Employee Trust Administrator jobs in Peoria, IL

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)

F
Trust Administrator
  • First Mid
  • Bloomington, IL FULL_TIME
  • Administers accounts where the Company acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court-appointed guardian of the estate, and as an agent under a custody, escrow, safekeeping, or investment management arrangement.
     
    Responsibilities include, but are not limited to:
    • Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:
      • Cooperating with legal counsel as to probate the will within departmental policies and applicable state law
      • Identifying, collecting, securing, and appraising all assets and preparing an inventory in a timely manner
      • Handling assets such as real estate and closely held corporations that must be specially managed
      • Maintaining contact with beneficiaries concerning their interest
      • Cooperating with accountant to properly determine tax elections, file federal and state tax returns, and pay taxes in a timely manner
      • Ensuring that all estate liabilities are identified, proven, and satisfied
      • Ensuring that remaining assets are distributed property
    • Where the Company acts as trustee, the assigned trust officer is responsible for the following duties:
      • Administering trust in accordance with the will or trust agreement, Company policies, and state laws
      • Trust income is collected and properly processed and distributed or reinvested
      • Trust principal is properly managed, invested, and distributed
      • All tax reports and returns are prepared and submitted in a timely manner
    • Responsible for performing the statutory duties of a guardian of real and personal property in accordance with the directions of the court and concerned governmental agencies and within departmental procedures and policies
    • Responsible for performing all duties specified in the terms of a custodial, escrow, safekeeping, or investment management agreement.  Secures and invests customer’s assets, collects and remits or reinvests income as directed
    • Responsible for the administration and management of certain personal trusts
    • Responsible for building customer satisfaction in the Company
    • Cross-sell other Company services with officers in charge of retail deposits, retail lending, commercial lending, and cash management
    • Participate as a member of various Trust committees as assigned
    • Represent the Company and provide leadership in key community activities and committees
    • Participate in professional associations; attend conventions, conferences, and seminars
    • Build relationships with potential referral sources
    • Complete required training associated with job function
    • Build and maintain strong customer relationships
    • Perform other duties as assigned
     
    Qualifications
    Education/Experience:
    • Bachelor’s degree in Finance or Business Administration or the equivalent of five plus years of specialized training in trust services
     
    Skills:
    • High level of analytical skills to conduct trust/investment account analysis and maintain account’s progress in consideration of market trends, interest rates, economic conditions, and other factors
    • High level of interpersonal skills to interact with customers and potential customers in a professional manner
    • Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment
     
    First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.
     
    THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
     
    #LI-POST

  • 13 Days Ago

G
Mental Health Services Team Leader (Maternity Cover)
  • Guidepost Trust
  • Henry, IL FULL_TIME
  • Contract: Fixed Term Contract (12 months) Reporting to: Community Opportunities Manager Responsible for: Staff and volunteer team at Henry Smith House (may include staff/ volunteers/external contracto...
  • 16 Days Ago

P
Administrator
  • Personal Mobility
  • Peoria, IL FULL_TIME
  • Compensation 15.00 - 20.00 Hr. Sales & Service Coordinator Job Description: We are seeking an energetic, customer focused individual to manage the sales and service administration for our mobility dea...
  • 10 Days Ago

A
Administrator
  • American Medical Associates
  • El Paso, IL FULL_TIME
  • Administrator needed for a long term care facility located in Woodford County, IL!!! Up to $100K salary!!! Responsibilities of the Administrator: Supervises all Clinical and Administrative functions i...
  • 1 Month Ago

I
Director of Planned Giving/Trust Services
  • It Is Written
  • Tennessee, IL FULL_TIME
  • Position Description Adventist Media Center - It Is Written Position Title:Planned Giving & Trust Services Director Internal Title:Department Director Job Classification:Exempt - Regular Full Time Acc...
  • 27 Days Ago

P
Part-Time Bank Teller/ Customer Service Representative
  • Prairie State Bank & Trust
  • Bloomington, IL PART_TIME
  • Prairie State Bank & Trust, a locally owned $800 million bank with 20 offices in Central Illinois, has an immediate opening for a Part Time Bank Teller/ Customer Service Representative in Bloomington....
  • 16 Days Ago

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0 Employee Trust Administrator jobs found in Peoria, IL area

I
Vice President - Finance
  • Illinois Mutual
  • Peoria, IL
  • Job Summary This position serves as Chief Financial Officer of the Company which includes directing the financial respon...
  • 4/24/2024 12:00:00 AM

H
Locum Tenens Nurse Anesthetist (CRNA) - $100-200 per hour
  • Hiring Now!
  • Normal, IL
  • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Normal, Illinois. Job Description & ...
  • 4/24/2024 12:00:00 AM

D
Senior Principal Engineer Site Reliability
  • Dell
  • Peoria, IL
  • Senior Principal Engineer Site Reliability Dell Technologies customers rely on our products and services to drive progre...
  • 4/24/2024 12:00:00 AM

H
Locum Tenens Nurse Practitioner - Family Practice - $63+ per hour
  • Hiring Now!
  • East Peoria, IL
  • Caliber Healthcare Solutions is seeking a Nurse Practitioner Family Practice for a locum tenens job in East Peoria, Illi...
  • 4/23/2024 12:00:00 AM

H
Locum Tenens CRNA - Anesthesia - $100-200 per hour
  • Hiring Now!
  • Normal, IL
  • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Normal, Illinois. Job Description & ...
  • 4/23/2024 12:00:00 AM

C
Senior Distinguished Engineer
  • Capital One
  • Peoria, IL
  • Center 1 (19052), United States of America, McLean, Virginia Senior Distinguished Engineer Capital One is looking for a ...
  • 4/23/2024 12:00:00 AM

C
Sr. Distinguished Engineer-- Card Technology
  • Capital One
  • Peoria, IL
  • Center 1 (19052), United States of America, McLean, Virginia Sr. Distinguished Engineer-- Card Technology Senior Disting...
  • 4/23/2024 12:00:00 AM

I
Vice President - Finance
  • Illinois Mutual
  • Peoria, IL
  • Job Summary This position serves as Chief Financial Officer of the Company which includes directing the financial respon...
  • 4/22/2024 12:00:00 AM

Peoria (/piˈɔːriə/ pee-OR-ee-ə) is the county seat of Peoria County, Illinois, and the largest city on the Illinois River. Established in 1691 by the French explorer Henri de Tonti, Peoria is the oldest European settlement in Illinois, and is named after the Peoria tribe. As of the 2010 census, the city was the seventh-most populated in Illinois (and the third largest outside the Chicago metropolitan area), with a population of 115,007. The Peoria Metropolitan Statistical Area had a population of 373,590 in 2011. Until 2018, Peoria was the global and national headquarters for Caterpillar Inc.,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$71,037 to $101,821
Peoria, Illinois area prices
were up 1.3% 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