Employee Trust Administrator jobs in Rochester, NY

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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Student Intern - Salesforce Administrator
  • Canandaigua National Bank & Trust Co
  • Pittsford, NY INTERN
  •  

    Salesforce Administrator Intern

     

    What does a summer intern at CNB do?

    As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is investing in you. Our interns experience firsthand what it is like working in the world of financial services. As a summer intern you will work side by side with our team to provide individuals, businesses, municipalities, and not-for-profit organizations access to all the financial services they will ever need. Interns will act as a member of the team for the summer, assisting the department help achieve the bank’s goal – of ensuring our community thrives and grows. 

    Throughout the summer, intern will have an opportunity to connect with each other, shadow within a branch, network with different departments, and enjoy social events.  The summer will culminate in presentation to their managers and the Executive Team.  

    This position is a paid internship/co-op for Summer 2024.  Program begins Tuesday, May 28th, 2024.

    Salesforce Administrator Intern

    We are looking for a Salesforce Intern to join and expand the team. In this role, you will be responsible for providing administrative support to the employees of the bank that utilize the Salesforce platform. You will learn about the CRM (Customer Relationship Management) Software through the setup of new users and troubleshooting any errors that users may receive. Additionally, you may find yourself merging or deleting records, importing or exporting data through a multitude of ways. 


    In this role, you will:

    • Assist with Authority Access Requests where you will provide Salesforce Access to new or existing employees.
    • Keep our Salesforce Org neat by merging/deleting duplicate Salesforce records or customer relationships in the system.
    • Work on troubleshooting skills by connecting with internal employees to determine solutions to issues they may experience in Salesforce throughout the day.
    • Import and export data from Salesforce using data loader tools, SOQL query language, and Excel.

    The purpose of the Information Technology Internship Program is to offer students an opportunity to learn real work experience, while bringing new ideas and skillsets to CNB to help achieve our strategic goals.  CNB values our employees, and we are looking for talented individuals with the desire to learn and apply their skills to a wide variety of technologies used in Financial Services.  

    The program is designed for current students enrolled in an associate, bachelor’s or master’s degree program in a technology discipline.  


    What to expect: 

    • Full-time or Part-time paid internship for school credit
    • Challenging, hands on work within a supportive, collaborative team
    • Matched with a Buddy/Mentor
    • Dedicated Manager with weekly check-ins
    • Access and involvement with a wide variety of IT disciplines.

    What would our ideal candidate look like?

    • Communication
      • You’re going to be talking and typing and chatting with people all over the bank. From executives to tellers. Helping them out with simple issues and complex problems. Your job will be to figure out what the problem is and where to go next. You will have to follow up and continue communication until the issue is solved in some way, shape or form.
    • Abstract Thinking
      • More complex issues and projects will require you to ask questions and get answers to things that are not cut and dry. You will have to first help define the problem or goal. To do that you will be required to ask a lot of questions and listen carefully to pull out requirements that are not always presented up front.
    • Technically Adept
      • Do you quickly learn and adapt to new technology? Can you open up a new application and figure out how it works? Salesforce is a broad and deep platform that will require you to do self-driven research to figure out possibilities and configuration options and platform limits.
    • Excel/Typing Skills/Database/Relational Database
      • Spreadsheets are used to collect and collate information that either must be imported/exported or used to define sets of work. You’ll be working with lots of data and configuring database elements.

    Schedule:  M-F 8:30a.m. – 5 p.m., with flexibly depending on needs.  
     

    Location:  1160 Basin Park, 1160 Pittsford-Victor Rd., Pittsford, NY 14534


    Compensation - $18 per hour
    The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

     

    What makes working at CNB different? 

    At CNB, we are Investing in You.  Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees. 

    Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

    As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

    As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You.  If you want to be a part of something special, join us today!

    Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

  • 1 Month Ago

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Trust Investment Officer 2
  • Community Bank System, Inc.
  • Canandaigua, NY FULL_TIME
  • OverviewAt Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Ban...
  • 14 Days Ago

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Administrator
  • Family Service Communities
  • Fairport, NY FULL_TIME
  • Family Service Communities is looking for an energetic, outgoing Administrator to run the Enriched Housing Program at The Northfield in Fairport. JOB SUMMARY: The Administrator is responsible for dail...
  • 2 Days Ago

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Lease Transaction Analyst II
  • Manufacturers and Traders Trust Co
  • Rochester, NY FULL_TIME
  • Overview: A Lease Transaction Analyst II (LTA II) is responsible for coordinating, documenting and initiating the funding process for a variety of commercial equipment lease/loan products. They assist...
  • 1 Month Ago

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Store Employee
  • 7-Eleven, Inc.
  • Canandaigua, NY 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...
  • 14 Days Ago

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Store Employee
  • 7-Eleven, Inc.
  • Dansville, NY 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...
  • 14 Days Ago

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0 Employee Trust Administrator jobs found in Rochester, NY area

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Project Manager - ERP
  • Avero Advisors
  • Rochester, NY
  • Job Description Job Description Reports To: Program Manager, ERP Implementation Summary: We are seeking a driven and det...
  • 4/18/2024 12:00:00 AM

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Private Client Financial Advisor
  • Citizens
  • Rochester, NY
  • Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are c...
  • 4/18/2024 12:00:00 AM

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Branch Manager
  • KeyCorp
  • Medina, NY
  • Location:514 Main Street - Medina, New York 14103 Job Summary. Be a problem solver, trusted advisor, and partner to the ...
  • 4/18/2024 12:00:00 AM

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Channel Sales Manager - BPO Division
  • ADP
  • Rochester, NY
  • ADP is hiring a Major Account Business Process Outsourcing Sales! Let us tell you some more... • Are you high-reaching a...
  • 4/17/2024 12:00:00 AM

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Director of Sales - Northeast
  • Mainline Information Systems
  • Rochester, NY
  • About Us Founded in 1989, Mainline has been at the forefront of the technology industry and has now grown to over $1B in...
  • 4/17/2024 12:00:00 AM

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Paralegal
  • JK Executive Strategies, LLC
  • Rochester, NY
  • Trust & Estate Paralegal Rochester, NY JK Executive Strategies has partnered with a well-respected, full-service law fir...
  • 4/16/2024 12:00:00 AM

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Paralegal
  • Jk Executive Strategies Llc
  • Rochester, NY
  • Trust & Estate Paralegal Rochester, NY JK Executive Strategies has partnered with a well-respected, full-service law fir...
  • 4/16/2024 12:00:00 AM

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Account Executive – SMB Market Growth
  • ADP
  • Rochester, NY
  • ADP is hiring a Account Executive – SMB Market Growth Are you ready to control your financial future with unlimited upsi...
  • 4/15/2024 12:00:00 AM

Rochester is at 43°9′56″N 77°36′41″W / 43.16556°N 77.61139°W / 43.16556; -77.61139 (43.165496, −77.611504). The city is about 73 miles (120 km) east-northeast of Buffalo and about 87 miles (140 km) west of Syracuse and Albany, the state capital is 226 miles (360 km) to the east ; it sits on Lake Ontario's southern shore. The Genesee River bisects the city. Toronto, Canada is northwest 168 miles (270 km) and New York City is about 350 miles (560 km) to the southeast. According to the United States Census Bureau, the city has a total area of 37.1 square miles (96 km2), of which 35.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$72,661 to $104,149
Rochester, New York 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