Trust Clerk jobs in Fargo, ND

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

A
Trust Associate
  • Ascensus
  • Fargo, ND FULL_TIME
  • Section 1: Position Summary

    Responsible for the administration of qualified retirement plan and IRA accounts; provide excellent customer service to both internal and external clients; process requested account transactions focusing on accuracy and SLA's; and ensure that applicable compliance requirements are met and policies and procedures are followed.

    Section 2: Job Functions, Essential Duties and Responsibilities

    • Timely and accurately process contributions and distributions
    • Review transactions to confirm documentation is complete and the transaction complies with applicable policies
    • Effectively perform all aspects of IRA administration
    • Provide phone/email/in person contact with clients, advisors, referrals, banks, investment firms
    • Resolve internal and external client issues by responding professionally to all correspondence within communicated and departmental SLA's
    • Provide management reporting as required.
    • Perform end of month/quarter tasks and reports
    • Research and resolve discrepancies in documents and transactions
    • Research asset documentation
    • Establish and terminate Automatic Rollover IRAs and handle participant and TPA calls
    • Resolve internal and external client issues by responding professionally to all correspondence within communicated and departmental standard timeframes.
    • Participate in audit or quality control activities
    • Establish and terminate Automatic Rollover IRAs and handle participant and TPA calls
    • May process/review 1099R/5498 tax reporting including corrective reporting and electronic filing of reports to IRS
    • Open/Process incoming overnight packages
    • Assist with opening and closing of client accounts
    • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
    • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
    • Assist with other tasks and projects as assigned

    Supervision

    • N/A

    Section 3: Experience, Skills, Knowledge Requirements

    • College level accounting classes and/or experience in financial services industry
    • Prior participation in industry specific education or certification courses
    • Ability to effectively communicate, both in writing and oral, with wide range of outside contacts in a professional manner
    • Able to prioritize and meet deadlines
    • Self directed with ability to take initiative
    • Good interpersonal skills
    • Work closely with others in a team setting
    • Strong math skills
    • Excellent attention to detail and ability to proof
    • Software Skills: Access, MS Office 2007 (Word, Excel, & Outlook), LexisNexis, Adobe Acrobat
    • Promote a positive and professional working environment
    • Knowledge of IRA administration and all types of qualified contributions to Traditional and Roth IRA Plans
    • General understanding of individual and qualified retirement plan distributions and related tax consequences
    • Knowledge of effective research methods including the Internet, eResource, and other IRA systems.
    • Knowledge of IRS regulations, penalties, withholding, and reporting requirements

    We are proud to be an Equal Opportunity Employer

    Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.


    Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws

     

  • 12 Days Ago

A
Trust specialist
  • Ascensus
  • Fargo, ND FULL_TIME
  • Job Functions Essential Duties and Responsibilities Timely and accurately process and audit client contributions and distributions including checks, wires, ACHs and returned checks Handle time sensiti...
  • 1 Month Ago

A
Trust Operations Associate
  • Ascensus
  • Fargo, ND FULL_TIME
  • Section 1: Position Summary The Trust Associate is part of the Processing team. This position is responsible for processing a variety of transactions in a timely manner into the correct accounts, with...
  • 13 Days Ago

A
Trust Specialist I
  • Ascensus LLC
  • Fargo, ND FULL_TIME
  • Section 1: Position Summary Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide t...
  • 1 Month Ago

F
Wealth Management Compliance Officer
  • First International Bank & Trust
  • Fargo, ND FULL_TIME
  • First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are currently seeking an experienced and deta...
  • 24 Days Ago

F
Assistant Operations Supervisor
  • First International Bank & Trust
  • Fargo, ND FULL_TIME
  • First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. You will handle most teller responsibilities suc...
  • Just Posted

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0 Trust Clerk jobs found in Fargo, ND area

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Administrative Assistant - Work From Home>
  • Rob Levine Law
  • Moorhead, MN
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive Pay - As an Administrative Assistant you'll: Act as t...
  • 3/27/2024 12:00:00 AM

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Administrative Assistant - Work From Home>
  • Rob Levine Law
  • Fargo, ND
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive Pay - As an Administrative Assistant you'll: Act as t...
  • 3/27/2024 12:00:00 AM

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Senior Administrative Assistant
  • Thrivent
  • Fargo, ND
  • The Senior Administrative Assistant will provide advanced administrative support to Group leaders within the regional Ad...
  • 3/26/2024 12:00:00 AM

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Floral Clerk
  • Cash Wise
  • Moorhead, MN
  • Company Introduction: If you're friendly and dependable and you like to work with terrific guests, we'd love to talk abo...
  • 3/26/2024 12:00:00 AM

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Deli Clerk
  • Cash Wise
  • Fargo, ND
  • Company Introduction: If you're friendly and dependable and you like to work with terrific guests, we'd love to talk abo...
  • 3/26/2024 12:00:00 AM

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FT Project Support Administrative Assistant - Work From Home>
  • FEFA
  • West Fargo, ND
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive salary / Medical benefits / PTO - As a Project Suppor...
  • 3/24/2024 12:00:00 AM

C
Membership Clerk
  • Costco
  • West Fargo, ND
  • Job Description Processes member sign ups, renewals and added cards. Instructs members and potential members about membe...
  • 3/24/2024 12:00:00 AM

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FT Project Support Administrative Assistant - Work From Home>
  • FEFA
  • Fargo, ND
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / Competitive salary / Medical benefits / PTO - As a Project Suppor...
  • 3/24/2024 12:00:00 AM

Fargo is a core city of the Fargo-Moorhead metropolitan area, which also includes Moorhead, West Fargo, and Dilworth as well as outlying communities. Fargo sits on the western bank of the Red River of the North in a flat geographic region known as the Red River Valley. The Red River Valley resulted from the withdrawal of glacial Lake Agassiz, which drained away about 9,300 years ago. The lake sediments deposited from Lake Agassiz made the land around Fargo some of the richest in the world for agricultural uses. Fargo's largest challenge is the seasonal floods due to the rising water of the Red...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$33,764 to $40,306
Fargo, North Dakota area prices
were up 0.8% from a year ago

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
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Is being a "TRUST-VAULT CLERK" your very best career choice.
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Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
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