Trust Administration Assistant jobs in the United States
Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Trust Administration Assistant jobs
- Drach Elder Law Center
-
Wausau, WI
FULL_TIME
-
Highly respected Elder Law Firm is seeking applicants for the role of Trust Administration/Probate Assistant. This experienced paralegal or office assistant will interact closely with the attorney and clients to identify assets that will be transferred into the clients’ trusts. The role includes contacting clients’ financial institutions, investment sources, life insurance companies, pension plans, etc., and managing those transfers. This individual will interact with the County Circuit Courts, prepare probate pleadings for opening and closing estates, gather asset information, and obtain valuations for inventory and tax returns. This is a full-time position; part-time will be considered. Salary will be commensurate with experience.
Required Experience:
Minimum of a high school diploma.
Microsoft Office: 1 Year
Microsoft Excel: 1 Year
Job Type: Full-time
Schedule:
- 8 hour shift
- Monday to Friday
Travel requirement:
- No travel
Education:
- High school or equivalent (Preferred)
Experience:
- Microsoft Office: 1 year (Preferred)
- Office: 1 year (Preferred)
- Computer skills: 1 year (Preferred)
- Excel: 1 year (Preferred)
Work Location: In person
- 2 Days Ago
- Fiduciary Partners Trust Company
-
Brookfield, WI
FULL_TIME
- At Fiduciary Partners Trust Company, we believe that clients in need of independent trustee services are best served when their trustee is truly independent. At Fiduciary Partners we do not provide in...
- Just Posted
- TCV Trust & Wealth Management
-
Richmond, VA
FULL_TIME
- TCV Trust & Wealth Management has a well-earned reputation for caring for our clients’ unique individual needs. We are an employee-owned, independent trust company that provides asset management, trus...
- 7 Days Ago
- Guaranty Bank and Trust NA
-
Texarkana, TX
FULL_TIME
- At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast! Guaranty Bank & Trust offe...
- 1 Month Ago
- TCV Trust & Wealth Management
-
Roanoke, VA
FULL_TIME
- TCV Trust & Wealth Management (TCV) is an employee-owned, independent trust company that provides asset management, trust administration, and estate services to individuals, families, nonprofits, and ...
- 7 Days Ago
- Quad City Bank & Trust
-
Moline, IL
FULL_TIME
- Quad City Bank & Trust is looking for a Trust Administrative Assistant to join our Trust team! This position is responsible for supporting the trust department, with an emphasis on the functions of in...
- 11 Days Ago
Trust Administration Assistant jobs at Popular Companies
- Newmark
-
Santa Monica, CA
- Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real est...
- 5/19/2024 12:00:00 AM
- Cynet Systems
-
Los Angeles, CA
- Job Description: Pay Range $23.75hr - $28.75hr Responsibilities: Manage heavy scheduling with multiple stakeholders usin...
- 5/18/2024 12:00:00 AM
- Caltech
-
Pasadena, CA
- Caltech is a world-renowned science and engineering institute that marshals some of the world's brightest minds and most...
- 5/18/2024 12:00:00 AM
- eTeam, Inc.
-
Universal City, CA
- Job Title: Administrative Assistant Location: Universal City CA, 91608 Duration: 12 Months Job Description: The Administ...
- 5/17/2024 12:00:00 AM
- Career Group
-
Glendale, CA
- Join Our Client's Team as a Temporary Administrative Assistant of Events! Exciting non-profit institution! | Onsite in L...
- 5/17/2024 12:00:00 AM
- Our Best Life Companies
-
Long Beach, CA
- Job Type Full-time Description Our Best Life Companies is hiring an Administrative Assistant to join our team! As an Adm...
- 5/17/2024 12:00:00 AM
- Beazer Homes
-
Irvine, CA
- Overview: Provides general administrative support in Administration Department, Human Resources and other departments as...
- 5/16/2024 12:00:00 AM
- Life Science Intelligence Inc
-
Huntington Beach, CA
- Job Description Job Description LSI is looking for a highly organized and detail-oriented Administrative Assistant to as...
- 5/15/2024 12:00:00 AM