Employee Trust Administrator jobs in Ames, IA
Employee Trust Administrator administers employee benefit trust accounts. Maintains plan records and ensures compliance with federal regulations. Being an Employee Trust Administrator provides customers with objective financial advice and explains the details of their benefit trust plan. Assists with plan design and benefit distribution when necessary. Additionally, Employee Trust Administrator requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Employee Trust Administrator gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Employee Trust Administrator typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Employee Trust Administrator jobs
Client Service Administrator - Financial Firm - Des Moines, IA
- Advisor Employee Services
-
Des Moines, IA
FULL_TIME
-
Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!Our growing financial service firm in Des Moines, IA is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.Job Description:The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to the firm’s prospects, clients, and team members. Position requires the employee to perform general administrative services such as taking incoming calls, calendar management, file system organization, outgoing mailings, and welcoming clients to the office.Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
- Self-starter
- Desire to support a team
Minimum Requirements:- Associates Degree preferred
- Financial Industry experience required
- 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
Responsibilities:
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:- #1 back up to receptionist - Answering the phones, creating clients and setting up conference rooms and managing advisors calendars.
- Manage client onboarding process
- Organizing online and physical client folders for reviews
- Client advisory agreement preparation
- Manage client email database
- Record notes from every client conversation in the Retail CRM
- Adding/Updating client accounts in Redtail CRM
- Organize and file statements and client folders
- Maintain an organized, compliant, and efficient filing system
- Assist with copying or scanning as requested by the team
- Pull appropriate client files when requested by the team
- Mail all outgoing correspondence
- Manage advisor’s calendar regarding appointment scheduling and rescheduling, primarily existing appointments.
- Manage task in Bamboo HR system
- Call in allocation changes as needed
Salary:- $48K - $58K (dependent upon experience)
Benefits:- 401(k) Match - 3% and profit sharing
- 75% coverage of Health/Dental/Vision
- $100k life insurance (company paid)
- Monthly bonus after 90 days
- Incentive Trip or Bonus (after 1 year)
Hours:- Monday-Thursday: 8am-5pm
- Friday: 8am-1pm
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
- 4 Days Ago
Business Execution Administrator - Global Employee Relations
- Wells Fargo
-
Des Moines, IA
FULL_TIME
- About this role: Wells Fargo is seeking a Business Execution Administrator for Global Employee Relations team. In this role, you will: Support the operations of Global Employee Relations Administer pr...
- 14 Days Ago
Trust Officer
- First National Bank
-
Ames, IA
FULL_TIME
- Major Functions: Promote growth and profitability of the organization through the development of new business. Build client relationships through portfolio administration of financial management and t...
- 3 Days Ago
Sr Project Manager
- Athene Employee Services, LLC
-
Des Moines, IA
FULL_TIME
- We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of i...
- 4 Days Ago
Sr Manager Software Quality/QA
- Athene Employee Services, LLC
-
Des Moines, IA
FULL_TIME
- We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of i...
- 1 Month Ago
Senior Manager FP&A
- Athene Employee Services, LLC
-
Des Moines, IA
FULL_TIME
- We are Athene. At Athene, we are driven to do more. We are a leading retirement services company that issues, reinsures and acquires retirement savings products designed for the increasing number of i...
- 1 Month Ago
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0 Employee Trust Administrator jobs found in Ames, IA area
Sr. Relationship Manager, Commercial Banking - Combined Business Banking and Middle Market Cove[...]
- Bank Of America Corporation
-
Urbandale, IA
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the po...
- 4/28/2024 12:00:00 AM
Sr. Relationship Manager, Commercial Banking - Combined Business Banking and Middle Market Co[...]
- Bank Of America
-
West Des Moines, IA
- Sr. Relationship Manager, Commercial Banking - Combined Business Banking and Middle Market Coverage- Des Moines, IA or C...
- 4/28/2024 12:00:00 AM
Accounting Manager
- Honkamp Krueger & Co. P.c.
-
Waukee, IA
- Job Description Job Description Honkamp, P.C . is a Top 10 Midwest CPA and business advisory group (Accounting Today, 20...
- 4/28/2024 12:00:00 AM
Tax Manager
- Hogan-hansen P.c
-
Ankeny, IA
- Mission Statement: Living our core values to be your trusted advisor and to make a difference in the lives of our staff ...
- 4/28/2024 12:00:00 AM
2024 GDIA AI/ML Scientist - Supplemental
- Ford Motor Company
-
Des Moines, IA
- At Ford Motor Company, we believe freedom of movement drives human progress. We also believe in providing you with the f...
- 4/28/2024 12:00:00 AM
Associate Attorney
- Markgraylawplc
-
Ankeny, IA
- Mark Gray Law is seeking an attorney to join our boutique law firm for a full-time partnership or non-partnership track ...
- 4/28/2024 12:00:00 AM
Wills & Estates Attorney - External Consultant
- Clearestate Technologies Inc
-
Nevada, IA
- To apply, please click here . Applications made directly to this post may not be reviewed.We are looking for a licensed ...
- 4/28/2024 12:00:00 AM
Inside Sales Representative
- USHA - Iowa (DNK-DM)
-
Des Moines, IA
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/25/2024 12:00:00 AM
About Ames, Iowa
Ames is a city in central Iowa approximately 30 miles (48 km) north of Des Moines. It is best known as the home of Iowa State University (ISU), with leading Agriculture, Design, Engineering, and Veterinary Medicine colleges. A United States Department of Energy national laboratory, Ames Laboratory, is located on the ISU campus.
In 2017, Ames had a population of 66,498. Iowa State University is home to 36,321 students (Fall 2017), which make up approximately one half of the city's population.
Ames also hosts United States Department of Agriculture (USDA) sites: the largest federal animal diseas...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$70,963 to $101,715
Ames, Iowa area prices
were up 0.8% from a year ago
were up 0.8% from a year ago
What does an Employee Trust Administrator do?
Employee Trust Administrator in Moline, IL
An employee trust administrator is responsible for maintaining the records of the trust account for each eligible employee.
December 17, 2019
Employee Trust Administrator in Brockton, MA
The employee trust administrator is an employee benefits specialist and a member of the human resources team.
December 13, 2019
Employee Trust Administrator in Jamestown, NY
Based on our compensation data, the estimated salary potential for Employee Trust Administrator will increase 16 % over 5 years.
November 27, 2019