Employee Trust Administrator jobs in Austin, TX
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 - Austin, TX
- Advisor Employee Services
-
Austin, TX
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 fast-paced financial firm, REAP Financial Group, LLC, in Austin, TX 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 service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:- Financial or Insurance Industry experience required
- 3 years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MacOS, preferred, and the ability to learn new software quickly
- CRM experience
- Texas Life Insurance License or Series 65 preferred
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:- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Complete and process new business applications, following up on pending business and contacting individual clients with updates
- Manage the new business submitted and new business issued in reporting tool
- Order and stock new business applications and marketing brochures
- Update and review database/CRM to reflect account status regarding new business and/or service
- Maintain an organized, compliant, and efficient filing system
- Complete and process all applications for business submitted by Advisor
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist Advisor(s) with educational workshops and client events as needed
- Assist in setting client appointments and assist Advisor(s) with pre-appointment preparation
- Maintain current Advisors licenses and appointments with agencies and companies
Required Behaviors and Motivators:- Excels in identifying problems quickly
- Highly efficient, i.e., doesn’t get bogged down with details
- People-Centric, i.e., open while displaying strong people acumen
- Strong get-it-done attitude that moves things along quickly
- Zero procrastination, i.e., doesn’t linger over projects but drive them to completion
- Able to move between projects while prioritizing the most important ones first
- Detailed but not perfectionist, i.e., values planning and organizing but never at the expense of getting things done on time
- Extremely flexible, i.e., able to switch gears and lanes with ease
- Strong ownership of projects with the ability to let things go when necessary
Salary:- $45,000 - $60,000/year Based on experience
Benefits:- Health, Dental, and Vision (100% paid by company)
- PTO
- Unlimited Flex time
- Maternity/Paternity leave
- After 1 year:
- 401(k) with generous matching and profit sharing
- Hybrid-remote work from home
- Summer Fridays
- Participation in sales incentive bonuses
- Qualification for company trip
Hours:Monday – Friday 9am – 5pmPresented 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!
- 16 Days Ago
Senior Salesforce Administrator/Consultant Remote Any State - W2 Employee
- 501 Commons
-
Austin, TX
FULL_TIME
- Description:About the Company501 Commons is an equal opportunity employer. We seek to recruit persons of diverse backgrounds and support their retention and advancement within the organization. We bel...
- 15 Days Ago
Insurance Assistant
- Flex Employee Services
-
Austin, TX
CONTRACTOR
- TITLE: Administrative Assistant Office ClerkTERMS: Contract-90 days LOCATION: Onsite - (Cielo Center) Austin, TX 78746 (Westlake area)HOURS: 8:00 AM-5:00 PM Monday- FridayHOURLY RATE: $15.00 - 18.00RE...
- 16 Days Ago
Trust & Safety Associate
- Udemy
-
Austin, TX
FULL_TIME
- About us At Udemy, we're on a mission to transform lives through learning. Through our intelligent skills platform and a global community of instructors, we've helped over 70 million learners and 16,0...
- 2 Months Ago
Wealth Management Solutions, Trust & Estates, Trust Officer Vice President
- JPMorgan Chase
-
Austin, TX
FULL_TIME
- The Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that o...
- Just Posted
Software Engineer, Zero Trust Connectivity
- Cloudflare
-
Austin, TX
FULL_TIME
- About UsAt Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world’s largest networks that powers millions of websites and other Internet properties fo...
- 7 Days Ago
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0 Employee Trust Administrator jobs found in Austin, TX area
Sales Operations Manager
- Affinipay, LLC
-
Austin, TX
- As the Sales Operations Manager, you will work cross-functionally across the entire organization to define and drive str...
- 12/14/2024 12:00:00 AM
Senior Project Engineer / Assistant Project Manager
- CPM Texas
-
Austin, TX
- Job Description Job Description We are seeking a motivated Senior Project Engineer / Assistant Project Manager to join o...
- 12/13/2024 12:00:00 AM
Enterprise Architect Senior Manager
- Accenture
-
Austin, TX
- Strategy & Consulting Technology Strategy & Advisory | Enterprise Architecture Senior Manager We Are: We are Technology ...
- 12/13/2024 12:00:00 AM
Global Human Resources Business Partner Director
- Quest Software
-
Austin, TX
- Overview: Quest Software is currently looking for a Global HRBP Director. The person holding this key position will mana...
- 12/12/2024 12:00:00 AM
Named Account Manager
- Arista Networks, Inc.
-
Austin, TX
- Company Description Arista Networks is an industry leader in data-driven, client-to-cloud networking for large data cent...
- 12/12/2024 12:00:00 AM
Enterprise Customer Success Manager (SaaS)
- Interactive Resources - iR
-
Austin, TX
- We're seeking a passionate Customer Success Manager (CSM) to join our growing team! If you thrive in a dynamic environme...
- 12/11/2024 12:00:00 AM
Enterprise Architect Consultant, South
- Accenture
-
Austin, TX
- We Are:We are Technology Strategy and Advisory. Our vision is to become the worlds leading advisors in harnessing techno...
- 12/11/2024 12:00:00 AM
Owner's Representative / Construction Project Manager
- CPM Texas
-
Austin, TX
- Job Description Job Description CPM Texas (CPM) is an Austin, Texas based industry leader specializing in a full range o...
- 12/11/2024 12:00:00 AM
About Austin, Texas
Austin is the capital of the U.S. state of Texas and the seat of Travis County, with portions extending into Hays and Williamson counties. It is the 11th-most populous city in the United States and the 4th-most populous city in Texas. It is also the fastest growing large city in the United States, the second most populous state capital after Phoenix, Arizona, and the southernmost state capital in the contiguous United States. As of the U.S. Census Bureau's July 1, 2017 estimate, Austin had a population of 950,715 up from 790,491 at the 2010 census. The city is the cultural and economic center ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$74,391 to $106,622
Austin, Texas area prices
were up 1.2% from a year ago
were up 1.2% 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