent on selected candidate availability.

    The Arc of Washington State is an inclusive and equal opportunity employer. We strive to create a working environment that includes and respects cultural, ethnic, religious beliefs, sexual orientation, and gender identity diversity. Company policy prohibits unlawful discrimination based on race, color, creed, sex, marital status, age, national origin, ancestry, physical or mental disability, medical condition, veteran status, sexual orientation, gender identity, or any other consideration made unlawful by federal, state or local laws. We encourage people from all populations and identities to apply.

    Job Type: Full-time

    Pay: $43,000.00 - $46,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off

    Schedule:

    • 8 hour shift
    • Day shift
    • Monday to Friday

    Experience:

    • Microsoft Office: 4 years (Required)
    • Customer service: 3 years (Required)

    Shift availability:

    • Day Shift (Required)

    Ability to Commute:

    • Olympia, WA 98506 (Required)

    Work Location: In person

  • 19 Days Ago

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Administrative Assistant
  • Washington State Developmental Disabilities Endowment Trust Fund
  • Olympia, WA FULL_TIME
  • The DD Endowment Trust Fund managed by the Arc of Washington State, a long-standing disability rights advocate nonprofit organization based out of Olympia, WA, seeks an Administrative Assistant to joi...
  • 17 Days Ago

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System Administrator
  • PIKEMANN LLC
  • Shelton, WA FULL_TIME
  • IT Systems AdministratorPermanent / Full TimeShelton WA (100% Onsite)This role offers: Medical, Dental, Vision Insurance; 401K with a company match of up to 6% Vacation/Holiday/Personal/Unpaid/Sick Le...
  • 1 Day Ago

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Accounting Administrator
  • Washington State Department Of Licensing
  • Olympia, WA FULL_TIME
  • At the Department of Licensing (DOL), we recognize the importance of work life harmony and work hard to create a culture where employees feel valued and respected. Our employees are trusted and encour...
  • Just Posted

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Office Administrator
  • Lifespan Construction
  • Tumwater, WA PART_TIME,FULL_TIME
  • We are currently looking for an Office Admin for our established construction company based in Tumwater. Lifespan Construction specializes in residential remodels including kitchens, baths, additions,...
  • 3 Days Ago

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County Administrator
  • Grays Harbor County
  • Montesano, WA FULL_TIME
  • To apply for this position, please visit https://www.gmphr.com/job-postings. 1. General position summary.Under the direction and supervision of the Board of County Commissioners (“Board”), plan, organ...
  • 4 Days Ago

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0 Trust Administrator jobs found in Lacey, WA area

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Strategic Project Manager - PMP
  • Day Wireless Systems
  • SeaTac, WA
  • Job Description Job Description We are seeking a dedicated and experienced Strategic Project Manager (SPM) who will be r...
  • 3/29/2024 12:00:00 AM

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Outside Sales Representative
  • Olympic Plumbing Technology
  • Olympia, WA
  • Are you looking for fantastic income growth? A job with a team that truly values you and your skills? Great job stabilit...
  • 3/29/2024 12:00:00 AM

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Probate Paralegal
  • Pitman Huff Raedel Magaro Lifetime Legal
  • Olympia, WA
  • Job Description Job Description Lifetime Legal is a well-established women owned estate planning and probate law firm se...
  • 3/29/2024 12:00:00 AM

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Retail Service Advisor
  • Office Depot
  • Federal Way, WA
  • Job Description At Office Depot Inc., the Services Advisor is a part-time role, providing "total solutions" to our custo...
  • 3/29/2024 12:00:00 AM

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Private Client Banker
  • KeyBank
  • Gig Harbor, WA
  • Location: 5055 Borgen Boulevard - Gig Harbor, Washington 98332 Job Summary Be a problem solver, trusted advisor, and par...
  • 3/29/2024 12:00:00 AM

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Human Resources Manager
  • LHH
  • Kent, WA
  • LHH Recruitment Solutions is hiring for an Human Resources Manager for a small, growing company located in Kent, WA. Thi...
  • 3/25/2024 12:00:00 AM

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Merchant Sales Advisor
  • KeyBank
  • Tacoma, WA
  • Location: 1101 Pacific Avenue - Tacoma, Washington 98402 Job Summary The Merchant Sales Advisor serve as integral member...
  • 3/25/2024 12:00:00 AM

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Head of Human Resources
  • Big Wave Recruiting
  • Tacoma, WA
  • Bring your People leadership skills to a thriving healthcare organization! At Cardiac Study Center, our employees are de...
  • 3/25/2024 12:00:00 AM

Lacey is a city in Thurston County, Washington, United States. Established as a suburb of Olympia, its population was 42,393 at the 2010 census out of a county population of 252,264. According to the United States Census Bureau, the city has a total area of 16.51 square miles (42.76 km2), of which, 16.06 square miles (41.60 km2) is land and 0.45 square miles (1.17 km2) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$64,448 to $82,348
Lacey, Washington area prices
were up 2.9% 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