Trust Administrator jobs in Chesapeake, VA

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

E
Administrator
  • Everstory Partners
  • Chesapeake, VA FULL_TIME
  • Description

    Why Everstory

    At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. 

    We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.


    The Impact You Will Make

    The Administrator role at Everstory is a vital part of the location team and is multi-faceted with the ability to learn multiple parts of the business while supporting our customers and team members. In this position, no two days will be the same. You will be responsible for creating a customer focused environment with every interaction you have through answering phones, scheduling appointments, helping on-board team members and assisting your locations leadership team. You will also be responsible for:

    • Contract processing and quality control, including verification that all contracts are valid before entry. 
    • Banking duties: cash receipt entry, deposit slips, credit card transactions and bank deposits. May include trips to the bank for actual cash deposits.
    • Cemetery daily processing of IOA’s (Interment Order and Authorization), following the company standards and policies.
    • File maintenance and record keeping: update customer files including all new sales and burials. Scan all documentations as required. Maintain Records of all memos, e-mails, corporate policies, and programs implemented.
    • Human Resources: coordinate onboarding responsibilities as needed.
    • Accounts Payable: Insure all bills are paid promptly. Process all purchases and invoices through the current system.
    • Accounts Receivable: Collection of past and present balance amounts due for any delinquent location customer contracts.
    • Deeds and Certificates: Provide deeds and certificates to Sales Management each week. Log and process according to your location and or state guidelines. Trust Certificates: Check for accuracy, compare to contracts, sign and place in custom file return (email) to the Home Office Trust Department.
    • Work and Memorial Orders – Order Memorials when PIF (Paid in Full). Manage work orders for Park Services. 
    • White Board Meetings– Take part in daily meetings between Administration, Maintenance, and Sales Department.
    • Reporting: may include Trust, state required, and month end processing.

    Requirements

    • Basics: Multi-Line phone skills required. Filing skills (Alphabetically). Ability to type 40 words per minute with minimal errors and data entry skills. Basic math and computer skills including word processing (Word) and spreadsheet (Excel) applications or Google equivalents.
    • Customer Focus: Ability to abide by all company policies and keep all employee and customer information confidential. Excellent customer service skills and optimal interpersonal skills.
    • Team Focus: Proficient organizational skills. Ability to multitask efficiently and work well independently or as part of a team. Ability to effectively and quickly complete tasks and assignments and meet deadlines.
    • Must possess a valid state driver’s license and have access to a personal vehicle for some locations. 
    • High School equivalency required.
    • Minimum of one-year experience in administration or customer service.

    Our Investment in You

    Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!

    Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

  • 26 Days Ago

S
Teller I - On Call
  • Southern Bank and Trust
  • Ahoskie, NC FULL_TIME
  • Position: Teller I Reports to: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 18 Days Ago

S
Teller I - Part Time - 25 hrs per week
  • Southern Bank and Trust
  • Belhaven, NC PART_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 21 Days Ago

S
Teller I - On Call
  • Southern Bank and Trust
  • Elizabeth, NC FULL_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 9 Days Ago

S
Financial Advisor
  • southern bank and trust
  • In Southern Bank's Footprint, VA FULL_TIME
  • Position: Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt Role Summary: This position is responsible for providing existing and prospective clients with information r...
  • 10 Days Ago

S
Teller I
  • Southern Bank and Trust
  • Elizabeth, NC FULL_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 13 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Trust Administrator jobs found in Chesapeake, VA area

P
Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • Virginia Beach, VA
  • Job Description Job Description Relationship Manager Remote Amazing remote Financial Advisor, Insurance Agent, and Relat...
  • 4/25/2024 12:00:00 AM

P
Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • Virginia Beach, VA
  • Relationship Manager Remote Virginia Beach, VA Amazing remote Financial Advisor, Insurance Agent, and Relationship Manag...
  • 4/24/2024 12:00:00 AM

C
Tax Manager
  • Carmines Robbins & Co
  • Newport News, VA
  • Job Description Job Description Job Description Carmines, Robbins & Company, PLC is seeking a proficient and detail-focu...
  • 4/23/2024 12:00:00 AM

C
Senior Tax Accountant
  • Carmines Robbins & Co
  • Newport News, VA
  • Job Description Job Description Job Description Carmines, Robbins & Company, PLC, renowned for delivering exceptional ta...
  • 4/23/2024 12:00:00 AM

T
Field Application Specialist - HammerHead
  • The Toro Company
  • Virginia Beach, VA
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 4/23/2024 12:00:00 AM

D
Senior Principal Engineer Site Reliability
  • Dell
  • Virginia Beach, VA
  • Senior Principal Engineer Site Reliability Dell Technologies customers rely on our products and services to drive progre...
  • 4/23/2024 12:00:00 AM

A
Territory Sales Representative
  • ADP
  • Norfolk, VA
  • ADP is hiring a Sales Representative, Mid-Sized Accounts. Are you ready to control your financial future with unlimited ...
  • 4/22/2024 12:00:00 AM

O
Retail Sales Advisor
  • Office Depot, Inc.
  • Virginia Beach, VA
  • **Retail Sales Advisor** Stores 749 Hilltop North SHP CTR, Virginia Beach , VA Feb 25, 2022 52922 **Overview** At Office...
  • 4/22/2024 12:00:00 AM

Chesapeake is an independent city in the Commonwealth of Virginia. As of the 2010 census, the population was 222,209; in 2013, the population was estimated to be 232,977, making it the third-most populous city in Virginia. Chesapeake is included in the Virginia Beach–Norfolk–Newport News, VA–NC MSA. One of the cities in the South Hampton Roads, Chesapeake was organized in 1963 by voter referendums approving the political consolidation of the city of South Norfolk with the remnants of the former Norfolk County, which dated to 1691. (Much of the territory of the county had been annexed by other...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,247 to $74,430
Chesapeake, Virginia area prices
were up 1.2% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020