Employee Trust Administrator jobs in Norfolk, VA

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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Administrator
  • Everstory Partners
  • Chesapeake, VA FULL_TIME
  • Description

    Why Everstory

    At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. 

    We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.


    The Impact You Will Make

    The Administrator role at Everstory is a vital part of the location team and is multi-faceted with the ability to learn multiple parts of the business while supporting our customers and team members. In this position, no two days will be the same. You will be responsible for creating a customer focused environment with every interaction you have through answering phones, scheduling appointments, helping on-board team members and assisting your locations leadership team. You will also be responsible for:

    • Contract processing and quality control, including verification that all contracts are valid before entry. 
    • Banking duties: cash receipt entry, deposit slips, credit card transactions and bank deposits. May include trips to the bank for actual cash deposits.
    • Cemetery daily processing of IOA’s (Interment Order and Authorization), following the company standards and policies.
    • File maintenance and record keeping: update customer files including all new sales and burials. Scan all documentations as required. Maintain Records of all memos, e-mails, corporate policies, and programs implemented.
    • Human Resources: coordinate onboarding responsibilities as needed.
    • Accounts Payable: Insure all bills are paid promptly. Process all purchases and invoices through the current system.
    • Accounts Receivable: Collection of past and present balance amounts due for any delinquent location customer contracts.
    • Deeds and Certificates: Provide deeds and certificates to Sales Management each week. Log and process according to your location and or state guidelines. Trust Certificates: Check for accuracy, compare to contracts, sign and place in custom file return (email) to the Home Office Trust Department.
    • Work and Memorial Orders – Order Memorials when PIF (Paid in Full). Manage work orders for Park Services. 
    • White Board Meetings– Take part in daily meetings between Administration, Maintenance, and Sales Department.
    • Reporting: may include Trust, state required, and month end processing.

    Requirements

    • Basics: Multi-Line phone skills required. Filing skills (Alphabetically). Ability to type 40 words per minute with minimal errors and data entry skills. Basic math and computer skills including word processing (Word) and spreadsheet (Excel) applications or Google equivalents.
    • Customer Focus: Ability to abide by all company policies and keep all employee and customer information confidential. Excellent customer service skills and optimal interpersonal skills.
    • Team Focus: Proficient organizational skills. Ability to multitask efficiently and work well independently or as part of a team. Ability to effectively and quickly complete tasks and assignments and meet deadlines.
    • Must possess a valid state driver’s license and have access to a personal vehicle for some locations. 
    • High School equivalency required.
    • Minimum of one-year experience in administration or customer service.

    Our Investment in You

    Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!

    Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

  • 24 Days Ago

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Teller I - On Call
  • Southern Bank and Trust
  • Ahoskie, NC FULL_TIME
  • Position: Teller I Reports to: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 16 Days Ago

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Teller I - Part Time - 25 hrs per week
  • Southern Bank and Trust
  • Belhaven, NC PART_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 19 Days Ago

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Teller I - On Call
  • Southern Bank and Trust
  • Elizabeth, NC FULL_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 7 Days Ago

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Financial Advisor
  • southern bank and trust
  • In Southern Bank's Footprint, VA FULL_TIME
  • Position: Financial Advisor Reports To: Director of Investment Services FLSA Status: Exempt Role Summary: This position is responsible for providing existing and prospective clients with information r...
  • 8 Days Ago

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Teller I
  • Southern Bank and Trust
  • Elizabeth, NC FULL_TIME
  • Position: Teller I Reports To: Teller Supervisor/Branch Operations Manager/Branch Manager/City Executive Indirectly Reports To: Area Operations Manager/City Executive Reports To This Position: None FL...
  • 11 Days Ago

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0 Employee Trust Administrator jobs found in Norfolk, VA area

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Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • Virginia Beach, VA
  • Relationship Manager Remote Virginia Beach, VA Amazing remote Financial Advisor, Insurance Agent, and Relationship Manag...
  • 4/24/2024 12:00:00 AM

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Tax Manager
  • Carmines Robbins & Co
  • Newport News, VA
  • Job Description Job Description Job Description Carmines, Robbins & Company, PLC is seeking a proficient and detail-focu...
  • 4/23/2024 12:00:00 AM

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Senior Tax Accountant
  • Carmines Robbins & Co
  • Newport News, VA
  • Job Description Job Description Job Description Carmines, Robbins & Company, PLC, renowned for delivering exceptional ta...
  • 4/23/2024 12:00:00 AM

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Field Application Specialist - HammerHead
  • The Toro Company
  • Norfolk, VA
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 4/23/2024 12:00:00 AM

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Field Application Specialist - HammerHead
  • The Toro Company
  • Virginia Beach, VA
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 4/23/2024 12:00:00 AM

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Human Resources Business Partner II
  • State of Nebraska
  • Norfolk, VA
  • The work we do matters! Hiring Agency: Health & Human Services - Agency 25 Location: Norfolk Regional Center (NRC) 24/7 ...
  • 4/23/2024 12:00:00 AM

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Territory Sales Representative
  • ADP
  • Norfolk, VA
  • ADP is hiring a Sales Representative, Mid-Sized Accounts. Are you ready to control your financial future with unlimited ...
  • 4/22/2024 12:00:00 AM

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Financial Advisor, Insurance Agents, Relationship Manager
  • Pop-Up Talent
  • Virginia Beach, VA
  • Job Description Job Description Relationship Manager Remote Amazing remote Financial Advisor, Insurance Agent, and Relat...
  • 4/20/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 96 square miles (250 km2), of which 54 square miles (140 km2) is land and 42 square miles (110 km2) (43.9%) is water. Norfolk is located at 36°55′N 76°12′W / 36.917°N 76.200°W / 36.917; -76.200 (36.8857° N, 76.2599° W) The city is located at the southeastern corner of Virginia at the junction of the Elizabeth River and the Chesapeake Bay. The Hampton Roads Metropolitan Statistical Area (officially known as the Virginia Beach-Norfolk-Newport News, VA-NC MSA) is the 37th largest in the United States, with an estimated...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$69,560 to $99,704
Norfolk, Virginia area prices
were up 1.2% 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