Trust Administration Assistant jobs in Cedar Falls, IA
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Trust Administration Analyst
- Longevity Holdings
-
Cedar, IA
FULL_TIME
-
Longevity Holdings (doing business through its subsidiaries ITM TwentyFirst, ITM, The Berwyn Group, Inc., Maple Life Analytics, LexServ, Fasano & Associates and PBI Research Services) is a fast growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.
The Trust Administration Analyst will manage a set number of life insurance policies and trust accounts. This individual will prepare premium notices for trust grantors and beneficiaries, facilitates premium disbursement requests, handle correspondence from carriers and client. The Trust Administration Analyst takes the lead role in building their client relationships and delivering highly accurate life insurance policy reports. This involves the evaluation and interpretation of life insurance illustrations, statements, policy contracts, and relevant policy documentation. As with any rapidly growing company and team, the responsibilities for this position will continue to evolve based business needs, the individual’s career goals and their ability to learn.
Essential Job Responsibilities:
- Review and interpretation of Life Insurance documents such as carrier illustrations, statements, and policy contracts.
- Manage between 350-500 trust accounts based on the requirements defined in the client’s service agreement.
- Onboard new client accounts with accuracy for successful trust administration and product review
- Prepare correspondence for trust grantors and beneficiaries.
- Act as a point of contact and provide daily support for our external clients regarding policy analytics and details.
- Establish and maintain close working relationships with external and internal clients.
- Be an expert at trust administration and become fluent in life insurance product knowledge.
- Provide back-up and assistance to others in this position.
- Perform Annual Life Insurance Policy Reviews
- Bachelor’s degree or equivalent work experience
- Strong interpersonal and relationship-building skills with a customer service focus
- Excellent knowledge of Microsoft Office
- Exceptional organizational and problem-solving skills as well as a high capacity for multi-tasking
- An ability to work independently in an efficient and responsible manner.
- Adaptable and willing to take on new challenges and opportunities.
- Eagerness to learn in this position is essential.
- Knowledgeable in or has performed the role of a Trust Administrator
- Knowledge of the different types of life insurance products
- Summer hours (Friday FLEX program): full time employees will be able to participate in our summer flex hours. Participating employees will enjoy a four-hour work day every other Friday (must still work 40 hours)
- WEX (lifestyle) funds: The company is committed to the continuous improvement and career development of employees. The purpose of the plan is to outline the resources available to support each employee’s career goals and company’s business needs.
- Career pathing: we develop a career path that identifies opportunities for advancement based on your unique skills, interests, career objectives, and details the steps needed to take.
- A sense of belonging: We are committed to offering a diverse and inclusive workplace.
- Virtual contests and giveaways plus team building activities
Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/ - 1 Month Ago
Loan Assistant
- First Security Bank & Trust
-
Charles, IA
FULL_TIME
- Join our team and be part of an organization that is committed to making a difference in the lives of our customers and our community. Apply today to take the first step towards an exciting and reward...
- 11 Days Ago
Medical Support Assistant
- US Veterans Health Administration
-
Marshalltown, IA
FULL_TIME
- Duties Duties include, but are not limited to: Scheduling, canceling, re-scheduling patient's appointments and/or consults; Entering no-show information; monitoring the electronic wait list; Preparing...
- 12 Days Ago
Trust Officer
- Iowa State Bank
-
Algona, IA
FULL_TIME
- DescriptionResponsible for the overall management of the trust department duties of the Trust Officer include, but are not limited to: Plan, direct, and coordinate the bank's trust programs including,...
- 10 Days Ago
Trust Account Specialist
- Longevity Holdings
-
Cedar, IA
FULL_TIME
- Longevity Holdings (doing business through its subsidiaries ITM TwentyFirst, ITM, The Berwyn Group, Inc., Maple Life Analytics, LexServ, Fasano & Associates and PBI Research Services) is a fast growin...
- 25 Days Ago
Retail Advisor I
- First Security Bank & Trust
-
Springs, IA
FULL_TIME
- Retail Advisor I - First Security Bank & Trust About Us: First Security Bank & Trust is a leading community bank in Nora Springs, IA, specializing in providing excellent financial services to individu...
- 10 Days Ago
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0 Trust Administration Assistant jobs found in Cedar Falls, IA area
FT Data Entry Coordinator - Work From Home>
- Maven Clinic
-
Cedar Falls, IA
- [Administrative Assistant / Fully Remote] - Anywhere in U.S. / $25 per hour - As a Data Entry Coordinator you'll: Transf...
- 4/18/2024 12:00:00 AM
FT Data Entry Coordinator - Work From Home>
- Maven Clinic
-
Waterloo, IA
- [Administrative Assistant / Fully Remote] - Anywhere in U.S. / $25 per hour - As a Data Entry Coordinator you'll: Transf...
- 4/18/2024 12:00:00 AM
FT Data Entry Clerk - Work From Home>
- The League
-
Cedar Falls, IA
- [Administrative Assistant / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Benefits - As a Data Entry Clerk you...
- 4/18/2024 12:00:00 AM
Data Entry Specialist (Work From Home)>
- CareMetx
-
Cedar Falls, IA
- [Administrative Assistant / Fully Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Specialist you'll: Main...
- 4/18/2024 12:00:00 AM
Patient Services Coord
- UnityPoint Health
-
Waterloo, IA
- Overview UnityPoint Health - Allen Hospital Patient Service Coordinator - ED Full-time; 1900-0700/2300-0700 Benefits Eli...
- 4/18/2024 12:00:00 AM
Pharmacy Support Assistant
- UnityPoint Health
-
Cedar Falls, IA
- Overview: *AS NEEDED Pharmacy Support Assistant* Cedar Falls, IA M-F 8:00am-6:00pm, Sat/Sun 10:00AM-6:00PM, rotating shi...
- 4/18/2024 12:00:00 AM
Documentation Specialist
- Integrated Resources Inc
-
Waterloo, IA
- Job Title: Documentation Specialist Location: Waterloo, IA 50613(Part Time) Duration: 1.5years contract (Possible Extens...
- 4/18/2024 12:00:00 AM
Human Resources Specialist
- North Star Community Services
-
Waterloo, IA
- Are you a skilled H.R. professional? A good communicator? This job is for someone who is looking for the opportunity to ...
- 4/15/2024 12:00:00 AM
About Cedar Falls, Iowa
Cedar Falls is a city in Black Hawk County, Iowa, United States. As of the 2010 census, the city population was 39,260. It is home to the University of Northern Iowa, a public university.
Cedar Falls is located at 42°31′24″N 92°26′45″W / 42.52333°N 92.44583°W / 42.52333; -92.44583 (42.523520, −92.446402). According to the United States Census Bureau, the city has a total area of 29.61 square miles (76.69 km2), of which, 28.75 square miles (74.46 km2) is land and 0.86 square miles (2.23 km2) is water.
Natural forest, prairie and wetland areas are found within the city limits at the Hartma...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$42,559 to $54,250
Cedar Falls, Iowa area prices
were up 0.8% from a year ago
were up 0.8% from a year ago
What does a Trust Administration Assistant do?
Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020