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)
Description
Assists customers with investments and trust services. Daily administration and interaction with Trust Department clients. Annual review of accounts. Acts as liaison with bank branches to generate leads and cross referral opportunities of banking products and services. Build relationships with CPAs, Attorneys, Investment Managers, and current bank customers.
Requirements
Bachelor's Degree from four-year college or university
Experience and/or training in development of business in Banking or Finance.
Superior customer service skills
Possess or be willing to obtain Series 6 or 7, 63 and SC or GA LA&H Insurance License
Preferred Qualifications:
Advanced Degree: Masters, JD or CPA
Certified Trust and Financial Advisor (CTFA)
Working knowledge of the interpretation and practical application of document provisions, trust and estate law taxes, investments and the legal framework of Trust Administration
Training:
Employer will provide training necessary to sit and pass any License requirement. Employer will also provide training related to Trust Administration through appropriate Banker’s Trust School.
Security Federal Bank offers a competitive salary and benefits package. EEO.
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