Trust Administration Assistant jobs in Champaign, IL
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
Trust Officer
- First Mid Bank & Trust
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Champaign, IL
FULL_TIME
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Position: Trust Officer Location: Champaign, IL
Job Id: 3556 # of Openings: 1 Administers accounts where the Company acts in the capacity of personal representative of an estate, trustee under will or inter vivos trust agreement, as a court-appointed guardian of the estate, and as an agent under a custody, escrow, safekeeping, or investment management arrangement.Responsibilities include, but are not limited to:- Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:
- Cooperating with legal counsel as to probate the will within departmental policies and applicable state law
- Identifying, collecting, securing, and appraising all assets and preparing an inventory in a timely manner
- Handling assets such as real estate and closely held corporations that must be specially managed
- Maintaining contact with beneficiaries concerning their interest
- Cooperating with accountant to properly determine tax elections, file federal and state tax returns, and pay taxes in a timely manner
- Ensuring that all estate liabilities are identified, proven, and satisfied
- Ensuring that remaining assets are distributed property
- Where the Company acts as trustee, the assigned trust officer is responsible for the following duties:
- Administering trust in accordance with the will or trust agreement, Company policies, and state laws
- Trust income is collected and properly processed and distributed or reinvested
- Trust principal is properly managed, invested, and distributed
- All tax reports and returns are prepared and submitted in a timely manner
- Responsible for performing the statutory duties of a guardian of real and personal property in accordance with the directions of the court and concerned governmental agencies and within departmental procedures and policies
- Responsible for performing all duties specified in the terms of a custodial, escrow, safekeeping, or investment management agreement. Secures and invests customer's assets, collects and remits or reinvests income as directed
- Responsible for the administration and management of certain personal trusts
- Responsible for building customer satisfaction in the Company
- Cross-sell other Company services with officers in charge of retail deposits, retail lending, commercial lending, and cash management
- Participate as a member of various Trust committees as assigned
- Represent the Company and provide leadership in key community activities and committees
- Participate in professional associations; attend conventions, conferences, and seminars
- Build relationships with potential referral sources
- Complete required training associated with job function
- Build and maintain strong customer relationships
- Perform other duties as assigned
QualificationsEducation/Experience:- Bachelor's degree in Finance or Business Administration or the equivalent of five plus years of specialized training in trust services
Skills:- High level of analytical skills to conduct trust/investment account analysis and maintain account's progress in consideration of market trends, interest rates, economic conditions, and other factors
- High level of interpersonal skills to interact with customers and potential customers in a professional manner
- Adequate knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment
First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification.THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENTHP123
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Equal Opportunity Employer - Where the Company is personal representative of an estate, the assigned trust officer is responsible for the following duties:
- 5 Days Ago
Accounting Assistant - Department of Business Administration
- illinois
-
Urbana, IL
FULL_TIME
- Duties & Responsibilities Accounting & Finance Post financial information to journals, registers, and ledgers: enter, store, and retrieve data.Reconcile discrepancies by tracing transactions, checking...
- 23 Days Ago
Assistant Dean for Administration, College of Media
- Universtiy of Illinois Urbana-Champaign
-
Urbana, IL
FULL_TIME
- Assistant Dean for Administration, College of Media The College of Media at the University of Illinois Urbana-Champaign is seeking applications for a full-time Assistant Dean for Administration. This ...
- 1 Month Ago
Nursing Assistant
- US Veterans Health Administration
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Danville, IL
FULL_TIME
- Duties Performs multi-step treatments and procedures requiring skills and extensive knowledge specific to resident conditions, medical treatment, and an understanding of the effects of the treatment. ...
- Just Posted
Nursing Assistant- Geriatrics
- Veterans Health Administration
-
Danville, IL
FULL_TIME
- Applicants will be referred every 2 weeks until the closing of the this announcement depending on the needs of the service and shifts needed to be filled. This announcement will remain open until all ...
- 21 Days Ago
Prosthetic Representative (Assistant Chief)
- US Veterans Health Administration
-
Danville, IL
FULL_TIME
- Duties The incumbent functions as the Chief of Service in the Chief's absence. The incumbent makes selections; assigns personnel; and provides direction to subordinate staff. They manage the training ...
- 12 Days Ago
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0 Trust Administration Assistant jobs found in Champaign, IL area
Finance and Administrative Coordinator
- Brown University
-
Metcalf, IL
- Job Description: The Finance and Administrative Coordinator provides administrative and financial support to the senior ...
- 4/25/2024 12:00:00 AM
FT Data Entry Specialist - Work From Home>
- Sharecare
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Champaign, IL
- [Administrative Assistant / Remote] - Anywhere in U.S. / Competitive pay - As a Data Entry Specialist you'll: Access var...
- 4/25/2024 12:00:00 AM
Executive Administrative Assistant
- Carle Health
-
Champaign, IL
- Position Summary: The Executive Assistant serves as the principal assistant assigned to two (2) to three (3) executives ...
- 4/24/2024 12:00:00 AM
Administrative Assistant- CMH Hospitalists
- Carle
-
Urbana, IL
- Administrative Assistant- CMH Hospitalists + Department: Hospitalists - CMH + Entity: Peoria Service Area + Job Category...
- 4/24/2024 12:00:00 AM
PT Grants Data Entry Clerk - Work From Home>
- Instrumentl
-
Champaign, IL
- [Administrative Assistant / Fully Remote] - Anywhere in U.S. / Up to $18 per hour - As a Data Entry Clerk you'll: Enter ...
- 4/24/2024 12:00:00 AM
Decatur- Administrative Assistant
- Naturescape
-
Decatur, IL
- Naturescape is seeking to hire a full-time Sales & Administrative Assistant to provide support at our Decatur, IL branch...
- 4/22/2024 12:00:00 AM
Administrative Support Assistant
- Natural Resources Conservation Service
-
Champaign, IL
- Summary This position is in the U.S. Department of Agriculture (USDA), Farm Production and Conservation (FPAC) Natural R...
- 4/21/2024 12:00:00 AM
FT Data Entry Clerk - Work From Home>
- The League
-
Champaign, IL
- [Administrative Assistant / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Benefits - As a Data Entry Clerk you...
- 4/21/2024 12:00:00 AM
About Champaign, Illinois
Champaign (English: /ˌʃæmˈpeɪn/) is a city in Champaign County, Illinois, United States. The city is 135 miles (217 km) south of Chicago, 124 miles (200 km) west of Indianapolis, Indiana, and 178 mi (286 km) northeast of St. Louis, Missouri. The United States Census Bureau estimates the city was home to 87,432 people as of July 1, 2017. Champaign is the tenth-most populous city in Illinois, and the state's fourth-most populous city outside the Chicago metropolitan area. It is included in the Champaign–Urbana metropolitan area.
Champaign is notable for sharing the campus of the University of Il...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$44,682 to $56,957
Champaign, Illinois area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Trust Administration Assistant do?
Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020