Employee Trust Administrator jobs in Medford, OR

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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Client Service Administrator - Financial Firm - Medford, OR
  • Advisor Employee Services
  • Medford, OR FULL_TIME
  • Client Service Administrator
    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
     Bright Lake Wealth Management in Medford, OR is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
     
    Job Description:
    The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
     
    Key Skills:
    • Strong organizational skills
    • Excellent communication; written and verbal
    • Attention to detail and accuracy
    • Proactive management style and consistent follow-through
    • Ability to work independently and within a team environment
    • Proficient with MS Office Suite and MAC platforms
    • Ability to meet deadlines and work under pressure
    Minimum Requirements:
    • Associate's degree preferred
    • Financial Industry experience preferred
    • 2 years working in a fast-paced office environment preferred
    • Experience with MS Office Suite and the ability to learn new software quickly
    • CRM experience a plus - Salesforce
    Responsibilities:
    This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
    • Receive incoming client service calls in a friendly manner
    • Complete each service request and resolve client issues
    • Input notes into CRM and keep updated
    • Coordinate and follow up on each client transfer
    • Review application prior to submission
    • Prepare client review summary for upcoming appointments
    • Maintain professional communication with clients and staff
    • Assist with client updates, reports, and mailings
    • Assist in setting client appointments
    Salary:
    $18 -$23/hr. Based on Experience
     
    Benefits – You Bet!
    • 401K
    • Health Insurance
    • PTO
    • Paid Holidays
    • Sick Leave
     
    Hours:
    • Monday – Friday
    • 8:00 AM – 5:00 PM
     
    *Seminar Attendance required – Evening Work – 2 times a month
    * 25% travel to our office in Redding, California
     
     
    Presented by Advisor Employee Services Thank you for your interest in the Client Service 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. 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!

  • 27 Days Ago

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Trust Officer
  • Oregon Pacific Bank
  • Medford, OR FULL_TIME
  • JOB SUMMARY Establish and maintain trust accounts for financial institution clients. Responsible for the administration of accounts. Responsible for business development and relationship management. E...
  • 16 Days Ago

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Store Employee
  • 7-Eleven, Inc.
  • Medford, OR FULL_TIME
  • Overview Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly environment, stock and merchandise products, and operate the register. Franc...
  • 11 Days Ago

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Store Employee
  • 7-Eleven, Inc.
  • Ashland, OR OTHER
  • Overview Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly environment, stock and merchandise products, and operate the register. Franc...
  • 11 Days Ago

7
Store Employee
  • 7-Eleven, Inc.
  • Central, OR OTHER
  • Overview Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly environment, stock and merchandise products, and operate the register. Franc...
  • 11 Days Ago

7
Store Employee
  • 7-Eleven, Inc.
  • White, OR OTHER
  • Overview Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly environment, stock and merchandise products, and operate the register. Franc...
  • 11 Days Ago

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0 Employee Trust Administrator jobs found in Medford, OR area

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Travel Nurse RN - Home Health - $2,839 per week
  • Hiring Now!
  • Medford, OR
  • Healthcare Support is seeking a travel nurse RN Home Health for a travel nursing job in Medford, Oregon. Job Description...
  • 12/15/2024 12:00:00 AM

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Local Contract Nurse Practitioner - Clinic Family Practice - $70-80 per hour
  • Hiring Now!
  • Medford, OR
  • Continuum Medical Staffing is seeking a Nurse Practitioner Clinic Family Practice for a local contract job in Medford, O...
  • 12/15/2024 12:00:00 AM

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Personal Banker I
  • Umpqua Bank
  • Ashland, OR
  • Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking ser...
  • 12/14/2024 12:00:00 AM

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Travel Physical Therapist Assistant (PTA) - 826227
  • Anders Group
  • Medford, OR
  • Physical Therapist Assistant (PTA) Location: Medford , OR Start Date: 12/09/2024 Shift: Days Setting: SNF Apply online o...
  • 12/14/2024 12:00:00 AM

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Walgreens Picker Packer
  • Walgreens
  • Medford, OR
  • Now Hiring - Great pay & Benefits. Click to Apply. About Walgreens Strategically aligned with Europe's Alliance Boots, W...
  • 12/13/2024 12:00:00 AM

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Client Support Representive
  • VCA Antech, Inc.
  • Medford, OR
  • Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Anima...
  • 12/13/2024 12:00:00 AM

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8523 - Juvenile Justice Specialist I (Community Justice)
  • Jackson County, OR
  • Medford, OR
  • Salary: $21.54 - $28.80 Hourly Location : Medford, OR Job Type: Full Time Job Number: 8523 Department: Community Justice...
  • 12/12/2024 12:00:00 AM

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(15k Sign on Bonus) Travel Nurse Practitioner-Jackson County, Oregon - Full Time
  • Advantmed
  • Medford, OR
  • Description About Advantmed Advantmed is a leading provider of risk adjustment, quality improvement and value-based solu...
  • 12/12/2024 12:00:00 AM

Medford is located approximately 27 miles (43 km) north of the northern California border at 42.3°N. According to the United States Census Bureau, the city has a total area of 25.74 square miles (66.67 km2), of which, 25.73 square miles (66.64 km2) is land and 0.01 square miles (0.03 km2) is water. The Pacific Ocean is about 75 miles (121 km) west of the city, and is the nearest coast. The nearest river is the Rogue River (8 mi or 13 km), and the nearest lake is Agate Lake (13 mi or 21 km). Nearby cities include Grants Pass, Klamath Falls, Ashland, Roseburg, Redding (California), and Crescent ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$74,917 to $107,376
Medford, Oregon area prices
were up 2.5% 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