Trust Administrator jobs in South Bend, IN

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

T
Trust Department Assistant
  • Teachers Credit Union
  • South Bend, IN FULL_TIME

  • Trust Department Assistant


    We are searching for an experienced Trust Department Assistant.
    South Bend, IN 46601

    Essential Function
    Provide administrative support for Trust Services. Responsibilities include; front desk reception, maintaining trust files, assisting in estate administration, working with transfer of assets and funding of trust accounts, typing routine letters and memos, scheduling appointments, marketing of trust services, coordinating trust seminars and member appreciation events and completing special projects as assigned.

    Primary Responsibilities & Duties
    • Responsible for incoming telephone calls, welcoming visitors and clients, receiving incoming correspondence and routing same to the appropriate staff.
    • Responsible for providing administrative support for the Trust Officer. Scheduling appointments, typing correspondence and completing other paperwork as assigned.
    • Responsible for assisting with the opening and closing of trust and estate accounts.
    • Assist the Trust Officer with all tasks involved in the administration of all trust services accounts.
    • Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.
    Specific Skills
    • Excellent verbal, interpersonal and written skill
    • Ability to deal with high network clients
    • Ability to maintain strict confidentiality
    • Good organization skills and attention to detail
    • Extensive computer aptitude, Microsoft word, excel and outlook
    • Understanding of IRAs
    Accountability
      • Accountable for the timeliness and accuracy of all functions performed and the rendering of quality, competent and professional assistance to potential clients, members, professionals, team members and other contacts, both in person and on the telephone.
      • Accountable for Performance Management Goals as agreed upon with Supervisor.
      • Accountable for understanding and applying government laws and regulations and TCU policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.


    Minimum Requirements
    • High School diploma (GED) or equivalent skills or abilities
    • Have or desire to earn college degree, preferred
    • Paralegal training preferred, but not mandatory
    • Understanding of trust services, preferred, but not mandatory.

    Non-Exempt

    Hourly Wage


    Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

  • 1 Month Ago
Apply this Job
F
Personal Banker - Float
  • First Farmers Bank & Trust
  • Knox, IN FULL_TIME
  • DescriptionPersonal Banker FloatDEPARTMENT: RetailCLASSIFICATION: Non-ExemptREPORTS TO: Branch ManagerSUPERVISES: NonePosition Summary:The Personal Banker Float is cross trained in all aspects of reta...
  • 25 Days Ago
Apply this Job
S
Property Administrator
  • StoryPoint
  • Granger, IN FULL_TIME
  • Property Administrator StoryPoint of Granger The Property Administrator will perform and/or oversee all office activities of a senior residential community. This role is responsible for maintaining an...
  • 13 Days Ago
Apply this Job
S
Production Administrator
  • Semcor Manufacturing
  • La Porte, IN FULL_TIME
  • Semcor is an ever growing company looking to add to their Production Administrator team. Summary/Objective: A Production Administrator is responsible for managing the administrative aspects of all the...
  • 1 Day Ago
Apply this Job
T
Office Administrator
  • Temple Beth El South Bend IN
  • South Bend, IN FULL_TIME
  • Job Summary: This is an exciting opportunity to manage a busy 1-person office. You must be a self starter with excellent interpersonal skills, a high level of written and verbal communication skills, ...
  • 1 Day Ago
Apply this Job
U
Department Administrator
  • University of Notre Dame
  • Notre Dame, IN FULL_TIME
  • Department Administrator University of Notre Dame The University of Notre Dame (ND.jobs) is accepting applications for a Department Administrator. Applications will be accepted until 2/28/2023. Study ...
  • 4 Days Ago
Apply this Job
View All Trust Administrator Jobs
Salary Company Skills How To Become Job Openings
Filters

Clear All
Filter Jobs By Location
  • Filter Jobs by companies
  • More
Salary Company Skills How To Become Job Openings

0 Trust Administrator jobs found in South Bend, IN area

G
Account Manager, US
  • Garnet Instruments
  • Goshen, IN
  • JOB SUMMARY The Account Manager is responsible for developing long-term relationships with a portfolio of clients throug...
  • 4/16/2024 12:00:00 AM
Apply this job
I
Assistant Vice President, Digital Solutions
  • Interra Credit Union
  • Goshen, IN
  • WHAT YOU WILL DO EVERYDAY As Senior Digital Solutions, you will be responsible for continuously innovating and improving...
  • 4/16/2024 12:00:00 AM
Apply this job
I
Assistant Vice President, Digital Solutions
  • Interra Credit Union
  • Goshen, IN
  • WHAT YOU WILL DO EVERYDAY As Senior Digital Solutions, you will be responsible for continuously innovating and improving...
  • 4/16/2024 12:00:00 AM
Apply this job
C
Senior Distinguished Engineer
  • Capital One
  • South Bend, IN
  • Center 1 (19052), United States of America, McLean, Virginia Senior Distinguished Engineer Capital One is looking for a ...
  • 4/15/2024 12:00:00 AM
Apply this job
C
Sr. Distinguished Engineer-- Card Technology
  • Capital One
  • South Bend, IN
  • Center 1 (19052), United States of America, McLean, Virginia Sr. Distinguished Engineer-- Card Technology Senior Disting...
  • 4/15/2024 12:00:00 AM
Apply this job
C
Distinguished Engineer, Card Tech Data
  • Capital One
  • South Bend, IN
  • West Creek 2 (12072), United States of America, Richmond, Virginia Distinguished Engineer, Card Tech Data Distinguished ...
  • 4/15/2024 12:00:00 AM
Apply this job
C
Sr. Distinguished Engineer (Sr. Director IC) - Business Cards & Payments
  • Capital One
  • South Bend, IN
  • Center 2 (19050), United States of America, McLean, Virginia Sr. Distinguished Engineer (Sr. Director IC) - Business Car...
  • 4/15/2024 12:00:00 AM
Apply this job
G
Account Manager, US
  • Garnet Instruments
  • Goshen, IN
  • JOB SUMMARY The Account Manager is responsible for developing long-term relationships with a portfolio of clients throug...
  • 4/15/2024 12:00:00 AM
Apply this job
View All Trust Administrator Jobs

About South Bend, Indiana

South Bend is a city in and the county seat of St. Joseph County, Indiana, United States, on the St. Joseph River near its southernmost bend, from which it derives its name. As of the 2010 census, the city had a total of 101,168 residents; its Metropolitan Statistical Area had a population of 318,586 and Combined Statistical Area of 721,296. It is the fourth-largest city in Indiana, serving as the economic and cultural hub of Northern Indiana. The highly ranked University of Notre Dame is located just to the north in unincorporated Notre Dame, Indiana and is an integral contributor to the reg...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,185 to $74,350
South Bend, Indiana area prices
were up 1.3% 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