Employee Trust Administrator jobs in Springfield, MO

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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Part Time Marketing & Appointment Coordinator/Office Administrator - Financial Firm - Springfield, MO
  • Advisor Employee Services
  • Springfield, MO PART_TIME
  • Part-Time – Marketing & Appointment Coordinator/Office Administrator
     
    Advance your career and truly make a difference! An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills, seeking to join a well-established Independent Advisory and Financial Services Company in Springfield, MO.
    • Are you a motivated individual with a passion for marketing and a genuine interest in communicating with prospects daily?
    • Do you enjoy utilizing organizational, customer focused skills, while handling the everyday
    • occurrences in a successfully operating office?
    We are seeking a strong team player for the role of Marketing and Appointment Coordinator whose job is to help with marketing strategies and set appointments for our financial professionals. A sharp phone presence with excellent listening skills, and the ability to manage multiple tasks at one time is required to be successful in this role. We are looking for a go-getter who is willing to learn and grow with our firm!
     
    This team player would also play a key role as an Office Administrator responsible for running and coordinating day-to-day operations in a fast-paced office.
     
    Our formula for success has been to put our customers first and treat them with honesty and integrity. If you are a strong, proactive office leader that is looking to utilize and share their skills and ideas, please apply today!
     
    Minimum Requirements:
    • HS Diploma
    • 2 years of experience managing a busy office
    • Financial Industry knowledge/experience strong preferred
    • Previous experience in a relatable appointment setting or sales role
    • Experience with MS Office and the ability to learn new software quickly
    • Experience with a CRM
    • Exceptional time management skills
    • Proven record of getting prospects/clients engaged over the phone
    This position requires that you possess the following skills:
    • Excellent communication and organizational skills (verbal and written)
    • Provide Outstanding customer service
    • Ability to engage prospects and clients
    • Ability to prioritize projects and manage time
    • Consistent follow-through
    • Assist team with administrative tasks, as needed
    • Perform other duties and projects as assigned
    • Ability to adhere to complex regulatory and compliance requirements
     
    Key Traits:
    • Good-nature, positive attitude, Self-directed initiative
    • Strong work ethic
    • Attention to detail and accuracy
    • An entrepreneurial perspective to build client base
    • Great customer service skills
    • Present self with a professional and polite manner
     
    Responsibilities: Marketing and Appointment Coordinator
    • Ensure marketing strategies are reaching the target audience for each campaign
    • Attend seminars and workshops
    • Calling and scheduling prospective client visits
    • Consistent follow-up with prospective client visits
    • Accurate entry of data into CRM system from prospecting and marketing efforts
    • Perform other duties and projects as assigned
    • Organize, track, and keep accurate records of marketing efforts via CRM
    Responsibilities: Office Administration
    • Answer phones and greet clients in a friendly, warm manner
    • Calling and scheduling with client review visits
    • Consistent follow-up with current clients visits
    • Complete and process new client applications; accuracy being pertinent
    • Process transactions
    • Handle beneficiary changes/withdrawals
    • Record client notes into CRM
    • Input prospects and keep database/CRM program up to date
     
    Salary: $18 - $19/hour
     
    Hours:
    Monday - Friday 10:00am - 3:00pm (with some flexibility) 
     
    Presented by Advisor Employee Services Thank you for your interest in the Part Time Marketing & Appointment Coordinator/Office Administrator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (https://aesplacement.com/) and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which 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!
     
     
     
     
     

  • 22 Days Ago

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Administrator
  • Anew Healthcare Operations - Cole Camp Llc
  • Cole Camp, MO FULL_TIME
  • Are you a looking for a new opportunity to make a difference in the lives of seniors? Look no further! Our organization is seeking a passionate and dedicated residential care administrator to join our...
  • 11 Days Ago

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Administrator
  • NorthRidge Place Assisted Living
  • Lebanon, MO FULL_TIME
  • As an Administrator you will be responsible for the administration and management of theAssisted Living Community, adhering to established company policies, as well as state andfederal regulations. Yo...
  • 22 Days Ago

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Construction Disbursement Specialist
  • Legacy Bank and Trust
  • Springfield, MO FULL_TIME
  • Availability: Monday – Friday 8:00am – 5:00pm - Springfield Essential Job Functions Initial set-up of construction loan files including review of approval documents, contracts, commitment letters, con...
  • 15 Days Ago

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Copy Of Service Specialist
  • Legacy Bank and Trust
  • Springfield, MO FULL_TIME
  • Essential Job Functions -Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross-sell opportunities within retail...
  • 7 Days Ago

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Service Specialist
  • Legacy Bank and Trust
  • Springfield, MO FULL_TIME
  • Essential Job Functions -Demonstrate Legacy Bank and Trust corporate values in every situation and interaction. -Possess knowledge of all banking products, including other lines of business within the...
  • 1 Month Ago

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0 Employee Trust Administrator jobs found in Springfield, MO area

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Travel Nurse RN - Rehabilitation - $1,918 per week
  • Supplemental Health Care
  • Springfield, MO
  • Supplemental Health Care is seeking a travel nurse RN Rehabilitation for a travel nursing job in Springfield, Missouri. ...
  • 4/19/2024 12:00:00 AM

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Travel Physical Therapist - $2,521 per week
  • Hiring Now!
  • Springfield, MO
  • Solomon Page is seeking a travel Physical Therapist for a travel job in Springfield, Missouri. Job Description & Require...
  • 4/19/2024 12:00:00 AM

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Travel Nurse RN - OR - Operating Room - $2,009 per week
  • Hiring Now!
  • Springfield, MO
  • Trustaff is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Springfield, Missouri. Job Descrip...
  • 4/19/2024 12:00:00 AM

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Travel Ultrasound Technologist - $2,680 per week
  • Hiring Now!
  • Springfield, MO
  • Solomon Page is seeking a travel Ultrasound Technologist for a travel job in Springfield, Missouri. Job Description & Re...
  • 4/19/2024 12:00:00 AM

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Travel Nurse RN - Telemetry - $2,219 per week
  • Hiring Now!
  • Springfield, MO
  • Solomon Page is seeking a travel nurse RN Telemetry for a travel nursing job in Springfield, Missouri. Job Description &...
  • 4/19/2024 12:00:00 AM

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Local Contract Nurse RN - Long Term Acute Care - $54-56 per hour
  • Hiring Now!
  • Springfield, MO
  • Healthcare Support is seeking a local contract nurse RN Long Term Acute Care for a local contract nursing job in Springf...
  • 4/19/2024 12:00:00 AM

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Estate Settlement Team Leader- Trust Services
  • EDWARD JONES
  • Springfield, MO
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people c...
  • 4/18/2024 12:00:00 AM

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Sales Manager
  • Nestle USA
  • Springfield, MO
  • ** Sales Manager** ** Sales Manager** *This position is not eligible for Visa Sponsorship.* ****Position Summary**** A p...
  • 4/17/2024 12:00:00 AM

Springfield is the third-largest city in the state of Missouri and the county seat of Greene County. As of the 2010 census, its population was 159,498. As of 2017, the Census Bureau estimated its population at 167,376. It is the principal city of the Springfield metropolitan area, which has a population of 462,369 and includes the counties of Christian, Dallas, Greene, Polk, Webster. Springfield's nickname is "Queen City of the Ozarks" and it is known as the "Birthplace of Route 66". It is home to three universities, Missouri State University, Drury University, and Evangel University. Springf...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$66,384 to $95,153
Springfield, Missouri 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