Employee Trust Administrator jobs in Muskegon, MI

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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Business Development Officer - Traverse City
  • Greenleaf Trust
  • Traverse, MI FULL_TIME
  • What's This Job All About?

    The Business Development officer will be responsible for originating new business within an assigned geographic area to facilitate the continued growth of the company. This individual will promote Greenleaf Trust's visibility through participation in community events and organizations.


    What You'll Be Doing

    NEW BUSINESS DEVELOPMENT

    • Source new business by building relationships with and calling on prospects, referral sources and centers of influence to facilitate new business in the areas of personal wealth management, endowment and foundation services, family office clients and retirement plans.
    • Represent Greenleaf Trust at community and charitable functions, financial planning or estate planning functions and social events.
    • Develop and maintain a network of attorneys, accountants, and other advisors to facilitate referrals.
    • Provide continuous support to new clients throughout the account transfer process.
    • Transfer relationship to Client Centric Team in a manner as to assure smooth transition for the client, maintaining availability to answer questions or provide information during the process and for a sufficient period afterwards to ensure a positive relationship.
    • Actively participate in sales team meetings.
    • Actively participate in event-driven marketing activities including planning, execution, and post event follow-up.
    • Represent Greenleaf Trust in the community and through local Board of Director representation.

    SUPPORT GREENLEAF TEAM MEMBERS

    • Work effectively and supportively with Operations Division team members to ensure the smooth opening of new account relationships.
    • Work closely with Client Centric Team (CCT) members to support client needs.
    • Assist with seminar content development in areas of expertise.
    • Ensure thorough tracking of prospect, COI and client communications in CRM system.

    CONTINUING EDUCATION

    • Participate in continuing education opportunities in wealth management, estate planning, tax, and retirement areas to remain current with new developments in the industry.

    COMMITTEES

    • Actively participate in assigned workgroup(s) for various projects.

    All other duties as assigned

    Security Responsibilities

    • Employees are required to comply with all information and physical security policies and procedures
    • Recurring training on information and physical security policies will be provided throughout your period of employment. Participation in these trainings is required.

    What You Need for this Position:

    • Bachelor's degree and a minimum 5 years' experience selling financial services or related intangible products or equivalent education and experience required
    • JD, CFP and/or CTFA beneficial, but not necessary
  • 20 Days Ago

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Trust and Estate Tax Manager
  • BRICKLEY DELONG P.C
  • Muskegon, MI FULL_TIME
  • Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. This position can be located out o...
  • 1 Day Ago

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Trust and Estate Tax Manager
  • BRICKLEY DELONG P.C
  • Grand Haven, MI FULL_TIME
  • Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. This position can be located out o...
  • 3 Days Ago

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Administrator
  • SKLD Muskegon
  • Muskegon, MI FULL_TIME
  • DescriptionPosition Summary:In keeping with our organization’s goal of improving the lives of the Residents we serve, the Administrator provides overall direction for all activities related to adminis...
  • Just Posted

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Employee Benefits Account Manager
  • Hub International
  • Traverse, MI OTHER
  • Hub International
  • 20 Days Ago

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Employee Experience Manager
  • Harbor Terrace Senior Living
  • Muskegon, MI FULL_TIME
  • JOIN TEAM TRILOGY Weekly pay, health and dental after your first month, student loan repayment, a competitive 401(k) match, and more! Make a living while you make a difference at Trilogy Health Servic...
  • 2 Months Ago

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0 Employee Trust Administrator jobs found in Muskegon, MI area

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Commercial RM III
  • Fifth Third Bank
  • Grand Rapids, MI
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? ...
  • 3/27/2024 12:00:00 AM

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Wealth Management Advisor II
  • Fifth Third Bank
  • Grand Rapids, MI
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? ...
  • 3/27/2024 12:00:00 AM

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Sales Consultant, In-Hospital Sales
  • Vicinity
  • Grand Rapids, MI
  • Sales Consultant, In-Hospital Sales page is loaded **Sales Consultant, In-Hospital Sales** **Sales Consultant, In-Hospit...
  • 3/27/2024 12:00:00 AM

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Automotive Sales Consultant - Enthusiast & Exotic Cars
  • The Speed Collection
  • Holland, MI
  • Job Description Job Description At The Speed Collection, we source, prepare, and present the finest modern exotic and en...
  • 3/26/2024 12:00:00 AM

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Sr. Distinguished Engineer (Sr. Director IC) - Business Cards & Payments
  • Capital One
  • Grand Rapids, MI
  • Center 2 (19050), United States of America, McLean, Virginia Sr. Distinguished Engineer (Sr. Director IC) - Business Car...
  • 3/26/2024 12:00:00 AM

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Distinguished Engineer - Cloud Operations & Productivity Engineering
  • Capital One
  • Grand Rapids, MI
  • Center 3 (19075), United States of America, McLean, Virginia Distinguished Engineer - Cloud Operations & Productivity En...
  • 3/26/2024 12:00:00 AM

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Distinguished Engineer, Card Tech Data
  • Capital One
  • Grand Rapids, MI
  • West Creek 2 (12072), United States of America, Richmond, Virginia Distinguished Engineer, Card Tech Data Distinguished ...
  • 3/25/2024 12:00:00 AM

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Distinguished Engineer, Card Tech Real Time Decisioning
  • Capital One
  • Grand Rapids, MI
  • Center 1 (19052), United States of America, McLean, Virginia Distinguished Engineer, Card Tech Real Time Decisioning Dis...
  • 3/25/2024 12:00:00 AM

Muskegon (/mʌˈskiːɡən/) is a city in the U.S. state of Michigan, and is the largest populated city on the eastern shores of Lake Michigan. At the 2010 census the city population was 38,401. The city is the county seat of Muskegon County. It is at the southwest corner of Muskegon Township, but is administratively autonomous. The Muskegon Metro area had a population of 172,188 in 2010. It is also part of the larger Grand Rapids-Wyoming-Muskegon-Combined Statistical Area with a population of 1,321,557....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$68,929 to $98,796
Muskegon, Michigan 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