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)
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:
OTHER RESPONSIBILITIES
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:
WORK ENVIRONMENT:
PHYSICAL DEMANDS:
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.
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