Employee Trust Administrator jobs in Vermont
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)
Recently Added Employee Trust Administrator jobs
Financial Consultant - Vermont State Employees Credit Union (VSECU)
- LPL Employee Services
-
Vermont, VT
FULL_TIME
- Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box, learning new skills and problem solving? If so, then this could be the role for you! LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. **This is not a remote role - The candidate must be local to Montpelier, VT and will be on-site at Vermont State Employees Credit Union (VSECU) .** Job Overview: A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate. Providing comprehensive, needs- based financial solutions to clients by offering a range of investment/insurance solutions Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives. Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements Delivering a high quality customer service experience during each customer interaction Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services. What are we looking for? We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. Requirements: High school diploma or equivalent (Bachelor’s Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial institution) Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire) Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer Preferences: Demonstrated ability to sell products and services to investment clients; evidence of strong sales results Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products and financial planning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer service and business focus with a great attention to detail Effective research and analysis skills #LI-Onsite Pay Range: $58,500-$70,000 per year Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. This position is also eligible to earn sales incentive compensation. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. This position is also eligible to earn sales incentive compensation. Your recruiter will be happy to discuss all that LPL has to offer! Why LPL? At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential. We are one team on one mission. We take care of our advisors, so they can take care of their clients. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work. Want to hear from our employees on what it’s like to work at LPL? Watch this! We take social responsibility seriously. Learn more here Want to see info on our benefits? Learn more here Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947. LPL Financial is the nation’s largest independent broker-dealer.* Our company is widely known for its financial strength, exceptional service, and favorable industry reputation among financial professionals. To understand who we are, it’s important to know our core belief: financial guidance is a fundamental need for everyone. LPL Financial creates the space to let you do what you do best – create personal, long-term client relationships that turn financial aspirations into realities. Each year, thousands of financial professionals successfully manage billions of dollars in assets. Because our company is not too big and not too small, you can seize the opportunity to make a real impact. To learn more about our organization visit our About LPL page. * As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Want to learn more about the benefits of working at LPL? Check out the links below! We Are LPL Benefits Culture Social Responsibility
- 2 Days Ago
Financial Consultant - Vermont State Employees Credit Union (VSECU)
- LPL Employee Services
-
Montpelier, VT
FULL_TIME
- Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box,...
- 4 Days Ago
Financial Consultant - Vermont State Employees Credit Union (VSECU)
- LPL Employee Services
-
Rutland, VT
FULL_TIME
- Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the box,...
- 4 Days Ago
Norfolk RECONNECT Trainee
- The Forward Trust
-
Thetford, VT
OTHER
- Overview Are you looking to earn while you learn? Do you want to help vulnerable people get their health needs met on release from custody? Maybe this role is just what you are looking for! We are The...
- 20 Days Ago
Foreman - Crew Leader Arborist
- Lewis Services | 100% Employee-Owned
-
Brattleboro, VT
FULL_TIME
- Job DetailsDescriptionAt Lewis, we provide the stability of a long-standing, employee-owned company with the progressive nature of a growing, improvement-minded future. We’re the second-largest utilit...
- 2 Days Ago
Arborist - Tree Trimmer / Tree Climber
- Lewis Services | 100% Employee-Owned
-
Brattleboro, VT
FULL_TIME
- Job DetailsDescriptionAt Lewis, we provide the stability of a long-standing, employee-owned company with the progressive nature of a growing, improvement-minded future. We’re the second-largest utilit...
- 3 Days Ago
Employee Trust Administrator jobs at Popular Companies
Trust Administrator
- The Forge Companies
-
Mooresville, NC
- Job Summary Are you somebody who learns new processes and structures quickly, but enjoys every day being a little differ...
- 6/11/2024 12:00:00 AM
Trust Advisor
- gpac
-
Plano, TX
- Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
- 6/11/2024 12:00:00 AM
Trust Advisor
- gpac
-
San Antonio, TX
- Job Description We are seeking an experienced trust officer to provide investment management and trust administration se...
- 6/11/2024 12:00:00 AM
Trust Officer
- San Pasqual Fiduciary Trust Company
-
Los Angeles, CA
- No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
- 6/10/2024 12:00:00 AM
Trust Officer
- The Forge Companies
-
- Job Summary The Trust Officer I is responsible to provide comprehensive administrative support to an assigned Trust Offi...
- 6/10/2024 12:00:00 AM
Trust Advisor
- ECG Resources, Inc.
-
Reno, NV
- Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
- 6/9/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Tarrytown, NY
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
Trust Administrator
- Midland States Bank
-
Chicago, IL
- Trust Administrator Salary Range: $62,800 - $83,700 annually At Midland States Bank, base salary is one component of our...
- 6/7/2024 12:00:00 AM
About Vermont
Vermont is located in the New England region of the Northeastern United States and comprises 9,614 square miles (24,900 km2), making it the 45th-largest state. It is the only state that does not have any buildings taller than 124 feet (38 m). Land comprises 9,250 square miles (24,000 km2) and water comprises 365 square miles (950 km2), making it the 43rd-largest in land area and the 47th in water area. In total area, it is larger than El Salvador and smaller than Haiti. It is the only landlocked state in New England, and it is also the easternmost and the smallest in area of all landlocked sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Trust Administrator jobs
$72,756 to $104,286
Most Popular Cities in Vermont for Employee Trust Administrator Jobs
What does an Employee Trust Administrator do?
Employee Trust Administrator in Gainesville, FL
A successful candidate for this position would require a minimum of a Bachelor’s degree and 2-4 years experience as a trust benefits specialist or similar work experience in a related field and position.
January 29, 2020
Employee Trust Administrator in Benton Harbor, MI
The trust administrator is specifically charged with the responsibility for managing employee benefit trust accounts.
December 10, 2019
Employee Trust Administrator in Houston, TX
Other titled positions that may also be responsible for the administration of an employee trust fund could be trust administrator, employee relations manager, trust clerk, human resource specialist, benefits specialist and employee relations specialist.
January 07, 2020