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)
Primary Accountability:
The Account Administrator assists in the day-to-day operations, functional tasks and workflows as part of a client service team, a group of Trust Officer & Wealth Advisors and a Financial Planner. The duties and functions of the Account Administrator are client-focused and essential to the team’s relationship management success. Versatility and adaptability are key components of this position.
Major Duties:
Qualifications:
Physical Demands:
Work Environment:
Additional Duties:
Additional duties and responsibilities may be added to this job description at any time. The job description does not state or imply that these are the only activities to be performed by the employee(s) holding this position. Employees are required to follow any other job-related instructions and to perform any other job-related responsibilities as requested by their supervisor.
Benefits may include:
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