Employee Trust Administrator jobs in High Point, NC

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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Trust and Wealth Advisor
  • Pinnacle Bank
  • High Point, NC FULL_TIME
  • At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people.

    • We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline.
    • We hire experienced professionals who understand the industry and provide effective advice.
    • We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly - it's about creating a client experience that is unmatched.

    But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm. Our Position Descriptions are not designed to list every aspect of a position but to serve as a general overview.

    SUMMARY OF POSITION:

    A Trust and Wealth Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Trust clients and development of new business through aggressive solicitation of identified qualified prospects. Through this process, become the primary advisor for a portfolio of clients.

    PRIMARY RESPONSIBILITIES:

    • Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
    • Effectively manage client portfolios. Administer and manage client trust portfolios consistent with the Firm's policies while meeting the financial needs of clients.
    • Review transaction report to verify accuracy of transaction description, posting to appropriate account and identification of any unusual transactions for suspicious activity.
    • Respond to client inquiries/requests and respond to internal referrals.
    • Participate in or conduct various meetings with fiduciary/investment management clients and prospects for fiduciary/investment management services.
    • Attend TAC meetings, DTC meetings and/or TIC meetings as well.
    • Prepare New Account Acceptance documents, present for approval and facilitate account being opened on the System and file structure with operations staff.
    • Review and approve submitted new accounts.
    • Prepare encroachment requests.
    • Conduct reviews of trial balance report for overdrafts and cash positions.
    • Update completed ticklers.
    • Complete annual account reviews.
    • Meet all the client's financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
    • Assist other team members as needed to ensure delivery of distinctive service.
    • Perform other related duties and responsibilities as assigned.

    DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING:

    • College degree is preferred - finance or business-related field.
    • Minimum of 10 years' experience in financial services; with experience preferably in trust investment or wealth management.
    • Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software.
    • Knowledge of federal banking regulations and compliance.
    • Knowledge of Trust products, service, policies, and procedures.

    DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES:

    • Excellent interpersonal skills, including verbal and written communication skills.
    • Ability to work independently and prioritize daily tasks.
    • Effective analytical and mathematical reasoning skills with a strong attention to detail.
    • Ability to work in a fast-paced environment and work well under pressure with a high degree of accuracy.
    • Excellent client service skills. Tact and diplomacy in dealing with both clients and associates.
    • The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

    POSITION STATUS: EXEMPT

    DATE: 09.01.2016

    Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.


    Pinnacle provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran’s status, genetic information, or any other status protected by federal, state or local law or ordinance.

     

  • 1 Day Ago

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Patient specialist
  • Cone Health Employee Health & Wellness
  • High Point, NC FULL_TIME
  • Overview Talent Pool - Administrative & Clerical The purpose of this position is to register all patients needing services. The role is responsible for obtaining accurate and complete demographic, fin...
  • 23 Days Ago

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Patient advocate
  • Cone Health Employee Health & Wellness
  • High Point, NC FULL_TIME
  • Overview The role of the Patient Access Advocate II is vital to our front office operations. This role allows you to expand on your proven customer service and medical technology skill sets and positi...
  • 2 Days Ago

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Customer Service Representative - Remote
  • Charitable Trust Administrators, Inc.
  • High Point, NC FULL_TIME
  • Job Summary The Customer Service Representative with extensive experience providing assistance in a busy call center setting. Strong dedication to helping customers resolve issues and cultivating a po...
  • 24 Days Ago

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Seasonal Employee_Corps Prog-301
  • The Salvation Army USA Southern Territory
  • HIGH POINT, NC FULL_TIME
  • OFFICIAL JOB DESCRIPTION THE SALVATION ARMY NORTH AND SOUTH CAROLINA DIVISION JOB DESCRIPTION JOB CODE: _______________ DATE: May 5, 2020 JOB TITLE: PROGRAM STAFF INCUMBENT: REPORTS TO: Boys & Girls C...
  • 5 Days Ago

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Employee Health Nurse
  • Randolph Health
  • Asheboro, NC FULL_TIME
  • Perform pre-employment health screenings, evaluate immunization status and administer vaccinations as appropriate, administer and read TB skin tests, follow-up on occupational exposures as directed, a...
  • 1 Month Ago

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0 Employee Trust Administrator jobs found in High Point, NC area

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Director of Talent Acquisition - Sales & Executive Recruitment (Remote)
  • GXO Logistics, Inc.
  • High Point, NC
  • Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the...
  • 3/29/2024 12:00:00 AM

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Retail Sales Associate Golf - HIRING EVENT
  • Dick's Sporting Goods, Inc.
  • Winston Salem, NC
  • If golf is your passion, youll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every golf...
  • 3/28/2024 12:00:00 AM

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Retail Sales Associate Golf - HIRING EVENT
  • Dick's
  • Winston Salem, NC
  • If golf is your passion, youll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every golf...
  • 3/28/2024 12:00:00 AM

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Collections Specialist
  • Guardian Pharmacy, LLC
  • Kernersville, NC
  • Kernersville, North Carolina, United States of America Southern Pharmacy Services is part of the Guardian Pharmacy Servi...
  • 3/28/2024 12:00:00 AM

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Mass Torts Staff Attorney
  • Womble Bond Dickinson (US) LLP
  • Winston Salem, NC
  • Description & Requirements Womble Bond Dickinson (US) LLP seeks a highly qualified attorney to join its Mass Torts Pract...
  • 3/27/2024 12:00:00 AM

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Business Sales Executive
  • DataStaff, Inc.
  • Greensboro, NC
  • DataStaff, Inc. is seeking a Business Sales Executive for a direct-hire opportunity with one of our direct clients in Gr...
  • 3/26/2024 12:00:00 AM

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Account Executive
  • Greensboro Division (PNY-GN)
  • Greensboro, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/26/2024 12:00:00 AM

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Chief Technology Officer
  • apexanalytix
  • Greensboro, NC
  • JOB DESCRIPTION:- Position Title: CTO (Chief Technology Officer) Reports to: COO Shift Timings – 8 AM Eastern to 5 PM Ea...
  • 3/25/2024 12:00:00 AM

High Point is a city located in the Piedmont Triad region of the state of North Carolina. Most of the city is located in Guilford County, with portions spilling into neighboring Randolph, Davidson, and Forsyth counties. High Point is North Carolina's only city that extends into four counties. As of the 2010 census the city had a total population of 104,371, with an estimated population of 108,629 in 2014. High Point is currently the ninth-largest municipality in North Carolina, and the 259th largest city in America. High Point is known for its furniture, textiles, and bus manufacturing. The ci...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$70,852 to $101,553
High Point, North Carolina area prices
were up 1.5% 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