Trust Administrator jobs in Saginaw, MI

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Administrator
  • Everstory Partners
  • Saginaw, MI FULL_TIME
  • Description

    Why Everstory

    At 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 mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. 

    We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.


    The Impact You Will Make

    The Administrator role at Everstory is a vital part of the location team and is multi-faceted with the ability to learn multiple parts of the business while supporting our customers and team members. In this position, no two days will be the same. You will be responsible for creating a customer focused environment with every interaction you have through answering phones, scheduling appointments, helping on-board team members and assisting your locations leadership team. You will also be responsible for:

    • Contract processing and quality control, including verification that all contracts are valid before entry. 
    • Banking duties: cash receipt entry, deposit slips, credit card transactions and bank deposits. May include trips to the bank for actual cash deposits.
    • Cemetery daily processing of IOA’s (Interment Order and Authorization), following the company standards and policies.
    • File maintenance and record keeping: update customer files including all new sales and burials. Scan all documentations as required. Maintain Records of all memos, e-mails, corporate policies, and programs implemented.
    • Human Resources: coordinate onboarding responsibilities as needed.
    • Accounts Payable: Insure all bills are paid promptly. Process all purchases and invoices through the current system.
    • Accounts Receivable: Collection of past and present balance amounts due for any delinquent location customer contracts.
    • Deeds and Certificates: Provide deeds and certificates to Sales Management each week. Log and process according to your location and or state guidelines. Trust Certificates: Check for accuracy, compare to contracts, sign and place in custom file return (email) to the Home Office Trust Department.
    • Work and Memorial Orders – Order Memorials when PIF (Paid in Full). Manage work orders for Park Services. 
    • White Board Meetings– Take part in daily meetings between Administration, Maintenance, and Sales Department.
    • Reporting: may include Trust, state required, and month end processing.

    Requirements

    • Basics: Multi-Line phone skills required. Filing skills (Alphabetically). Ability to type 40 words per minute with minimal errors and data entry skills. Basic math and computer skills including word processing (Word) and spreadsheet (Excel) applications or Google equivalents.
    • Customer Focus: Ability to abide by all company policies and keep all employee and customer information confidential. Excellent customer service skills and optimal interpersonal skills.
    • Team Focus: Proficient organizational skills. Ability to multitask efficiently and work well independently or as part of a team. Ability to effectively and quickly complete tasks and assignments and meet deadlines.
    • Must possess a valid state driver’s license and have access to a personal vehicle for some locations. 
    • High School equivalency required.
    • Minimum of one-year experience in administration or customer service.

    Our Investment in You

    Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including: Medical, Dental, 401k with a company match, Life, Short-Term Disability, Long-term Disability, Vision, Tuition Reimbursement, Employee Discount Programs, Generous PTO Programs, Volunteer Opportunities & much more!

    Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

  • 1 Month Ago

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Project Administrator
  • Alberici Constructors Inc.
  • Sault Ste. Marie, MI PART_TIME
  • Alberici Constructors, Inc., a leading firm in the construction industry with annual revenues exceeding $1B, and most recently ranked the 35th largest General Contractor in the United States, is searc...
  • 14 Days Ago

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IT Administrator
  • COMMUNITIES FIRST, INC
  • Flint, MI FULL_TIME
  • Communities First, Inc. is a Michigan-based nonprofit 501c3 whose mission is to build healthy, vibrant communities through economic development, affordable housing and innovative programming. CFI is f...
  • 18 Days Ago

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Store Administrator
  • Tri County Equipment
  • Caro, MI FULL_TIME
  • Location: Caro Type of Employment: Full Time Purpose: Performs a full range of administrative support duties for a dealership location. Directs phone calls and paperwork received at the location to th...
  • 18 Days Ago

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HR Administrator
  • Mahar Tool Supply
  • Saginaw, MI FULL_TIME
  • Location: Saginaw, MIJob Id: 131# of Openings: 1HR Adminstrator – Saginaw, MIMahar is a WBENC certified, global MRO distributor and service provider.We meet our Customers’ needs through a wide range o...
  • 19 Days Ago

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Practice Administrator
  • Sound Physicians
  • Grayling, MI FULL_TIME
  • About Sound: Headquartered in Tacoma, WA, Sound Physicians is a physician-founded and led, national, multi-specialty medical group made up of more than 1,000 business colleagues and 4,000 physicians, ...
  • 19 Days Ago

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0 Trust Administrator jobs found in Saginaw, MI area

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Advanced Tax Planner
  • Hantz Group
  • Saginaw, MI
  • Job Description Job Description Advanced Tax Planner Hantz Group is a Michigan-based financial company that works with i...
  • 4/23/2024 12:00:00 AM

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Senior Tax Specialist
  • Hantz Group
  • Saginaw, MI
  • Job Description Job Description Hantz Group Senior Tax Planning Specialist Hantz Group is a Michigan-based financial com...
  • 4/23/2024 12:00:00 AM

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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

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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

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Travel Nurse RN - PCU - Progressive Care Unit - $1,920 per week
  • Hiring Now!
  • Saginaw, MI
  • SGS Consulting is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Saginaw, Michigan. J...
  • 4/22/2024 12:00:00 AM

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Travel Respiratory Therapist - $1,296 per week
  • Hiring Now!
  • Saginaw, MI
  • SGS Consulting is seeking a travel Respiratory Therapist for a travel job in Saginaw, Michigan. Job Description & Requir...
  • 4/22/2024 12:00:00 AM

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CNC Machinist
  • MERRILL TECHNOLOGIES GROUP
  • Saginaw, MI
  • Title CNC Machinist Description Average Starting Pay Range for entry level machinists $17.55 - $28.00, higher level mach...
  • 4/19/2024 12:00:00 AM

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Transmission Technician
  • The W W Williams Company
  • Saginaw, MI
  • Transmission Technician Opportunity Summary: As a Transmission Technician, you are responsible for troubleshooting, repa...
  • 4/19/2024 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 Trust Administrator jobs
$58,061 to $74,192
Saginaw, Michigan area prices
were up 1.3% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020