Employee Trust Administrator jobs in New York, NY

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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SNT Trust Administrator
  • Orange Bank & Trust Company
  • Vernon, NY FULL_TIME
  • Title:                           SNT Trust Administrator Level I

    Department:             Special Needs Trust Department

    FLSA Status:           Non-Exempt

    Reports to:               Manager – Special Needs Trust Department

    Date:                          February 2024

     

     

    General Summary:

    Provide administrative support the Trust Officers on assigned client relationships by assisting clients with inquiries and requests, including disbursements, discretionary actions, tax reporting information, account maintenance and other information.  Assist Trust Officers with new account set up and marshalling of assets and oversight of real estate assets, including insurance and appraisals.  Process client transactional requests for Trust Officers and retrieve and/or create operational reports as needed.


    Essential Duties and Job Responsibilities:

    1. Assist with the administration of assigned trust accounts as directed by Trust Officer.
    2. Collaborate with Trust Officer in annual account reviews of assigned accounts.
    3. Prepare trust account disbursements and ensure that proper supporting documentation for the disbursements are stored in the client’s electronic files..
    4. Assist Trust Officer with new account openings.
    5. Participate in client meetings and new business meetings as requested by Trust Officer 
    6. Follow bank policies and procedures in account administration to mitigate risk.
    7. Answer telephone and assist with client requests if Trust Officer is not available.
    8. Assist Trust Officer with closing accounts.
    9. Properly label and store all client related documents in the client’s electronic file.
    10. Create/retrieve operational reports as needed.
    11. Manage the assembly of real estate packages for purchases of homes for Court Petitions and other information needed for Court Petitions. If bi-lingual, provide translation for Spanish speaking clients as needed. 

    OTHER RESPONSIBILITIES

    1. Other responsibilities as assigned by Department Manager and Trust Services Director.
    2. Completion of the American Banker Association’s Trust Administrator Certificate within 90 days of starting the job.

    EDUCATION, CERTIFICATION, EXPERIENCE:

    Education:

    Required: High School Diploma/GED

    Preferred: Associates or BA/BS degree


    Experience: 

    Required:  Minimum of two to three (2 - 3) years of Trust Administration experience or eight plus (8 ) years of retail banking or financial services experience..

    Preferred:  Four (4) or more years of Trust Administration experience.


    KNOWLEDGE, SKILLS, ABILITIES:

    1. Highly organized and detail oriented
    2. Excellent written and oral communications skills
    3. Proficient in Microsoft Outlook and Word with a working knowledge of Microsoft Excel
    4. Bi-lingual Spanish speaking preferred


    WORK ENVIRONMENT:

    • Working Conditions: Professional office setting
    • Equipment Operations: 

    PHYSICAL DEMANDS:

    1. None

    Special Note:

    External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above.  Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.

     

    Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank.  Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.  

     

    This job description in no way states or implies that these are the only duties to be performed by an employee.  Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
  • 16 Days Ago

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Trust Officer
  • National Trust Company
  • New York, NY FULL_TIME
  • At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What...
  • 14 Days Ago

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Temporary Administrator for Employee and Labor Relations
  • The New School
  • New York, NY TEMPORARY
  • Reporting to the Employee and Labor Relations team, this position oversees the organizational activities and supports the Employee and Labor Relations team in day-to-day responsibilities. The New Scho...
  • 9 Days Ago

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Relationship Manager (Sumitomo Mitsui Trust Bank, Limited, NY)
  • SUMITOMO MITSUI TRUST BANK, LIMITED
  • New York, NY FULL_TIME
  • Develop and maintain business relationships with customers and identify business opportunities. Pursue and generate new customers and new transactions from current customers. Contact and negotiate wit...
  • 15 Days Ago

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Trust Officer
  • Midland States Bank
  • Tarrytown, NY FULL_TIME
  • Salary Range: $84,100 - $112,100 At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, ...
  • 19 Days Ago

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Trust coordinator
  • City of New York
  • New York, NY FULL_TIME
  • Company Description Job Description This unit will work in collaboration with Property Management by providing support through the conversion process of The Trust. This unit will also work closely wit...
  • 1 Month Ago

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0 Employee Trust Administrator jobs found in New York, NY area

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Law firm Trust Administrator / Accounting Assistant
  • Baseil Associates Inc.
  • Roseland, NJ
  • Job Description Job Description Law firm Trust Administrator / Accounting Assistant • Manage the on-going day to day and...
  • 3/28/2024 12:00:00 AM

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Enterprise Sales Executive
  • SQream
  • New York, NY
  • Description Accelerate Your Impact: Join the Data Analytics Revolution SQream, the leading data analytics acceleration p...
  • 3/28/2024 12:00:00 AM

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Solution Delivery Manager
  • Applause
  • New York, NY
  • Solution Delivery Manager * US-NY-New York * Professional Services * Full Time * 565930 **Solution Delivery Manager (Loo...
  • 3/27/2024 12:00:00 AM

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2. Engagement Director-Banking and Financial Services Go-to-Mark
  • Tephra
  • New York, NY
  • Description: Position Description - Banking and Financial Services Go-to-Market, C4/C5 Payments A professional in the CL...
  • 3/26/2024 12:00:00 AM

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Senior Vice President, Reputation and Crisis Management
  • Interdependence
  • New York, NY
  • Who we are Interdependence is the most effective, innovative and optimized public relations, communication and integrate...
  • 3/26/2024 12:00:00 AM

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Operations Specialist
  • Phyton Talent Advisors
  • Hamilton, NJ
  • Our client a top tier Investment Management firm is seeking an operations specialist to join their growing team. The Ope...
  • 3/25/2024 12:00:00 AM

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UHNW Private Wealth Investment Advisor
  • Global Wealth Talent
  • New York, NY
  • Global Wealth Talent is partnering with the UHNW division of one of the largest wirehouses in the U.S. within their Manh...
  • 3/24/2024 12:00:00 AM

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Lead Finance Officer (LFO) - Director - Commercial Banking Division
  • Citigroup, Inc.
  • New York, NY
  • Commercial Bank Lead Finance Officer The Commercial Banking Lead Finance Officer (LFO) role will support the Citi Commer...
  • 3/24/2024 12:00:00 AM

The City of New York, usually called either New York City (NYC) or simply New York (NY), is the most populous city in the United States. With an estimated 2017 population of 8,622,698 distributed over a land area of about 302.6 square miles (784 km2), New York is also the most densely populated major city in the United States. Located at the southern tip of the state of New York, the city is the center of the New York metropolitan area, the largest metropolitan area in the world by urban landmass and one of the world's most populous megacities, with an estimated 20,320,876 people in its 2017 M...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$86,594 to $124,116
New York, New York area prices
were up 1.6% 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