Employee Trust Administrator administers employee benefit trust accounts. Maintains plan records and ensures compliance with federal regulations. Being an Employee Trust Administrator provides customers with objective financial advice and explains the details of their benefit trust plan. Assists with plan design and benefit distribution when necessary. Additionally, Employee Trust Administrator requires a bachelor's degree. Typically reports to a manager or head of a unit/department. The Employee Trust Administrator gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be an Employee Trust Administrator typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Job Summary
Are you somebody who learns new processes and structures quickly, but enjoys every day being a little different? Are you an analytical thinker who ensures closure of work and pays attention to the intricate details? Do you listen to help and not just respond? If you are someone who enjoys both methodical and relationship-driven work, then this may be a good match for you!
The Trust Administrator provides comprehensive administrative support to an assigned Trust Officer, who is responsible for the daily administration of trust accounts, building client relationships, and providing exceptional client service. The Trust Administrator will also be responsible for working with other Trust Officers and team members in a training environment to develop the skills necessary to manage individual trust accounts. This person will assist with the daily administration of accounts, monthly and annual projects, and be tasked with acting as a backup to Trust Officers who are out of the office.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge, Skills, and Abilities
Physical Requirements
Travel Requirements
Who are we?
The Forge Companies (Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge for Business) is a full-service financial firm dedicated to helping families create financial plans specific to their needs. We continue to grow at an incredible pace with both new clients and a growing team to service them. Our clients are our passion, and we are dedicated to helping families navigate through various situations. Our core values of trust, respect, excellence, expertise, and selflessness guide our decision-making process on how to best take care of our clients and our teammates.