Employee Trust Administrator jobs in Fort Myers, FL

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

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Trust Accounting Associate
  • Equity Trust
  • Fort Myers, FL FULL_TIME
  • When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!

    JOB OVERVIEW:

    The Trust Accounting Associate processes client requests accurately, efficiently, and in accordance with documented processes and procedures. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation. You will often process and review high volumes of standard tasks and transactions.

    RESPONSIBILITIES & DUTIES:

    • Works with the Trust Accounting Team for daily transactions maintenance including deposits, payables, and client requests
    • Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
    • Demonstrates effectiveness in working through a high volume of daily transactions, payment processing, check coding, and data entry
    • Handles client transaction verifications and communications
    • Codes documents according to company procedures
    • Provides support to other departments and employees as needed
    • Processes client requests and follows up on pending requests
    • Processes client distribution requests
    • Works as an effective team member
    • Displays excellent working knowledge of accounting processes and controls, able to troubleshoot and correct weaknesses
    • Ability to research and solve account issues
    • Working knowledge of various investment types
    • Perform other duties as assigned

    QUALIFICATIONS:

    • Associate degree in Finance or related field preferred
    • Minimum one (1) year of experience in a Financial Services environment
    • Experience in Accounting or Finance preferred

    PROFESSIONAL CERTIFICATIONS:

    • None

    TECHNICAL SKILLS:

    To be successful in this role, you should have experience with and an understanding of the following:
    Proficient in Microsoft Office Suite | 

    CULTURAL COMPETENCIES:

    In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
    Customer Focus | Communicates Effectively
    Resourcefulness | Balances Stakeholders

    PHYSICAL DEMANDS/WORK ENVIRONMENT:

    This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
    Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
  • 9 Days Ago
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E
Associate - Trust Accounting
  • Equity Trust
  • Fort Myers, FL FULL_TIME
  • When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by per...
  • 1 Month Ago
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Director of Operations - Financial Firm - Fort Myers, FL
  • Advisor Employee Services
  • Fort Myers, FL FULL_TIME
  • Director of Operations Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm dedicated to delivering comprehensive wealth management solutions to our valued clien...
  • 26 Days Ago
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A
Securities Licensed Servicing Advisor - Financial Firm - Fort Myers, FL
  • Advisor Employee Services
  • Fort Myers, FL FULL_TIME
  • Securities Licensed Servicing Advisor Advantage Retirement Group in Fort Myers, FL is a rapidly expanding financial planning firm dedicated to delivering comprehensive wealth management solutions to o...
  • 26 Days Ago
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E
Quality Assurance Lead
  • Equity Trust
  • Fort Myers, FL FULL_TIME
  • When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by per...
  • 13 Days Ago
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E
Accounts Receivable/Payable Specialist
  • Equity Trust
  • Fort Myers, FL FULL_TIME
  • *This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period.When you work at Equity Trust, there is never a dull moment! You get to be a part...
  • 14 Days Ago
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0 Employee Trust Administrator jobs found in Fort Myers, FL area

About Fort Myers, Florida

Fort Myers or Ft. Myers, is the county seat and commercial center of Lee County, Florida, United States. It has grown rapidly in recent years. As of the 2010 census, the city population was 62,298 and in 2017 was estimated at 79,943. Fort Myers is a gateway to the Southwest Florida region and a major tourist destination within Florida. The winter estates of Thomas Edison ("Seminole Lodge") and Henry Ford ("The Mangoes") are major attractions. The city is named after Colonel Abraham Myers....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$69,117 to $99,069
Fort Myers, Florida area prices
were up 1.5% from a year ago
View detail

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