Employee Trust Administrator jobs in Longview, 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)

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Associate Financial Advisor - RIA Firm - Tyler, TX
  • Advisor Employee Services
  • Tyler, TX FULL_TIME
  • Financial Advisor
     
    Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Our well-established and growing financial firm in Tyler, TX is seeking to add a Financial Advisor to our Team!
     
    The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor.
     
    Key Traits:
    • Strong initiative
    • Positive attitude
    • Ability to market to local clients
    • Persistence
    • An entrepreneurial perspective to build client base
    • Persuasive ability
    • Travel Required
    Minimum Requirements:
    • College degree preferred
    • 3 years of financial services experience with an emphasis on sales
    • Life and Health Licensed; Series 65 or Series 7
    • Experience with AUM
    • Strong organizational, prioritization, interpersonal, and management skills
    • Strong mathematical and analytical skills
    • Excellent communication skills; both verbal and written
    • Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
    • Experience with CRM preferred, but not required
    Position Responsibilities:
    • Prepare, present, and implement customized financial plans
    • Assist clients with annuities, life, long-term care, and managed money
    • Provide financial planning advice to include investment, insurance, and retirement
    • Develop, manage, and retain strong client relationships
    • Assist main Advisor with meeting individual and team goals
    Salary Base
    $70,000 - $80,000
    Commission Structure discussed during interview process
     
    Benefits – You Bet!
    Health Insurance – 50% cost covered
    PTO – 1 week – accrues over time
     
    Hours
    Monday – Friday
    8:30 AM – 5:30 PM
     
    Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor 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. 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!

  • 9 Days Ago

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Administrator
  • Advanced Healthcare Solutions
  • Kilgore, TX FULL_TIME
  • Job Purpose: To oversee the daily overall operation of the facility in accordance with resident needs, government regulations and Facility policies so as to maintain excellent care for the residents w...
  • 3 Days Ago

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Wealth Management & Trust Officer I
  • Southside Bank
  • Tyler, TX FULL_TIME
  • Position Title: Wealth Management & Trust Officer I FLSA Status: Non-Exempt Reports to: WM&T Regional Department ManagerSummary of the Job: This person serves as a junior level officer for Wealth Mana...
  • 9 Days Ago

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Teller - Pine Tree
  • Texas Bank and Trust
  • Longview, TX FULL_TIME
  • Job Description Responsible for providing exceptional customer service while processing teller transactions, assessing financial needs and providing a variety of solutions based on needs stated and th...
  • 6 Days Ago

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Teller
  • Guaranty Bank & Trust
  • Paris, TX FULL_TIME
  • If you’re ready to join our team and continue your career with a company who values the employees and customers we serve, we look forward to an opportunity to say hello and start the conversation thro...
  • 6 Days Ago

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Business Automation Analyst
  • Texas Bank and Trust
  • Longview, TX FULL_TIME
  • Job Description Job Summary: Responsible for being an automation resource, which includes participating in initiatives to create, automate and test automation solutions. Will work closely with the Dat...
  • 6 Days Ago

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0 Employee Trust Administrator jobs found in Longview, TX area

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Account Executive
  • Longview Division (MSC-ET)
  • Longview, TX
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/15/2024 12:00:00 AM

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Distinguished Data Engineer
  • Capital One
  • Longview, TX
  • West Creek 2 (12072), United States of America, Richmond, Virginia Distinguished Data Engineer Distinguished Engineers a...
  • 4/15/2024 12:00:00 AM

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Sr. Distinguished Data Engineer
  • Capital One
  • Longview, TX
  • West Creek 4 (12074), United States of America, Richmond, Virginia Sr. Distinguished Data Engineer Distinguished Enginee...
  • 4/15/2024 12:00:00 AM

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Distinguished Engineer - NetDevOps
  • Capital One
  • Longview, TX
  • Center 3 (19075), United States of America, McLean, Virginia Distinguished Engineer - NetDevOps Distinguished Engineers ...
  • 4/15/2024 12:00:00 AM

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Sr. Distinguished Engineer - Network Security
  • Capital One
  • Longview, TX
  • Center 3 (19075), United States of America, McLean, Virginia Sr. Distinguished Engineer - Network Security Senior Distin...
  • 4/15/2024 12:00:00 AM

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Distinguished Engineer, Card Tech
  • Capital One
  • Longview, TX
  • Locations: VA - McLean, United States of America, McLean, Virginia Distinguished Engineer, Card Tech Distinguished Engin...
  • 4/15/2024 12:00:00 AM

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Distinguished Engineer - Network Infrastructure Security
  • Capital One
  • Longview, TX
  • Center 3 (19075), United States of America, McLean, Virginia Distinguished Engineer - Network Infrastructure Security Di...
  • 4/15/2024 12:00:00 AM

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Senior Lead Solutions Architect - Data
  • Capital One
  • Longview, TX
  • Plano 6 (31066), United States of America, Plano, Texas Senior Lead Solutions Architect - Data At Capital One, we believ...
  • 4/15/2024 12:00:00 AM

Longview is the forty-fifth largest city in the state of Texas. The city is mostly located in Gregg County, of which it is the county seat; a small part of Longview extends into the western part of neighboring Harrison County. Longview is located in East Texas, where Interstate 20 and U.S. Highways 80 and 259 converge just north of the Sabine River. According to the 2010 U.S. census, the city had a population of 80,455. The estimated population in 2017 was 81,522. Longview is the principal city of the Longview metropolitan statistical area, comprising Gregg, Upshur, and Rusk counties. The popu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$67,418 to $96,634
Longview, Texas area prices
were up 1.2% from a year ago

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