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)
Description
Responsible for the overall management of the trust department duties of the Trust Officer include, but are not limited to:
Requirements
A bachelor's or master's degree in accounting, finance or legal studies is required. Juris Doctor/Attorney licensure, Certified Public Accountant licensure, Certified Financial Planner or Certified Trust or Financial Advisor designation required. Five or more years of experience in trust management or active law practice required.
Additional qualifications include:
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