Trust Clerk jobs in North Dakota
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 Officer
- gpac
-
Williston, ND
FULL_TIME
-
This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust accounts.
Trust Officer Qualifications- Bachelor's degree or equivalent.
- JD and/or Masters degree preferred
- 2 years of relevant trust administration experience.
- Strong team mate who enjoys collaboration with internal partners
- CTFA, CFP, CFA, CES, or equivalent preferred
- Trust investment knowledge and/or experience with brokerage and/or delivery of trust services through alternative channels
- Responsible for trust account servicing, including ongoing account reviews, discretionary distribution reviews, relationship building with advisors, clients, and attorneys, assisting in researching legal issues, knowledge of state and federal statutes governing trust administration, and assisting in interpreting and executing actions as advised by governing documents including Wills, Trusts, Codicils, Amendments, FLP, Contracts, etc.
- Actively participate in Trust Administrative Sub-Committee meetings. Perform administrative account reviews annually.
- Accountable for servicing and retention of existing accounts.
- Supervise and monitor new account establishment and funding
- Work with advisors, internal trust team, attorneys, accountants, and family members to ensure timely and accurate estate settlement including review documents to assist in figuring out dispositive provisions, review/approve payment of final expenses, a coordinate gathering of material/documents for the final income tax return and estate tax return, assist in settling other asset flow into trust/estate, ensure proper distributions made to beneficiaries, ongoing communication with beneficiaries and advisors, etc.
- Coordinate preparation of trust tax returns and Agency letters with an accountant, address coding and other issues impacting preparation of returns, assist in the development of new policies and procedures to address improvements and changes, review tax returns for accounts administered, assist other team members to help ensure timely preparation and review of all returns is completed.
- Lead and/or participate in projects as a subject matter authority (e.g., IRA development, coordination with Financial Planning, system conversions, team process improvements, etc.).
The right Trust Officer candidate will take over an existing portfolio of clients to help service and grow!
Contact your local North Dakota banking recruiter, Joe Albert to learn more about this Trust Officer position and other banking opportunities throughout the state.
Joe Albert
Senior Search Consultant | gpac
To be considered, please apply with a resume. You can email me directly at: joe.albert@gogpac.com
Follow me on Linkedin: Joe Albert
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
- 2 Days Ago
Trust Officer
- gpac
-
Watford, ND
FULL_TIME
- This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust ac...
- 4 Days Ago
Trust Officer
- gpac
-
Alexander, ND
FULL_TIME
- This role is for a banking professional to service trusts and investments. This is a relationship-based role, where customers can span generations. This role can service private and corporate trust ac...
- 4 Days Ago
Trust Analyst
- Ascensus LLC
-
Fargo, ND
FULL_TIME
- Section 1: Position Summary Responsible for supporting the team in providing a high level of service to both internal and external clients while dealing with complicated or escalated issues; provide t...
- 17 Days Ago
Zero Trust Architect
- Syms Strategic Group, LLC (SSG)
-
Fargo, ND
FULL_TIME
- Syms Strategic Group (SSG) is seeking a talented Zero Trust ArchitectDepartment: Veterans AffairsLocation: RemoteType: Full TimeMin. Experience: ExperiencedSecurity Clearance Level: Public Trust (MBI)...
- Just Posted
Trust estate associate
- Fredrikson & Byron P.A.
-
Fargo, ND
FULL_TIME
- Who We Are Fredrikson is the premier Midwest-based law firm working collaboratively to help businesses achieve their goals regionally, nationally, and globally. Overview We are seeking candidates with...
- 11 Days Ago
Trust Clerk jobs at Popular Companies
Administrative Support
- Staffmark Group
-
Dearborn, MI
- It is a dynamic and energized time within Marketing at OEM. In support of our OEM+ plan, we have outlined a renewed visi...
- 6/1/2024 12:00:00 AM
Administrative Support Clerk
- KACE
-
Dulles, VA
- **THIS POSITION IS CONTINGENT UPON AWARD OF CONTRACT** TITLE: Administrative Support Clerk LOCATION: Dulles, VA and Fort...
- 5/31/2024 12:00:00 AM
Administrative Support Specialist
- CF Industries Employee Services LLC
-
Sergeant Bluff, IA
- At CF Industries, our mission is to provide clean energy to feed and fuel the world sustainably. Our employees are focus...
- 5/30/2024 12:00:00 AM
Administrative Support
- New York Institute of Technology
-
Jonesboro, AR
- Overview New York Institute of Technology's six schools and colleges offer undergraduate, graduate, and professional deg...
- 5/29/2024 12:00:00 AM
Office Clerk/Administrative Assistant
- DION GENERATOR SOLUTIONS INC
-
Miami, FL
- Job Description Job Description Answer phones and route them accordingly Answer general inquiries from potential custome...
- 5/29/2024 12:00:00 AM
Accounting Administrative Support
- DUNEDIN FLOORS AND GRANITE
-
Dunedin, FL
- Job Description Job Description We are looking for a responsible Administrative Assistant to perform a variety of accoun...
- 5/29/2024 12:00:00 AM
Administrative Support Specialist
- Securitas Inc.
-
Spokane, WA
- Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
- 5/9/2024 12:00:00 AM
Administrative Support Specialist
- Securitas Inc.
-
Spokane Valley, WA
- Administrative Support Specialist - Now Hiring! Location: Spokane Valley, WA Starting Pay: $18.00-$20.00/hour Schedule: ...
- 5/9/2024 12:00:00 AM
About North Dakota
North Dakota is a Midwestern state of the United States. It borders Canada and lies at the center of the North American continent. The geographic center of North America is near the town of Rugby. Bismarck is the capital of North Dakota, and Fargo is the largest city.
Soil is North Dakota's most precious resource. It is the base of the state's great agricultural wealth. But North Dakota also has enormous mineral resources. These mineral resources include billions of tons of lignite coal. In addition, North Dakota has large oil reserves. Petroleum was discovered in the state in 1951 and quickly...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$35,871 to $42,822
Most Popular Cities in North Dakota for Trust Clerk Jobs
What does a Trust Clerk do?
Trust Clerk in Flagstaff, AZ
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January 28, 2020
Trust Clerk in Juneau, AK
See the Future Outlook and Educational Requirements for "TRUST-VAULT CLERK".
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Trust Clerk in Mcallen, TX
In The Clarence Thomas Takeover, a comprehensive and well-argued Slate piece (that’s being gleefully circulated among Thomas clerks right now), Lithwick and Stern make a strong case for the dominance of the CT clerk mafia.
February 12, 2020