Employee Trust Administrator jobs in Seattle, WA

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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Personal Trust Administrator
  • D.A. Davidson Companies
  • Seattle, WA FULL_TIME
  • Job Description:


    D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering exceptional service to our clients and each other. We support a friendly, open and respectful culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities-and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

    Summary/Function:
    We are currently seeking a motivated and detail focused Personal Trust Administrator in our Trust department. The position will perform various administrative duties to contribute to effective and efficient business operations.


    Experience and Skills:

    Qualifications:
    • 2 years of prior trust administration or related wealth management experience preferred.
    • College degree or equivalent experience (preferably within trust administration) preferred.
    • Paralegal certification or past employment in the capacity of a paralegal a plus.
    • Previous experience in the financial service industry or working knowledge of trust administration and fiduciary services.
    • Comprehensive understanding of the degree of administration required for trust accounts.
    • Basic understanding of fiduciary tax issues surrounding trust accounts.
    • Proficient computer skills, especially Microsoft Office applications and other proprietary systems.
    • Communicate in a clear and service oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
    • Follow policies and procedures and maintain client confidentiality.
    • Exercise good judgment and discretion working with highly confidential information.
    • Skilled at multi-tasking, managing priorities and problem solving skills.
    • Detail oriented and strong organizational skills.
    • Ability to identify and escalate issues as appropriate.
    • Strong time management skills, ability to adapt and be flexible.
    • Excellent presentation, verbal and written communication skills.
    • Ability to proactively work and relate with others in a professional manner in order to accomplish work responsibilities and objectives.
    • Ability to maintain regular, predictable attendance.
    • Ability to work overtime if needed.
    Duties:
    • Maintain a working knowledge of Davidson Trust Company policies and procedures.
    • Open new accounts through established account opening process. Verify that all assets have transferred and are set up properly within 30 days of asset transfer.
    • Coordinate with the Trust Officer the necessary actions to be taken to close an account in an accurate and timely manner.
    • Process correspondence, reports, proposals as requested by the Trust Officer.
    • Assist in the administration of accounts at the direction of the Trust Officer.
    • Assist in preparing administrative reviews and requests for discretionary payments as requested by the Trust Officer.
    • Complete basic information on annual reviews and coordinate with the Trust Officer.
    • Process client remittances and bill payments and ensuring they are per the terms of the trust document and include proper authorization.
    • Maintain a thorough knowledge and understanding of trust accounting principles.
    • Research and respond to respond to client requests as necessary. Provide account information if requested.
    • Review and maintain daily reports and other periodic forms. Monitor and assist in covering overdrafts. Resolve and follow through to completion.
    • Ability to deal with various professionals such as Financial Advisors, attorneys, and CPA’s.
    Perform various administrative duties to include:
    • Maintain client files. Scan and file correspondence and other account documents into internal databases.
    • Sort and distribute incoming mail and prepare outgoing mail. Prepare Fed Ex packages for shipment.
    • Establish client files, statements, and maintain ticklers for new accounts.
    • Maintain closed files, custody records for additions and withdrawals to the legal vault and account file destruction schedule and records.
    • Perform other duties and responsibilities as assigned.

    We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
    From: D.A. Davidson Companies

  • 24 Days Ago

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Chief Labor and Employee Relations Administrator
  • City of Kirkland
  • Kirkland, WA FULL_TIME
  • Why Work for Kirkland?Ranked as one of the most livable cities in America, Kirkland is an attractive and inviting place to live, work, and visit. We have big city vision while maintaining a small-town...
  • 1 Day Ago

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Manager, Copywriting
  • SanMar Employee Board
  • Issaquah, WA FULL_TIME
  • What's the Short Version? The Manager, Copywriting leads the verbal expression of our apparel brands. This role inspires and leads a team of writers to deliver exceptional campaign and copy solutions ...
  • 20 Days Ago

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Director, Enterprise Program, Project, and Portfolio Office
  • SanMar Employee Board
  • Issaquah, WA FULL_TIME
  • What's the Short Version? The Director, Enterprise Program, Project, and Portfolio Office (E3PO) serves as a member of the senior leadership team responsible for overseeing and managing all aspects of...
  • 24 Days Ago

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Supervisor, Inside Sales
  • SanMar Employee Board
  • Issaquah, WA FULL_TIME
  • What's the Short Version? The Supervisor, Inside Sales directly supervises and coaches employees to help each individual team member meet the requirements of the job. They carry out supervisory respon...
  • Just Posted

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Benefit Counselor/Enroller (UNIONS) - Per diem, Seattle WA
  • Employee Family Protection
  • Seattle, WA PER_DIEM
  • DescriptionPosition Summary:The Benefit Counselor educates union members about voluntary benefit plans, communicates available programs to eligible members, and members in elected benefits through var...
  • 2 Days Ago

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0 Employee Trust Administrator jobs found in Seattle, WA area

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Microsoft D365 F&O-SCM Senior Functional Consultant
  • UST
  • Seattle, WA
  • Who we are: Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partne...
  • 3/29/2024 12:00:00 AM

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ERP Solutions Architect
  • UST
  • Seattle, WA
  • Who we are: Born digital, UST transforms lives through the power of technology. We walk alongside our clients and partne...
  • 3/29/2024 12:00:00 AM

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Human Resources Generalist
  • LHH
  • Seattle, WA
  • LHH Recruitment Solutions is hiring for an Human Resources Generalist for a small, growing company located in Seattle, W...
  • 3/28/2024 12:00:00 AM

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Financial Operations Analyst
  • INSPYR Solutions
  • Seattle, WA
  • Title: Financial Operations/Business Analyst Location: Seattle, WA [on site] Duration: 6 month contract with opportunity...
  • 3/28/2024 12:00:00 AM

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Regional Sales Executive - Seattle
  • GlideFast Consulting
  • Seattle, WA
  • At GlideFast Consulting, we are dedicated to helping our customers see the benefits and value of their ServiceNow implem...
  • 3/28/2024 12:00:00 AM

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Equipment Technician
  • Unicon Pharma Inc
  • Bothell, WA
  • Job Description Job Description Available Shift Timings: Fist shift 6:00 Am-2:30Pm second shift 2:30 Pm-11:00 Pm Princip...
  • 3/27/2024 12:00:00 AM

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Real Estate Sales Professional
  • BricksFolios RE Solutions
  • Renton, WA
  • Description Tired of the same old? Ready to break free from the confines of traditional brokerages and unlock a world of...
  • 3/26/2024 12:00:00 AM

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Client Partner - Retail
  • Mastek
  • Seattle, WA
  • Mastek are looking for an experienced Seattle based Client Partner from IT Service Industry for Retail Vertical. As a Cl...
  • 3/25/2024 12:00:00 AM

Seattle (/siˈætəl/ (listen) see-AT-əl) is a seaport city on the West Coast of the United States. It is the seat of King County, Washington. With an estimated 730,000 residents as of 2018[update], Seattle is the largest city in both the state of Washington and the Pacific Northwest region of North America. According to U.S. Census data released in 2018, the Seattle metropolitan area’s population stands at 3.87 million, and ranks as the 15th largest in the United States. In July 2013, it was the fastest-growing major city in the United States and remained in the Top 5 in May 2015 with an annual...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$81,317 to $116,553
Seattle, Washington area prices
were up 2.8% 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