Employee Trust Administrator jobs in Mount Pleasant, SC

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)

A
Client Service Administrator - Financial Firm - Charleston, SC
  • Advisor Employee Services
  • Charleston, SC FULL_TIME
  • Client Service Administrator
     
    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
     
    Our growing financial service firm, Curran Financial, in Charleston, SC 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
    Minimum Requirements:
    • Associates Degree preferred
    • Financial Industry experience required
    • 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
    • Experience with MS Office Suite and the ability to learn new software quickly
    • CRM experience – Salesforce or Redtail experience, preferred
    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:
    $45,000 - $55,000 (without security licenses, based on years of experience)
    $55,000 - $65,000 (with security licensing, based on years of experience)
     
    Benefits – YOU BET!
    After 90-days of employment:
    • Medical
    • Dental
    • Vision
    • HSA, with choice of the HD Medical Plan option
    • 401(k) match
    • Unlimited PTO
    Hours
    Monday – Friday
    8:30 AM – 5:00 PM
    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!

  • Just Posted

S
Zero Trust Architect
  • Syms Strategic Group, LLC (SSG)
  • Charleston, SC FULL_TIME
  • Syms Strategic Group (SSG) is seeking a talented Zero Trust ArchitectDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust (MBI)...
  • 4 Days Ago

S
Zero Trust Engineer
  • Syms Strategic Group, LLC (SSG)
  • Charleston, SC FULL_TIME
  • Syms Strategic Group (SSG) is seeking a talented Zero Trust EngineerDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust (MBI) ...
  • 4 Days Ago

S
Senior Zero Trust Engineer
  • Syms Strategic Group, LLC (SSG)
  • Charleston, SC FULL_TIME
  • Syms Strategic Group (SSG) is seeking a talented Senior Zero Trust EngineerDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust...
  • 4 Days Ago

N
Administrator
  • NHC HomeCare - Low Country
  • Charleston, SC FULL_TIME
  • Definition: A qualified Registered Nurse/HomeCare Administrator hired by the Regional Administrator, approved by the Director of Operations and Vice President, HomeCare and appointed by the Governing ...
  • 2 Months Ago

I
Leasing Consultant - St. James at Goose Creek
  • Independence Realty Trust Inc
  • Goose Creek, SC FULL_TIME
  • As a Leasing Consultant, your goal will be to energetically and professionally represent our incredible, cutting edge, and fast-growing company to current residents and future residents. You’ll have a...
  • 1 Month Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Employee Trust Administrator jobs found in Mount Pleasant, SC area

B
Financial Analyst
  • Brookfield Properties
  • Charleston, SC
  • Location Charleston - 997 Morrison Drive, Suite 402 Business We are a leader in the single-family rental (SFR) Aggregati...
  • 4/19/2024 12:00:00 AM

A
Licensed Inside Sales Representative (Remote - Home Based Work)
  • Allstate
  • Charleston, SC
  • The world isnt standing still, and neither is Allstate. Were moving quickly, looking across our businesses and brands an...
  • 4/19/2024 12:00:00 AM

C
Account Executive
  • Charleston Division (BUL-CH)
  • North Charleston, SC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/18/2024 12:00:00 AM

A
Entry-Level Outside Sales - Mt. Pleasant
  • ADP
  • Mount Pleasant, SC
  • ADP is hiring a Sales Representative, Small Business Services. Are you ready to build a rewarding future? Uncapped commi...
  • 4/18/2024 12:00:00 AM

N
Financial Advisor
  • Northwestern Mutual
  • Charleston, SC
  • Financial Advisors at Northwestern Mutual - Charleston help their clients live more and worry less through our personali...
  • 4/18/2024 12:00:00 AM

L
Advanced Practice Provider - Nurse Practitioner or Physician Assistant
  • LiveWell Choice, LLC
  • Charleston, SC
  • LiveWell Choice, a subsidiary of Longevity Health, is growing and looking to hire an Advanced Practice Provider - Nurse ...
  • 4/17/2024 12:00:00 AM

A
Inside Sales Representative
  • Advisors South Carolina (BUL-CH)
  • Charleston, SC
  • 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

S
Insurance Account Representative
  • Shannon Teolis Insurance Agency Inc
  • Charleston, SC
  • Job Description Job Description State Farm Agent Shannon Teolis, is seeking an outgoing, enthusiastic, and motivated ind...
  • 4/15/2024 12:00:00 AM

Mount Pleasant is a large suburban town in Charleston County, South Carolina, United States. It is the fourth largest municipality and largest town in South Carolina, and for several years was one of the state's fastest-growing areas, doubling in population between 1990 and 2000. The population was 67,843 at the 2010 census,. The estimated population in 2014 was 77,796. At the foot of the Arthur Ravenel Bridge is Patriots Point, a naval and maritime museum, home to the World War II aircraft carrier USS Yorktown, which is now a museum ship. The Ravenel Bridge, an eight-lane highway that was c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$70,150 to $100,551
Mount Pleasant, South Carolina area prices
were up 1.5% 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