Manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. Typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work.
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If you would like to work for a growing company that has an affirming culture supported by its published core values, invests liberally in employee learning and development, has fun employee meetings, outings and employee recognition programs, supports local non-profits and community service activities, is a great group of people to interact with every day, and has competitive pay and outstanding benefits. Old North State Trust. may be the right ...
ABOUT THE JOB. The Trust Administrator has the administrative responsibility for opening new accounts, working with Account Managers to administer the accounts, coordinating client transactional activity, supporting the audit and exam processes, overseeing the closing of accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES. Include the following. Other duties may be requested and / or assigned. Regular and predictable attendance is an essential functi...
Why Everstory. At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support. We also believe that grief is not a problem to be solved or a b...
A strong financial organization is actively seeking a dynamic and experienced Trust Administrator to join its team. The ideal Trust Administrator will have 2-5 years of experience working with a reputable trust department or company. This role involves managing trust accounts, ensuring compliance with regulations, and providing exceptional client service. This is a great opportunity for the right Trust Administrator to continue to grow their care...
A strong financial organization is actively seeking a dynamic and experienced Trust Administrator to join its team. The ideal Trust Administrator will have 2-5 years of experience working with a reputable trust department or company. This role involves managing trust accounts, ensuring compliance with regulations, and providing exceptional client service. This is a great opportunity for the right Trust Administrator to continue to grow their care...