Trust Administration Assistant jobs in Sioux Falls, SD

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

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Trust Administration Analyst
  • Longevity Holdings
  • Sioux Falls, SD FULL_TIME
  • Longevity Holdings (doing business through its subsidiaries ITM TwentyFirst, ITM, The Berwyn Group, Inc., Maple Life Analytics, LexServ, Fasano & Associates and PBI Research Services) is a fast growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.

    The Trust Administration Analyst will manage a set number of life insurance policies and trust accounts. This individual will prepare premium notices for trust grantors and beneficiaries, facilitates premium disbursement requests, handle correspondence from carriers and client. The Trust Administration Analyst takes the lead role in building their client relationships and delivering highly accurate life insurance policy reports. This involves the evaluation and interpretation of life insurance illustrations, statements, policy contracts, and relevant policy documentation. As with any rapidly growing company and team, the responsibilities for this position will continue to evolve based business needs, the individual’s career goals and their ability to learn.

    Essential Job Responsibilities:
    • Review and interpretation of Life Insurance documents such as carrier illustrations, statements, and policy contracts.
    • Manage between 350-500 trust accounts based on the requirements defined in the client’s service agreement.
    • Onboard new client accounts with accuracy for successful trust administration and product review
    • Prepare correspondence for trust grantors and beneficiaries.
    • Act as a point of contact and provide daily support for our external clients regarding policy analytics and details.
    • Establish and maintain close working relationships with external and internal clients.
    • Be an expert at trust administration and become fluent in life insurance product knowledge.
    • Provide back-up and assistance to others in this position.
    • Perform Annual Life Insurance Policy Reviews
    Required Skills:
    • Bachelor’s degree or equivalent work experience
    • Strong interpersonal and relationship-building skills with a customer service focus
    • Excellent knowledge of Microsoft Office
    • Exceptional organizational and problem-solving skills as well as a high capacity for multi-tasking
    • An ability to work independently in an efficient and responsible manner.
    • Adaptable and willing to take on new challenges and opportunities.
    • Eagerness to learn in this position is essential.
    Preferred Consideration Given For:
    • Knowledgeable in or has performed the role of a Trust Administrator
    • Knowledge of the different types of life insurance products
    Perks of working with us:
    • Summer hours (Friday FLEX program): full time employees will be able to participate in our summer flex hours. Participating employees will enjoy a four-hour work day every other Friday (must still work 40 hours)
    • WEX (lifestyle) funds: The company is committed to the continuous improvement and career development of employees. The purpose of the plan is to outline the resources available to support each employee’s career goals and company’s business needs.
    • Career pathing: we develop a career path that identifies opportunities for advancement based on your unique skills, interests, career objectives, and details the steps needed to take.
    • A sense of belonging: We are committed to offering a diverse and inclusive workplace.
    • Virtual contests and giveaways plus team building activities
    Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.

    Our privacy notice is available at www.itm21st.com/longevity-holdings-privacy-notice/
  • 1 Month Ago
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Trust Officer
  • Trident Trust
  • Sioux Falls, SD FULL_TIME
  • Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire ...
  • 1 Month Ago
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Trust Administrator
  • Trident Trust
  • Sioux Falls, SD FULL_TIME
  • Trident Trust is a global corporate, fiduciary, and fund services provider, spanning 25 countries and over 1,000 staff. Our Trident Trust Sioux Falls, South Dakota office is currently seeking to hire ...
  • 1 Month Ago
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Senior Trust Officer
  • Midwest Trust Company
  • SIOUX FALLS, SD FULL_TIME
  • Description Senior Trust OfficerMidwest Trust Company – Sioux Falls, SDAs a Senior Trust Officer for Midwest Trust Company, you will play a crucial role in managing and administering trust accounts on...
  • 8 Days Ago
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Corporate Administration Assistant - Full Time
  • Sanford Health
  • Sioux Falls, SD FULL_TIME
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportuni...
  • 14 Days Ago
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Dental Assistant
  • Veterans Health Administration
  • Sioux Falls, SD FULL_TIME
  • The Sioux Falls VA Healthcare System is recruiting for two (2) full-time Dental Assistants. The Dental Assistant will be part of the Dental Service that provides restorative, endodontic, periodontal, ...
  • 1 Month Ago
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0 Trust Administration Assistant jobs found in Sioux Falls, SD area

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Senior Executive Assistant - Clinic Enterprise Sioux Falls
  • Sanford Health
  • Sioux Falls, SD
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in th...
  • 4/19/2024 12:00:00 AM
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Executive Assistant - GSS Human Resources - Full Time
  • Sanford Health
  • Sioux Falls, SD
  • Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in th...
  • 4/19/2024 12:00:00 AM
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HR ASSISTANT / ADMINISTRATIVE
  • JBS USA
  • Pipestone, MN
  • Description Position at JBS USA **This job does require a resume - please submit it with your application! ** $20.50 - (...
  • 4/19/2024 12:00:00 AM
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Office Administrator
  • Hyland
  • Sioux Falls, SD
  • Job Description Job Description We are seeking a highly organized and detail-oriented Office Administrator to join our t...
  • 4/19/2024 12:00:00 AM
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Administrative Assistant
  • McDonald's Restaurants
  • Sioux Falls, SD
  • In-Store Administrative Assistant at Hart 2 Hart, Inc., DBA McDonalds. Start your career off right with a company that s...
  • 4/18/2024 12:00:00 AM
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Office Manager
  • Banker's Compliance Consulting
  • Sioux Falls, SD
  • Job Description Job Description Job Description: The Office Manager is a full-time, work-from-home (or outside office) p...
  • 4/18/2024 12:00:00 AM
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Administrative Assistant and Receptionist (Customer Service)
  • Qonten
  • Sioux Falls, SD
  • **Administrative Assistant and Receptionist (Customer Service)** - | Sun, 07 Nov 2021 15:52:54 GMT Description: Answerin...
  • 4/17/2024 12:00:00 AM
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HR ASSISTANT / ADMINISTRATIVE
  • Hiring Now!
  • Pipestone, MN
  • **This job does require a resume please submit it with your application! **$20.50 - (starting) - progressive increases i...
  • 4/15/2024 12:00:00 AM
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About Sioux Falls, South Dakota

Sioux Falls (/ˌsuː ˈfɔːlz/) (Lakota: Íŋyaŋ Okábleča Otȟúŋwahe; "Stone Shatter City") is the most populous city in the U.S. state of South Dakota and the 143rd-most populous city in the United States. It is the county seat of Minnehaha County and also extends into Lincoln County to the south, proximate with the Minnesota state line. It is the 47th-fastest-growing city in the United States and the fastest-growing metro area in South Dakota, with a population increase of 22% between 2000 and 2010. As of 2019, Sioux Falls had an estimated population of 187,200. The metropolitan population of 259,0...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$41,912 to $53,427
Sioux Falls, South Dakota area prices
were up 0.8% from a year ago
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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