Employee Trust Administrator jobs in Hickory, 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)
Recently Added Employee Trust Administrator jobs
Operations Administrator - Financial Firm - Gastonia, NC
- Advisor Employee Services
-
Gastonia, NC
FULL_TIME
-
Operations AdministratorAdvance your career and truly make a difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory and Financial Service Company.Our Retirement Planning firm, Wilson Financial Group, in Gastonia, NC is seeking a full-time Operations Administrator. The candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented, and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.Minimum Requirements:
- Bachelor’s degree preferred
- 1-2 years of experience working in a professional office and fast-paced environment
- Proficient with MS Office Suite
- Comfortable and familiar with CRM platforms
- Industry experience
- Knowledge with financial service platforms; experience with the Cambridge Investment Research platform, specifically, is a plus
This position requires that you possess the following skills:- Strong organizational skills
- Strong attention to detail
- Excellent communication skills; both verbal and written
- Self-motivated
- Sincere and caring attitude
Position Overview:
The primary responsibility of this position is to provide support for the Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic, and desire to go above and beyond. Other responsibilities include development of positive client relationships and compliance support.Key Responsibilities:- Install and maintain clear procedures for account opening, transfer of accounts, follow-up with custodians, and ongoing client service
- Ensure firm is meeting its financial and service commitments to clients in a manner that is efficient, economical and compliant with all applicable rules and policies
- Create and refine HR policies and goals of establishing productive workplace environments
- Communicate with the broker/dealer and product sponsor contacts
- Processing new client applications
- Handle servicing of specific client accounts (opening, closing, and transferring of accounts)
- Manage Advisors calendar, keep Advisor organized, and prep for all client meetings
- Set, reschedule and confirm appointments
- Keep CRM updated
- Attend seminars/workshops and follow up with the prospects form the seminars
- Assist Advisors with follow up on Marketing Leads
- Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
If you meet or exceed the expectations described above, please apply today!Salary:- $50,000 - $70,000/year based on experience
Benefits:- Health
- Dental
- Vision
- PTO
Hours:- Monday – Friday
- Some evenings required for client events
Presented by Advisor Employee Services Thank you for your interest in the Operations Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, 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!
- 30 Days Ago
Administrator
- Everstory Partners
-
Shelby, NC
FULL_TIME
- DescriptionWhy EverstoryAt 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 mi...
- 24 Days Ago
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...
- 18 Days Ago
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...
- 14 Days Ago
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...
- 15 Days Ago
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. ...
- 3 Days Ago
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0 Employee Trust Administrator jobs found in Hickory, NC area
Learning Instructional Designer
- Trane Technologies
-
Davidson, NC
- At Trane Technologies® we Challenge Possible. Our brands - including Trane® and Thermo King® - create access to cooling ...
- 4/23/2024 12:00:00 AM
Learning Instructional Designer
- Trane Technologies
-
Davidson, NC
- At Trane Technologies® we Challenge Possible. Our brands - including Trane® and Thermo King® - create access to cooling ...
- 4/23/2024 12:00:00 AM
Associate Attorney
- McIntyre Elder Law
-
Shelby, NC
- McIntyre Elder Law, a rapidly growing, Charlotte-based law firm, has a full-time Associate Attorney position available. ...
- 4/22/2024 12:00:00 AM
Digital Transformation Sales Director
- New Charter Technologies
-
Mooresville, NC
- Overview: As the Digital Transformation Sales Director, you will lead, coach and support a dynamic team of technical sal...
- 4/21/2024 12:00:00 AM
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
- Department Of The Treasury
-
Hickory, NC
- Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
- 4/21/2024 12:00:00 AM
Part-time Retail Sales Associate
- Office Depot
-
Shelby, NC
- Job Description At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer servic...
- 4/21/2024 12:00:00 AM
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...
- 4/20/2024 12:00:00 AM
Retail Sales Associate - Part-Time (Seasonal)
- Office Depot
-
Huntersville, NC
- Job Description At Office Depot Inc., the Sales Advisor - Seasonal is a part-time role providing exceptional customer se...
- 4/20/2024 12:00:00 AM
About Hickory, North Carolina
Hickory is a city in Catawba county in the U.S. state of North Carolina. The city's population at the 2010 census was 40,010 (primarily in Catawba County), with an estimated population in 2015 of 40,374. Hickory is the principal city in the Hickory–Lenoir–Morganton MSA, in which the population at the 2010 census was 365,497 and is included as part of the Charlotte–Concord Combined Statistical Area.
Hickory is located in western Catawba County at 35°44′16″N 81°19′42″W / 35.73778°N 81.32833°W / 35.73778; -81.32833 (35.737682, −81.328372), and extends westward into Burke County and Caldwell Co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$70,889 to $101,609
Hickory, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% 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