Trust Clerk jobs in Winston Salem, NC
Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Recently Added Trust Clerk 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. - 5 Days Ago
Trust Advisor III
- Comerica Bank
-
Winston, NC
FULL_TIME
- Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance is a professional collaboration between two great financial firms. Our alliance allows clients to take advantage of Comerica Bank & T...
- 5 Days 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....
- 11 Days Ago
Deli clerk
- Lowes
-
Clemmons, NC
FULL_TIME
- To provide excellent guest service through deli department activities. Pay starts at $13 / hour Responsibilities 1. Provide polite, friendly greetings and interactions with all guests . Last updated :...
- 15 Days Ago
Deli clerk
- W. Lee Flowers & Co
-
Clemmons, NC
FULL_TIME
- Overview To provide excellent guest service through deli department activities. Pay starts at $13 / hour Responsibilities 1. Provide polite, friendly greetings and interactions with all guests. 2. Pre...
- 19 Days Ago
Title Clerk
- Parks Automotive Group
-
Salem, NC
FULL_TIME
- Job Responsibilities: Processing state title and registration applications Resolve titling issues as necessary Confirm all information on titles, odometers, and lien releases Communicate the county cl...
- 21 Days Ago
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0 Trust Clerk jobs found in Winston Salem, NC area
Administrative Assistant
- The Resource Company, Inc.
-
Winston Salem, NC
- The Resource is hiring an Administrative Assistant for our client, a private investigation company, located in Winston-S...
- 4/22/2024 12:00:00 AM
Administrative Assistant
- Ups
-
High Point, NC
- UPS is hiring individuals to work as Administrative Assistants. In this role you will: Manage busy calendar and heavy ph...
- 4/22/2024 12:00:00 AM
Administrative Assistant
- Ups
-
Thomasville, NC
- UPS is hiring individuals to work as Administrative Assistants. In this role you will: Manage busy calendar and heavy ph...
- 4/22/2024 12:00:00 AM
Administrative Assistant
- Ups
-
Mount Airy, NC
- UPS is hiring individuals to work as Administrative Assistants. In this role you will: Manage busy calendar and heavy ph...
- 4/22/2024 12:00:00 AM
Administrative Support/Quality Assurance
- Experis
-
Winston Salem, NC
- Job Title: Location: Winston-Salem Pay Range: $23 Role and responsibilities: Responding to inquiries relating to Leave o...
- 4/21/2024 12:00:00 AM
Administrative Assistant
- The Resource Company, Inc
-
Winston Salem, NC
- The Resource is hiring an Administrative Assistant for our client, a private investigation company, located in Winston-S...
- 4/21/2024 12:00:00 AM
Temporary Pool- Administrative Support
- North Carolina Agricultural and Technical State University
-
Greensboro, NC
- Posting Details Classification Information Position/Classification Title Classification Type Position required to work d...
- 4/19/2024 12:00:00 AM
Administrative Assistant
- Paumac Tubing Llc
-
Statesville, NC
- Job Description Job Description Summary/Objectives: The administrative assistant position provides administrative and cl...
- 4/19/2024 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 Clerk jobs
$33,864 to $40,426
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 Clerk do?
Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020