Employee Trust Administrator jobs in Monroe, LA
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)
Recently Added Employee Trust Administrator jobs
Client Service Administrator - Financial Firm - West Monroe, LA
- Advisor Employee Services
-
West Monroe, LA
FULL_TIME
-
Client Service AdministratorThe verdict is in: our 43-year experiment offering “Life & Beyond” Financial Plans to individuals and families has been beyond successful! We are now ready to expand and scale, offering our Financial Planning Services to the next generation of financial advisors and clients seeking wise advice.If you are a strong, proactive office leader that enjoys developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!Fletcher Financial Group in West Monroe, LA is seeking to add a Client Service Administrator to our team! The ideal candidate will be able to drive prospect and client engagement and rapport, have superb follow-up skills and possess a sharp and engaging, but super-friendly phone style, able to engage via in-depth dialogue, alongside great listening skills. This role will also help create, oversee, and implement a unique, individualized client experience – making them feel part of a family - not an account number.Job Description:The purpose of this position is to be the face and personality that our clients and soon-to-be clients will hear and see first. In addition, you will oversee marketing campaigns and coordinating client and educational events in the office and in our community.Key Skills:
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:- Associates Degree preferred
- Financial Industry experience preferred
- 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
- Experience with MS Office Suite and the ability to learn new software quickly
- CRM experience
Responsibilities:
This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:- Receive incoming client service calls in a friendly manner
- Complete each service request and resolve client issues
- Complete and process all applications for business submitted by Advisor
- Prepare client review summary for upcoming appointments
- Maintain professional communication with clients and staff
- Assist with client updates, reports, and mailings
- Assist in setting client appointments
- Attend and coordinate seminars, client events and networking venues
- Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives
- Coordinate with and respond to third-party marketing vendors
- Maintain inventory of marketing materials, ensuring all resources are accurate and available
- Oversee and respond to incoming messages on social media and online appointment software
Salary:- $17 -19/hr.
Hours:- 32 hours weekly with the potential to go to 40 hours in the future
Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator 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 and the services provided https://aesplacement.com/. 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!
- 16 Days Ago
Rayville Employee
- PROGRESSIVE TRACTOR & IMPLEMENT CO
-
Rayville, LA
OTHER
- Job Details Job Location: LA Rayville - Rayville, LA Salary Range: Undisclosed DescriptionProgressive Tractor & Implement Co., LLC is an established, quality conscious Case IH Agriculture and Construc...
- 22 Days Ago
Rayville, LA Employee
- PROGRESSIVE TRACTOR & IMPLEMENT CO
-
Rayville, LA
OTHER
- Job Details Job Location: LA Rayville - Rayville, LA Salary Range: Undisclosed DescriptionProgressive Tractor & Implement Co., LLC is an established, quality conscious Case IH Agriculture and Construc...
- 1 Month Ago
Newellton, LA Employee
- PROGRESSIVE TRACTOR & IMPLEMENT CO
-
Newellton, LA
OTHER
- Job Details Job Location: LA Newellton - Newellton, LA Salary Range: Undisclosed DescriptionProgressive Tractor & Implement Co., LLC is an established, quality conscious Case IH Agriculture and Constr...
- 1 Month Ago
Employee Benefits Advocate
- SPECIALTY MANAGEMENT SERVICES OF OUACHITA LLC
-
Monroe, LA
FULL_TIME
- Job Summary: As an Employee Benefits Advocate at Cor Medical, you will be responsible for assisting Lumen employees with issues related to accessing and receiving their Lumen benefits if they have not...
- 1 Month Ago
Systems Administrator
- Gateway Staffing & Consulting
-
El Dorado, AR
FULL_TIME
- Essential Job FunctionsTo perform this job successfully, an individual must be able to perform each of the following Essential Duties satisfactorily. Reasonable Accommodations may be made to enable qu...
- 14 Days Ago
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0 Employee Trust Administrator jobs found in Monroe, LA area
Asset Manager
- Argent Financial Group
-
Ruston, LA
- Gain a general understanding of oil and gas management; and perform the administrative duties associated with management...
- 4/24/2024 12:00:00 AM
HUMAN RESOURCES COORDINATOR
- Berry Global Inc
-
Monroe, LA
- Overview:Berry Global Berry Global, headquartered in Evansville, Indiana, is committed to its mission of Always Advancin...
- 4/24/2024 12:00:00 AM
Part-time Retail Sales Associate
- Office Depot
-
Monroe, LA
- Job Description At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer servic...
- 4/22/2024 12:00:00 AM
Part Time Sales Associate
- General Nutrition Centers
-
Monroe, LA
- Company Description As the global leader in health and wellness innovation since 1935, GNC motivates people to reach the...
- 4/22/2024 12:00:00 AM
Supervisory Transportation Security Officer
- Department Of Homeland Security
-
Monroe, LA
- Summary Securing Travel, Protecting People - At the Transportation Security Administration, you will serve in a high-sta...
- 4/22/2024 12:00:00 AM
Hospice Aide/CNA
- LHC Group
-
Monroe, LA
- Job Description We are hiring for a Hospice Aide / CNA. Pay: $ to $ per hour At Louisiana Hospice and Palliative Care, a...
- 4/22/2024 12:00:00 AM
Part-time Retail Sales Associate
- Office Depot
-
Ruston, LA
- Job Description At Office Depot Inc., the Retail Sales Advisor is a part-time role providing exceptional customer servic...
- 4/21/2024 12:00:00 AM
Territory Sales Representative (TSR)
- Ole Mexican Foods, INC
-
Monroe, LA
- At Ole, our mission is to produce the finest Authentic Mexican inspired products with an unwavering commitment to qualit...
- 4/21/2024 12:00:00 AM
About Monroe, Louisiana
Monroe (historically French: Poste-du-Ouachita) is the eighth-largest city in the U.S. state of Louisiana. It is the parish seat of Ouachita Parish. In the official 2010 census, Monroe had a population of 48,815. The municipal population declined by 8.1 percent over the past decade; it was 53,107 in the 2000 census. After a recheck in 2012, the Census Bureau changed the 2010 population from 48,815 to 49,147. Mayor Jamie Mayo, however, maintains that the Monroe population is more than 50,000 and indicated that he will pursue a continued challenge to the count.
Monroe is the principal city of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$66,532 to $95,364
Monroe, Louisiana area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does an Employee Trust Administrator do?
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