Employee Trust Administrator jobs in Phoenix, AZ
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
Client Service Administrator - Financial Firm - Sun City, AZ
- Advisor Employee Services
-
Sun, AZ
FULL_TIME
-
Client Service AdministratorAre you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? 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, Oxford Retirement and Estate Planning, Sun City, AZ 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
- Fun, kind, and caring attitude
- Team player
- Proactive management style and consistent follow-through
Minimum Requirements:- Bachelor’s 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
- Series 65 Required
- CRM experience
- Experience with Wealth cape, Fidelity, and Orion a strong plus
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:$50,000 - $55,000/year based on experienceBenefits:- Comprehensive health, dental, and retirement plans
- Professional development opportunities
- PTO
- Positive and collaborative work culture
Hours:- Monday – Thursday: 8:00am – 5:00pm
- Friday: 8:00am – 1:00pm
- Quarterly client events
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, 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 https://aesplacement.com/. 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!
- 26 Days Ago
Employee Benefits Account Executive
- Employee Benefits International
-
Phoenix, AZ
FULL_TIME
- Employee Benefits International Account Executive Position Salary range: $150,000 - $200,000 As part of the applicant process, we would like to ask you to find 6-7 uninterrupted minutes to take a surv...
- 1 Month Ago
Employee Benefits Sales Producer
- Employee Benefits International
-
Phoenix, AZ
FULL_TIME
- Employee Benefits International (EBI) is actively seeking a dynamic and highly motivated Sales Professional to join our team. As an EBI Insurance Sales Producer, you'll have the opportunity to promote...
- 1 Month Ago
Business Execution Administrator - Global Employee Relations
- Wells Fargo
-
Phoenix, AZ
FULL_TIME
- About this role: Wells Fargo is seeking a Business Execution Administrator for Global Employee Relations team. In this role, you will: Support the operations of Global Employee Relations Administer pr...
- 11 Days Ago
Employee Benefits Account Manager (on-site)
- Employee Benefits International
-
Phoenix, AZ
FULL_TIME
- Employee Benefits International Account Manager Position Salary range: $75,000 - $95,000 Employee Benefits International Arizona is looking for a client and carrier-facing Employee Benefits Account Ma...
- 1 Month Ago
Employee
- BUZZ TECHNICAL LLC
-
PEORIA, AZ
FULL_TIME
- Buzz Technical Llc in Peoria, AZ is looking for one employee to join our team. We are located on 8550 N 91 St Ave Ste 2. Our ideal candidate is a self-starter, ambitious, and hard-working.BenefitsWe o...
- 1 Month Ago
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0 Employee Trust Administrator jobs found in Phoenix, AZ area
Financial Analyst
- The Keller Group
-
Chandler, AZ
- The Keller Group is supporting our Chandler based client in search of an experienced and motivated Financial Analyst. Th...
- 4/24/2024 12:00:00 AM
Business Office Manager
- TARAJI PLLC
-
Phoenix, AZ
- Job Description Job Description Business Manager and Brand Builder The primary duty of this position is managing the off...
- 4/23/2024 12:00:00 AM
Human Resources Manager - Phoenix, AZ
- CRH
-
Phoenix, AZ
- Job ID: 492740 Exempt Oldcastle Infrastructure™, a CRH company, is the leading provider of utility infrastructure soluti...
- 4/23/2024 12:00:00 AM
Financial Analyst
- The Keller Group
-
Chandler, AZ
- The Keller Group is supporting our Chandler based client in search of an experienced and motivated Financial Analyst. Th...
- 4/23/2024 12:00:00 AM
Human Resources Manager
- Oldcastle Infrastructure
-
Phoenix, AZ
- Oldcastle Infrastructure™, a CRH company, is the leading provider of utility infrastructure solutions for the water, ene...
- 4/22/2024 12:00:00 AM
PR & Employee Engagement Manager
- Confidential
-
Phoenix, AZ
- We are looking for a creative candidate who is passionate about building an employer brand. This person should love work...
- 4/22/2024 12:00:00 AM
Branch Manager
- Haga Kommer, Ltd.
-
Phoenix, AZ
- Haga Kommer, Ltd., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a pos...
- 4/21/2024 12:00:00 AM
Human Resources Manager
- Oldcastle Infrastructure
-
Phoenix, AZ
- Oldcastle Infrastructure, a CRH company, is the leading provider of utility infrastructure solutions for the water, ener...
- 4/20/2024 12:00:00 AM
About Phoenix, Arizona
Phoenix is in the southwestern United States, in the south-central portion of Arizona; about halfway between Tucson to the southeast and Flagstaff to the north. By car, the city is approximately 150 miles (240 kilometers) north of the US-Mexico border at Sonoyta and 180 mi (290 km) north of the border at Nogales. The metropolitan area is known as the "Valley of the Sun" due to its location in the Salt River Valley. It lies at a mean elevation of 1,086 feet (331 m), in the northern reaches of the Sonoran Desert.
Other than the mountains in and around the city, the topography of Phoenix is gener...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$72,956 to $104,573
Phoenix, Arizona area prices
were up 2.2% from a year ago
were up 2.2% from a year ago
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