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)
Trust Administrator
Job Function: Administer an existing portfolio of trust, investment management, IRA and other related accounts in conformity with current laws, regulations and policies. Establish and maintain effective communication and relationship management with clients and their advisors to effectuate the account’s objectives. Collaborate with our internal partners to coordinate all aspects related to investment and financial planning matters as a cohesive team.
Essential Duties and Responsibilities:
Job Qualifications/ Required Skills and Abilities: