Trust Administrator jobs in Santa Cruz, CA

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)

Recently Added Trust Administrator jobs

C
Wellness Nurse Practitioner
  • Community Health Trust of Pajaro Valley
  • Watsonville, CA FULL_TIME
  • PLEASE SUBMIT JOB APPLICATION VIA OUR WEBSITE - https://pvhealthtrust.org/employment-application/

    Job Title: | Wellness Nurse Practitioner
    FLSA Classification: Exempt
    Department: | Diabetes Health Center
    Compensation: | $138,000 – $148,000 per year
    Reports to: | Clinical Services Manager

    Summary:
    The CHT Wellness Nurse Practitioner will conduct wellness visits and create or update a personalized care plan to prevent or manage illness based on current health and risk factors.  This will include performing a detailed assessment, collecting family and past medical history to assist in developing personal health and wellness goals. They will work closely with the CHT wellness team as well as the participants' external care team. Services will prioritize populations that are at highest risk for developing or worsening illness, frequent hospital visits and admissions.
     
    Essential Duties and Responsibilities:
    • Perform wellness exams and assessments for participants at their place of residence, in designated clinic, or via telehealth.
    • Assess new patients by gathering information, reviewing diagnoses and analyzing medical test results
    • Develop complete plans of care to address the needs of patients
    • Educate patients about their care plan and health care options and assist them in making key decisions
    • Revise care plans based on patients’ progress and input from physicians and other medical providers
    • Update patient medical records after each encounter 
    • Offer emotional support for patients and their families
    • Obtain and record patient's medical history and symptoms, including medicine reconciliation
    • Conduct HCC coding, verification, and risk adjustment
    • Collaborate with Primary Care providers; case managers/team to ensure completion of holistic patient care
    • Complete patient charts within 72 hours (about 3 days) of patients’ visits
    • Abide by all HIPAA rules and regulations, maintain patients’ confidence by completing and safeguarding medical records
    This position is a full time Wellness Nurse Practitioner opportunity (5 days a week, approximately 8am-5pm schedule). This role can include in clinic, telehealth, or in-home visits.

    Supervisory Responsibilities: Supervise CHT Community Health Worker(s) 
     
    Experience and Qualifications:
    • Current California Nurse Practitioner license
    • Extensive knowledge of medicine and anatomy
    • Current DEA licensure / Prescriptive Authority post-hire
    • Active CPR/BLS Certification
    • Valid California Driver’s License  
    • Bilingual required– English and Spanish
    • Strong verbal and written communication skills to interact with patients and medical providers
    • Interpersonal skills to work with people of a broad range of socioeconomic and cultural backgrounds
    • Multitasking skills to provide care for multiple patients
    • Analytical skills to review documented medical information and use it to inform care plans
    • Problem-solving skills to identify shortcomings of care plans and revise them accordingly
    • Familiarity with word processors, spreadsheets, electronic record management programs and other software
    • Organizational skills to plan patient appointments and meetings and to coordinate the activities of medical providers
    • Nurse Practitioner certification from either the ANCC / AANP
    • 2 years of clinical experience as a NP in either Primary Care, Family Medicine, Internal Medicine, Gerontology or Palliative Care. Home care experience is a plus.
    • Working knowledge of chronic care management and various medication options
    Perks and Benefits:
    •  Competitive salary
    •  Relocation costs
    • Stipend for continuing education 
    • Competitive salary
    • Employer sponsored health benefits (medical, dental & vision) 
    • Paid holidays, vacation, and sick time
    • 403B program
    • Dedicated support staff such as registered dietitians and MD advisors
    • Malpractice coverage
    • Up to $500 reimbursement annually toward licensure renewal 
    Physical Demands and Use of Machines, Tools and Equipment:
    • Seldom (1–5%): reach above shoulders, use fax
    •  Occasionally (6-33%): bend, twist, push, pull, climb, squat, crawl, kneel; use copier and filing cabinet drawers & locks
    • Frequently (34-66%): sit, reach with hands and arms; climb or balance; stand and walk; grasp with hands and fingers; use telephone
    • Continuously (67-100%): use hands to finger, handle or feel objects, tools, or controls; see (including close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus), hear and speak; key (i.e., computer, calculator, telephone); and lift (up to 5 lbs); use writing instruments, computer
    Work Environment:
    • Approximately 50% of the time performing job duties is spent indoors, within a standard office or clinic environment
    • Approximately 30%-70% of the time is spent on the computer
    • Approximately 75% of the time is spent interacting with colleagues and members of the community
    • Noise level in the work environment is usually moderate 
    • The temperature of the work environment is moderate, and ranges from 65 – 80 degrees

    Travel Requirements:
    This job requires regular local travel (50%).
  • 10 Days Ago
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C
Director of Financial Operations
  • Community Health Trust of Pajaro Valley
  • Watsonville, CA FULL_TIME
  • *PLEASE FILL OUT JOB APPLICATION HERE: https://pvhealthtrust.org/employment-application/ **Job Title: Director of Financial Operations.FLSA Classification: Exempt.Department: Administration.Compensati...
  • 13 Days Ago
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C
Promotor/a - Community Health Worker
  • Community Health Trust of Pajaro Valley
  • Watsonville, CA FULL_TIME
  • PLEASE FILL OUT THE JOB APPLICATION ON THE PVHEALTH.ORG WEBSITE https://pvhealthtrust.org/employment-application/Job Title: | Promotor/a - Community Health WorkerFLSA Classification: Non- Exempt Depar...
  • 1 Month Ago
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D
Systems Administrator
  • Digital NEST
  • watsonville, CA FULL_TIME
  • Job Title: Systems AdministrationCompensation: $80,000-94,000 exempt Full-time: 100% FTE, 40 hours per weekBenefits: Medical, vision, and dental insurance, paid time off and flex holidays, life insura...
  • 10 Days Ago
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U
Research Administrator
  • University of California - Santa Cruz
  • Santa Cruz, CA FULL_TIME
  • JOB POSTING NO VISA SPONSORSHIP IS AVAILABLE FOR THIS POSITION. HOW TO APPLYFor full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance...
  • 11 Days Ago
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S
Systems Administrator
  • Santa Cruz County Bank
  • Watsonville, CA FULL_TIME
  • DescriptionAbout the Role:The System Administrator provides support to end users on a variety of issues. Identifies, researches, and resolves technical problems. Responds to telephone calls, email and...
  • 1 Month Ago
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0 Trust Administrator jobs found in Santa Cruz, CA area

About Santa Cruz, California

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$69,215 to $88,445
Santa Cruz, California area prices
were up 2.5% from a year ago
View detail

What does a Trust Administrator do?

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