Employee Trust Administrator jobs in Columbus, OH

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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Administrative Assistant - Financial Firm - Westerville, OH
  • Advisor Employee Services
  • Westerville, OH FULL_TIME
  • Administrative Assistant
    Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Peters Wealth Group in Westerville, OH is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
     
    The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.  A sharp phone presence and a love for building rapport with our prospects and clients is a must! 
     
    Minimum Requirements:
    • Administrative office experience in a faced-paced environment preferred
    • College Degree preferred
    • Financial industry experience preferred
    • Advanced skills with MS Office Suite
    • CRM experience
    • Pursuing FPQP Certification or similar
    This position requires that you possess the following skills:
    • Ability to prioritize projects and manage time
    • Savvy customer service, to include excellent communication, both verbal and written
    • Strong follow-through
    • Good natured, positive attitude
    • Ability to demonstrate persistence to achieve quality
    Responsibilities:
    Office Administration and Client Service Work:
    Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
    • Answer phones and greet clients in a friendly, positive, and warm manner
    • Be the first point of contact for prospects and clients
    • Maintain office supplies and out-going correspondence
    • Assist clients with issues and concerns
    • Build and improve upon client relationships
    • Database management
    • Set appointments with clients and assist Advisor with calendar management
    • Pre-appointment preparation including compiling account summaries
    • Maintain office filing system, both paper and electronic
    • Record notes from client conversations
    • Assist with various marketing objectives
    • Other industry-specific tasks as needed
    • Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
    Salary:
    • $40,000-$50,000
    Benefits
    • Health Benefits
    • Retirement Plan
    • Flexible Schedule
    • Hybrid
     
    If you meet or exceed the expectations described above, please apply today!
     
    Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at https://aesplacement.com/and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 2 Months Ago

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Administrator
  • Amoureux Homehealth
  • Delaware, OH FULL_TIME
  • About us Amoureux Homehealth is a small business in Delaware, OH. We are professional, agile, professional and our goal is to Amoureux Homehealth is a Homehealth agency in Delaware, OH. We are profess...
  • 25 Days Ago

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Director of Social Services - The Convalarium of Dublin
  • HG Ohio Employee Holding Corp
  • Dublin, OH FULL_TIME
  • Director of Social Services - The Convalarium of Dublin General Purpose: To assist in the identification of and to provide for each resident's social, emotional, and psychological needs, and the conti...
  • Just Posted

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LPN/RN 11pm - 7am Full Time
  • HG Ohio Employee Holding Corp
  • Columbus, OH FULL_TIME
  • LPN/RN - Columbus Alzheimer Care Center Our Ideal Candidate: Must hold and maintain a current license to practice as a Licensed Practical Nurse (LPN) or Registered Nurse (RN) in the state of Ohio. Mus...
  • Just Posted

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Now Hiring All Nursing Positions! LPN AND RN
  • HG Ohio Employee Holding Corp
  • Dublin, OH FULL_TIME
  • LPN/RN Our Ideal Candidate: Must hold and maintain a current license to practice as a Licensed Practical Nurse (LPN) or Registered Nurse (RN) in the state of Ohio. Must hold and maintain a current CPR...
  • Just Posted

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Activities Assistant
  • HG Ohio Employee Holding Corp
  • Columbus, OH FULL_TIME
  • Activities Assistant – Columbus Alzheimer’s Care Center . We are seeking a special, fun-loving individual who is passionate about promoting full, rich and long lives for our patients. The right candid...
  • 1 Month Ago

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0 Employee Trust Administrator jobs found in Columbus, OH area

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Route Sales Representative (4-day Workweek) Columbus, OH
  • Lumina Foods
  • Columbus, OH
  • **Route Sales Representative (4-day Workweek) Columbus, OH** ** **Location:** Columbus, Ohio US** Requisition Number 108...
  • 3/18/2024 12:00:00 AM

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Customer Service Representative
  • First Insurance Group
  • Columbus, OH
  • ** Customer Service Representative** **Job Category****:** Premier Bank **Requisition Number****:** CUSTO002910 Showing ...
  • 3/18/2024 12:00:00 AM

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Sr. Project Manager
  • Perfict Global, Inc.
  • Columbus, OH
  • About Us: Perfict Global is a leading IT consulting services provider focused on providing innovative and successful bus...
  • 3/18/2024 12:00:00 AM

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Recruiter
  • Careerbuilder-US
  • Columbus, OH
  • Join our team at GEE Group for an exhilarating journey into the heart of business and community empowerment across the M...
  • 3/16/2024 12:00:00 AM

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Sr. Human Resources Business Partner - Remote US
  • Seamless.AI
  • Columbus, OH
  • The Opportunity: The Sr HR Business Partner (HRBP) position is responsible for providing core HR support to our business...
  • 3/16/2024 12:00:00 AM

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Airfield Civil Engineer III (Columbus)
  • RS&H
  • Columbus, OH
  • The Opportunity: RS&H is currently seeking an Airfield Civil Engineering Associate II to join our Aviation Practice in C...
  • 3/16/2024 12:00:00 AM

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Business Development Director (REMOTE)
  • Vertiv Holdings, LLC
  • Westerville, OH
  • Job Summary Primary role would be to focus on specific key account targets with the goal of increasing Vertiv share of w...
  • 3/14/2024 12:00:00 AM

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Vice President of Partner Success
  • Matic
  • Columbus, OH
  • About the Role We are looking for a Vice President of Partner Success to maximize company growth through strategic partn...
  • 3/14/2024 12:00:00 AM

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$72,361 to $103,716
Columbus, Ohio area prices
were up 1.3% 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