Trust Administrator jobs in Winston Salem, NC
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
Trust Advisor III
- Comerica Bank
-
Winston, NC
FULL_TIME
-
Trust Advisor III Comerica Advisor Solutions
Our Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & Trust, N.A.'s professional trust administration capabilities, as well as the services of their Financial Advisor, delivered through a customized, service-driven model. The Trust Advisor III in our Comerica Advisor Solutions group, is responsible for serving as relationship manager for a book of business by providing insight to specific trust documents, overseeing overall estate planning, and working directly with our Financial Advisor partners. This position's direct involvement in business development is expected to contribute to the achievement of the annual net new business goal for the division.Position Competencies
Successful incumbents possess effective communication skills, problem solving skills, appropriate functional and technical skills, the ability to multi task, meet service standards and are focused on the customer.
Position Responsibilities:- Manages more routine accounts in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen.
- Reviews, analyzes and interprets documents for direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law and policies and procedures.
- Works with manager in developing solutions to most issues brought forth by principals, income beneficiaries and remaindermen such as requests for special distributions, fee issues or disputes.
- Oversees the opening and closing of accounts, ensures the receipt of proper and legally required documentation, ensures the full and complete transfer of assets, their cost basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and oversees tax reporting activities, coordinating with outside CPAs and advisors.
- Provides comprehensive wealth planning advice to clients. May participate in projects which affect the broader business and improves efficiency of delivery of services to clients.
- Communicates directly with our Financial Advisor partners, clients, and internal business partners. Providing timely updates on all account related activity and responding quickly to requests.
- Works with Advisor Solutions Trust Specialist's to develop new business through our partners. Develops referrals through their centers of influence.
Winston-Salem IIPosition Qualifications:- Bachelor's Degree from an accredited university
- 6 years of experience serving as an account administrator in a specific area of expertise to include trust administration, investments or insurance in a client service capacity
- 6 years of business development experience in trust administration, investments or insurance
8:00am - 5:00pm Monday - Friday
Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity. - Just Posted
Administrator
- Everstory Partners
-
Salem, NC
FULL_TIME
- DescriptionWhy EverstoryAt 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 mi...
- 2 Months Ago
Denture Technician
- Trust Dental Lab
-
Mount Airy, NC
FULL_TIME
- Job Overview:We are seeking a skilled and dedicated Technician to join our team. As a Technician, you will play a crucial role in providing support and assistance in various areas of the organization....
- 6 Days Ago
Office Administrator
- Javara
-
Corporate, NC
FULL_TIME
- Summary: The Office Administrator will oversee and facilitate the daily administrative operations of our corporate office to ensure all operations and business processes are successfully executed. Thi...
- 4 Days Ago
Office Administrator
- WM
-
Winston, NC
FULL_TIME
- As an EEO/Affirmative Action Employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, nation...
- 5 Days Ago
Benefits Administrator
- IFB Solutions
-
Winston, NC
OTHER
- Job Details Level: Experienced Job Location: Winston-Salem HQ - Winston Salem, NC Position Type: Full Time Education Level: 4 Year Degree Salary Range: $50,000.00 - $55,000.00 Salary/year Travel Perce...
- 1 Month Ago
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0 Trust Administrator jobs found in Winston Salem, NC area
Manager, Risk Management, Data
- KPMG
-
Winston Salem, NC
- Business Title: Manager, Risk Management, Data Requisition Number: 111662 - 54 Function: Business Support Services Area ...
- 4/19/2024 12:00:00 AM
Chief Technology Officer
- apexanalytix
-
Greensboro, NC
- JOB DESCRIPTION:- Position Title: CTO (Chief Technology Officer) Reports to: COO Shift Timings – 8 AM Eastern to 5 PM Ea...
- 4/19/2024 12:00:00 AM
Account Executive
- Greensboro Division (PNY-GN)
-
Greensboro, NC
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/18/2024 12:00:00 AM
Retail Sales Associate Golf - HIRING EVENT
- Dick's Sporting Goods, Inc.
-
Winston Salem, NC
- If golf is your passion, youll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every golf...
- 4/17/2024 12:00:00 AM
Chief Technology Officer
- Apexanalytix
-
Greensboro, NC
- JOB DESCRIPTION:- Position Title: CTO (Chief Technology Officer) Reports to: COO Shift Timings 8 AM Eastern to 5 PM East...
- 4/17/2024 12:00:00 AM
Estate and Trust Administration Paralegal
- Brinkley Walser Stoner Pllc
-
Lexington, NC
- About the Organization The attorneys at Brinkley Walser Stoner provide professional legal representation across a wide r...
- 4/16/2024 12:00:00 AM
Bridal Sales
- David's Bridal, LLC.
-
Winston Salem, NC
- BEST. JOB. EVER! Minimal weekday hours required Generous Team Member discount $400 bonus for every referral hired with N...
- 4/16/2024 12:00:00 AM
Estate and Trust Administration Paralegal
- Brinkley Walser Stoner, PLLC
-
Lexington, NC
- About the Organization: The attorneys at Brinkley Walser Stoner provide professional legal representation across a wide ...
- 4/15/2024 12:00:00 AM
About Winston Salem, North Carolina
Winston-Salem is a city in and the county seat of Forsyth County, North Carolina, United States. With a 2019 estimated population of 251,907 it is the second largest municipality in the Piedmont Triad region, the fifth most populous city in North Carolina, and the eighty-ninth most populous city in the United States. With a metropolitan population of 676,673 it is the fourth largest metropolitan area in North Carolina and is expected to keep that fourth spot for many more years. Winston-Salem is home to the tallest office building in the region, 100 North Main Street, formerly the Wachovia Bui...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,185 to $74,350
Winston Salem, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
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