Employee Trust Administrator jobs in Mcallen, 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

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Trust Operations Associate (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary
    The Trust Operations Associate is responsible for providing operational support to the Trust Division.
    Principal Duties and Responsibilities
    • Partner with Trust Administrators and broader Trust & Wealth Management Team to strengthen client relationships
    • Partner with team to uncover client needs and deliver solutions
    • Prepare documents and presentations
    • Schedule client meetings and manage Trust Administrators calendars
    • Create, gather, and organize documents for client meetings
    • Answer incoming correspondence via phone; mail and email
    • Greet clients and visitors that come into Division
    • Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion
    • Make entries into primary Trust systems.
    • Prepare applications; account pre-acceptance; account acceptance and related forms for signature
    • File\scan documents and work papers for accounts and committees as assigned
    • Gather information and prepare agenda and packet for Trust Administrative Committee; Trust Administrative Sub Committee; Trust Investment Committee and Trust Committee
    • Document procedures and process flows, and ensure they are kept accurate
    Other Responsibilities
    • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
    • Comply with federal and state regulations as well as all established Bank policies and procedures.
    • Perform other duties as assigned.
    Qualifications, Education and Experience Requirements
    • High School Diploma or equivalent required; college degree preferred
    • Microsoft Suite of applications proficiency
    • Knowledge of general office procedures (e.g., scanning, filing, correspondence, scheduling, expenses, calendar)
    • Knowledge of Life Insurance Policies considered a plus
    • Knowledge of Trust and Wealth Management terminology considered a plus
    • Ability to communicate with clients; vendors; CPA’s; attorneys and other professionals
    • Ability to work in a team based environment
    • Operational and/or Client service experience
    • Experience in Trust/Wealth Management/Legal environment preferred
    • Experience interfacing with outside vendors (i.e., Custodians, Life Insurance Companies/ Real Estate appraisers, etc.)
    • Effective interpersonal, communication and presentation skills
    • Excellent telephone etiquette
    • Ability to maintain confidentiality
    • Must have excellent analysis, observation and decision making skills.
    • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
    • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
    • Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
    • Must be able to be physically present in the Bank to perform job duties.
    • Texas Regional Bank is an Equal Opportunity Employer
  • 15 Days Ago
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Trust Officer (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary The Associate Trust Officer will be an integral member of the TRB Trust team. In this role, the Associate Trust Officer will be responsible for administering trust accounts, primarily...
  • 17 Days Ago
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Grocery Store Employee
  • Has Morgan Industries
  • Pharr, TX PART_TIME,FULL_TIME
  • Store Employee at Grocery store Full time, part time: Working in all aspects of the store Pay 8-9 per hour, store staff starting Job Types: Full-time, Part-time Pay: $8.00 - $9.00 per hour Expected ho...
  • 15 Days Ago
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Employee Health Nurse - PRN
  • Laredo Medical Center
  • LAREDO, TX PART_TIME
  • Join our team! Laredo Medical Center (LMC) is looking for an Employee Health Nurse. LMC is Laredo’s largest hospital—a 326-bed licensed acute care facility offering a range of inpatient and outpatient...
  • 23 Days Ago
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Optometrist - Doctor of Optometry (Employee)
  • Now Optics
  • Allen, TX FULL_TIME
  • Optometrist Location: In-store location Salary Range: 180,000-250,000 Physicians Eyecare Group is looking for a high-energy, innovative, and caring Optometrist who shares our passion for making eye ca...
  • 23 Days Ago
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S
Elsa ***STORE EMPLOYEE
  • Siempre Grocery
  • Elsa, TX PART_TIME,FULL_TIME
  • Responsibilities include but are not limited to:· Greet customers and provide them with excellent customer service· Receive inventory and inspect it for any damages· Discard all expired items accordin...
  • 25 Days Ago
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0 Employee Trust Administrator jobs found in Mcallen, TX area

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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Northern California
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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B
Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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B
Senior Medical Science Liaison-Women's Healthcare Northern California
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/19/2024 12:00:00 AM
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Senior Systems Administrator (Australia) - TS/SCI with Polygraph
  • General Dynamics Information Technology
  • General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
  • 4/19/2024 12:00:00 AM
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I
Senior Consultant-SAP HANA FIN CO
  • IBM
  • Segrate, Lombardia
  • Introduction As a Package Consultant at IBM, get ready to tackle numerous mission-critical company directives. Our team ...
  • 4/15/2024 12:00:00 AM
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About Mcallen, Texas

McAllen is the largest city in Hidalgo County, Texas, United States, and the 22nd-most populous city in Texas. It is located at the southern tip of the state in the Rio Grande Valley. The city limits extend south to the Rio Grande, across from the Mexican city of Reynosa, and McAllen is about 70 mi (110 km) west of the Gulf of Mexico. As of 2017, McAllen’s population was estimated to be 142,696. It is the fifth-most populous metropolitan area in the state of Texas, and the binational Reynosa–McAllen metropolitan area counts a population of nearly 1.52 million. From its settlement in 1904, the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$63,505 to $91,025
Mcallen, Texas area prices
were up 1.2% 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