Trust Administrator jobs in Lafayette, 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)

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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

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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

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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

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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

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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

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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

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0 Trust Administrator jobs found in Lafayette, IN area

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Communication Center Representative - Work From Home>
  • ComplexCare Solutions
  • West Lafayette, IN
  • [Call Center / Remote] - Anywhere in U.S. / Up to $20 per hour - As a Communication Center Rep you'll: Conduct outbound/...
  • 3/27/2024 12:00:00 AM

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Structural Assembler (3rd Shift)
  • Saab Automobile AB
  • West Lafayette, IN
  • Job Description: As Saab continues to grow its advanced manufacturing facility in West Lafayette, IN, where we building ...
  • 3/27/2024 12:00:00 AM

C
Communication Center Representative - Work From Home>
  • ComplexCare Solutions
  • Lafayette, IN
  • [Call Center / Remote] - Anywhere in U.S. / Up to $20 per hour - As a Communication Center Rep you'll: Conduct outbound/...
  • 3/27/2024 12:00:00 AM

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Builder Platform Software Developer (Remote)
  • Simpson Manufacturing Company, Inc.
  • Lafayette, IN
  • Simpson Strong-Tie is a leader in engineered structural connectors, software, and solutions for the building industry. W...
  • 3/26/2024 12:00:00 AM

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University Undergraduate Academic Advising Specialist
  • Purdue University
  • West Lafayette, IN
  • - Purdue University and the University Undergraduate Academic Advising (UUAA) is seeking an experienced advisor to serve...
  • 3/26/2024 12:00:00 AM

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PRN Registered Nurse Hospice RN
  • Southerncare
  • West Lafayette, IN
  • Our Company: SouthernCare, part of the Gentiva family of hospice, home health, palliative, and community care providers,...
  • 3/26/2024 12:00:00 AM

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Academic Advisor, Senior
  • Purdue University
  • West Lafayette, IN
  • Job Summary The John Martinson Honors College at Purdue University is actively recruiting and accepting applications for...
  • 3/25/2024 12:00:00 AM

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Branch Manager - 2963
  • Barnhart Crane & Rigging
  • Fowler, IN
  • PURPOSE – Barnhart is built on a strong foundation of serving others. The fruit of our labor is used to grow the company...
  • 3/24/2024 12:00:00 AM

Lafayette (/ˌlɑːfiːˈɛt, ˌlæf-/ LAH-fee-ET, LAF-ee-ET) is a city in and the county seat of Tippecanoe County, Indiana, United States, located 63 miles (101 km) northwest of Indianapolis and 105 miles (169 km) southeast of Chicago. West Lafayette, on the other side of the Wabash River, is home to Purdue University, which contributes significantly to both communities. Together, Lafayette and West Lafayette form the core of the Lafayette, Indiana Metropolitan Statistical Area. According to the 2010 United States Census, the population of Lafayette was 67,140, roughly a 19% increase from 56,397 in ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$59,900 to $76,536
Lafayette, 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