Employee Trust Administrator jobs in Gastonia, NC

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)

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Administrator
  • Everstory Partners
  • Shelby, NC FULL_TIME
  • Description

    Why Everstory

    At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. 

    We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.


    The Impact You Will Make

    The Administrator role at Everstory is a vital part of the location team and is multi-faceted with the ability to learn multiple parts of the business while supporting our customers and team members. In this position, no two days will be the same. You will be responsible for creating a customer focused environment with every interaction you have through answering phones, scheduling appointments, helping on-board team members and assisting your locations leadership team. You will also be responsible for:

    • Contract processing and quality control, including verification that all contracts are valid before entry. 
    • Banking duties: cash receipt entry, deposit slips, credit card transactions and bank deposits. May include trips to the bank for actual cash deposits.
    • Cemetery daily processing of IOA’s (Interment Order and Authorization), following the company standards and policies.
    • File maintenance and record keeping: update customer files including all new sales and burials. Scan all documentations as required. Maintain Records of all memos, e-mails, corporate policies, and programs implemented.
    • Human Resources: coordinate onboarding responsibilities as needed.
    • Accounts Payable: Insure all bills are paid promptly. Process all purchases and invoices through the current system.
    • Accounts Receivable: Collection of past and present balance amounts due for any delinquent location customer contracts.
    • Deeds and Certificates: Provide deeds and certificates to Sales Management each week. Log and process according to your location and or state guidelines. Trust Certificates: Check for accuracy, compare to contracts, sign and place in custom file return (email) to the Home Office Trust Department.
    • Work and Memorial Orders – Order Memorials when PIF (Paid in Full). Manage work orders for Park Services. 
    • White Board Meetings– Take part in daily meetings between Administration, Maintenance, and Sales Department.
    • Reporting: may include Trust, state required, and month end processing.

    Requirements

    • Basics: Multi-Line phone skills required. Filing skills (Alphabetically). Ability to type 40 words per minute with minimal errors and data entry skills. Basic math and computer skills including word processing (Word) and spreadsheet (Excel) applications or Google equivalents.
    • Customer Focus: Ability to abide by all company policies and keep all employee and customer information confidential. Excellent customer service skills and optimal interpersonal skills.
    • Team Focus: Proficient organizational skills. Ability to multitask efficiently and work well independently or as part of a team. Ability to effectively and quickly complete tasks and assignments and meet deadlines.
    • Must possess a valid state driver’s license and have access to a personal vehicle for some locations. 
    • High School equivalency required.
    • Minimum of one-year experience in administration or customer service.

    Our Investment in You

    Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!

    Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

  • 26 Days Ago

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Store Employee
  • 7-Eleven, Inc.
  • Clover, SC OTHER
  • Overview During this unprecedented national emergency, 7-Eleven is committed to serving our customers and communities when they need us the most. Due to increased demand, many store locations are seek...
  • 20 Days Ago

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Student Employee (Non-Workstudy)
  • Gardner Webb University
  • Boiling Springs, NC FULL_TIME
  • Student employees who have been selected for on campus employment roles that are not affiliated with Gardner-Webb University Workstudy or Federal Workstudy programs. Departments: Housing Athletics Gra...
  • 16 Days Ago

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Registration Specialist - Employee Health
  • CaroMont Health
  • Gastonia, NC PART_TIME
  • Job Summary: Performs access duties for CaroMont Health staff. Responsible for registration and processing chart activities. Performs duties for chart preparation for onboarding staff and processing m...
  • 17 Days Ago

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HR - Director of Employee Relations
  • Gaston County Schools Career Site
  • Gastonia, NC FULL_TIME
  • Definition Under limited supervision, performs professional, investigative, and responsible personnel administration to carry out school system policies and procedures relating to employee relations. ...
  • 5 Days Ago

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Student Employee (Workstudy) - 2023-2024
  • Gardner Webb University
  • Boiling Springs, NC FULL_TIME
  • Student Workers are valuable resources to the operating functions of the University. Gardner-Webb University offers many student work opportunities. Priority is given to students who qualify for the F...
  • 8 Days Ago

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0 Employee Trust Administrator jobs found in Gastonia, NC area

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Account Manager
  • Charlotte Division (KLM-CT)
  • Gastonia, NC
  • 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

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General Manager 4 Food - Schools (Enrollment 10,000 +)
  • Sodexo
  • Clover, SC
  • Unit Description: Working together, supporting your team, reaching for the best in a high-volume, high paced environment...
  • 4/25/2024 12:00:00 AM

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VP, Contract Management
  • The Lane Construction Corporation
  • Charlotte, NC
  • The Vice President of Contract Management provides strategic direction and leadership for the contract management functi...
  • 4/25/2024 12:00:00 AM

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SAP Architect - Charlotte NC
  • Belmont Lavan
  • Charlotte, NC
  • As our SAP Enterprise Architect you are highly experienced within SAP implementation and transformation with a proven tr...
  • 4/23/2024 12:00:00 AM

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Change Management Lead(Onsite)
  • Smartiplace
  • Charlotte, NC
  • Job Description Job Description Client Name: KforceJob Title: Change Management LeadDuration: +6 MonthsLocation: Charlot...
  • 4/23/2024 12:00:00 AM

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Junior Environmental Professional
  • Hart & Hickman Pc
  • Charlotte, NC
  • Hart & Hickman, PC (H&H) is actively seeking an experienced Environmental Professional to join our expanding team in Cha...
  • 4/22/2024 12:00:00 AM

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General Manager 4 Food - Schools (Enrollment 10,000 +)
  • Sodexo
  • Clover, SC
  • Unit Description: Working together, supporting your team, reaching for the best in a high-volume, high paced environment...
  • 4/22/2024 12:00:00 AM

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SAP Architect - Charlotte NC
  • Belmont Lavan
  • Charlotte, NC
  • As our SAP Enterprise Architect you are highly experienced within SAP implementation and transformation with a proven tr...
  • 4/21/2024 12:00:00 AM

Gastonia is the largest city in and county seat of Gaston County, North Carolina, United States. It is also the second largest satellite city of the Charlotte area, behind Concord. The population was 71,741 at the 2010 Census. In 2016, the population had increased to 75,536. Gastonia is the 13th largest city in North Carolina. It is part of the Charlotte metropolitan area, officially designated the Charlotte Metropolitan Statistical Area (MSA). Gastonia has experienced steady growth, with a population increase between 2000 and 2010 of nearly 8.2%, according to the U.S. Census Bureau. According...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$71,553 to $102,562
Gastonia, North Carolina area prices
were up 1.5% from a year ago

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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