Employee Trust Administrator jobs in Saginaw, 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)

A
Administrative Assistant - Financial Firm - Freeland, MI
  • Advisor Employee Services
  • Freeland, MI FULL_TIME
  • Administrative Assistant
    Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our financial firm, McIntosh & Associates in Freeland, MI, is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today!
     
    The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.  A sharp phone presence and a love for building rapport with our prospects and clients is a must! 
     
    Minimum Requirements:
    • 2 years of administrative office experience in a fast-paced environment
    • Bachelor’s Degree preferred
    • Financial industry experience preferred
    • Advanced skills with MS Office Suite
    • CRM experience
     
    This position requires that you possess the following skills:
    • Ability to prioritize projects and manage time
    • Savvy customer service, to include excellent communication, both verbal and written
    • Strong follow-through
    • Good-natured, positive attitude
    • Ability to demonstrate persistence to achieve quality
     
    Responsibilities:
    Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include but are not limited to:
    • Answer phones and greet clients in a friendly, positive, and warm manner
    • Be the first point of contact for prospects and clients
    • Maintain office supplies and outgoing correspondence
    • Assist clients with issues and concerns
    • Build and improve upon client relationships
    • Database management
    • Set appointments with clients and assist the Advisor with calendar management
    • Pre-appointment preparation including compiling account summaries
    • Maintain office filing system, both paper and electronic
    • Record notes from client conversations
    • Assist with various marketing objectives
    • Other industry-specific tasks as needed
    • Assists Back - Office support initiatives and/or core projects that support Advisory teams - including client review reviews and prospects plan prep
    • Provide marketing support as needed including newsletters, blogs, social, website, communications, events, etc.
    Salary:
    • 40,000-45,000
     
    Benefits
    • 401k with matching
    • Health Insurance
    • PTO
    • Referral Program
     
    Hours:
    • Monday – Friday: 8:00 am – 5:00 pm
    • Once a month seminar: 5:00 pm – 7:00 pm
     
     
    Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant 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 at https://aesplacement.com/and the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that 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!

  • 1 Day Ago

E
Administrator
  • Everstory Partners
  • Saginaw, MI FULL_TIME
  • DescriptionWhy EverstoryAt 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 mi...
  • 1 Month Ago

T
Mailroom Employee
  • The Alpena News
  • Alpena, MI PART_TIME
  • Earn extra cash with a part-time, nighttime job working in the Alpena News mailroom. Mailroom employees carry the paper off the press and get it ready for delivery by putting inserts in the paper, put...
  • 17 Days Ago

7
Store Employee
  • 7-Eleven, Inc.
  • Gaylord, MI OTHER
  • Overview Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly environment, stock and merchandise products, and operate the register. Franc...
  • 19 Days Ago

7
Store Employee
  • 7-Eleven, Inc.
  • Grayling, MI OTHER
  • Overview Franchisees typically rely on Sales Associates to provide outstanding service, maintain a clean, customer friendly environment, stock and merchandise products, and operate the register. Franc...
  • 19 Days Ago

7
Store Employee
  • 7-Eleven, Inc.
  • Saint Louis, MI OTHER
  • Overview During this unprecedented national emergency, 7-Eleven is committed to serving our customers and communities when they need us the most. Due to increased demand, many store locations are seek...
  • 19 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Employee Trust Administrator jobs found in Saginaw, MI area

S
Asociado de tienda, bilinge (espaol)
  • Sherwin-Williams
  • Saginaw, MI
  • The individual selected for this role will be expected to work at Store #1191, located at: 8504 Gratiot Rd Saginaw MI, 4...
  • 4/25/2024 12:00:00 AM

S
Retail Bilingual Store Associate (Spanish and English)
  • Sherwin-Williams
  • Saginaw, MI
  • The individual selected for this role will be expected to work at Store #1191, located at: 8504 Gratiot Rd Saginaw MI, 4...
  • 4/25/2024 12:00:00 AM

T
Field Application Specialist - HammerHead
  • The Toro Company
  • Saginaw, MI
  • Typical Starting Pay: $80,000-$105,000, plus bonuses. What Can We Give You? Medical, Dental, Vision, 401K Matching up to...
  • 4/24/2024 12:00:00 AM

B
Senior Scientist
  • Bausch + Lomb
  • Saginaw, MI
  • Bausch + Lomb (NYSE/TSX: BLCO) is a leading global eye health company dedicated to protecting and enhancing the gift of ...
  • 4/24/2024 12:00:00 AM

H
Block Advisors Tax Advisor
  • H&r Block
  • Saginaw, MI
  • **498958BR****Title:**Block Advisors Tax Advisor**Our Company****:**At H&R Block, we believe in the power of people help...
  • 4/24/2024 12:00:00 AM

T
Field Application Specialist - HammerHead
  • The Toro Company
  • Flint, MI
  • 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

O
Retail Key Holder Part-Time
  • Office Depot
  • Flint, MI
  • Job Description At Office Depot Inc., the Service Advisor - Key Carrier (KC) is a part-time role providing "total soluti...
  • 4/22/2024 12:00:00 AM

D
Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Flint, MI
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 4/22/2024 12:00:00 AM

Saginaw (/ˈsæɡɪnɔː/) is a city in the U.S. state of Michigan and the seat of Saginaw County. The city of Saginaw and Saginaw County are both located in the area known as Mid-Michigan or Central Michigan. The city of Saginaw is located adjacent to Saginaw Charter Township and is considered part of the Tri-City area, along with neighboring Bay City and Midland. The Saginaw County MSA had a population of 196,542 in 2013. The city is also the largest municipality within the Saginaw, Midland, and Bay City Metropolitan Area. The city of Saginaw was a thriving lumber town in the 19th century and an i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$69,191 to $99,175
Saginaw, 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