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1 Trust Administrator Job in Johnston, RI

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Veterans Sourcing Group
Johnston, RI | Contractor | Temporary
$81k-103k (estimate)
2 Months Ago
Trust Administrator
$81k-103k (estimate)
Contractor | Temporary | Business Services 2 Months Ago
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Veterans Sourcing Group is Hiring a Trust Administrator Near Johnston, RI

REQUIREMENT DETAILS

Job Title: Trust Operations /Trust Administrator
Location: Johnston, RI- ONSITE
Pay Rate: $31/hr on W2
Duration: 6-month contract with extension / conversion to Perm

Hours per Week: 40 hours

Manager’s Notes:

  • Department: Fiduciary trust department (trust officers and associates in a few parts of the country)
  • Why is this role open? A few people having babies for 16 weeks - this is to support trust associates and trust officers.
  • What will they be doing? Filing into a certain system, mailings, bulk mailings for charitable portions, someone who is a quick learner- they use 6-8 different programs.
  • MS Office Suite is important - excel (they will be doing reports, formatting), word, PowerPoint, etc.
  • Some phone calls- not customer related. More like obtaining things from certain companies.
  • Must have some type of admin work or HR experience or at least in an office setting, can have HS Diploma
  • 1 round of interviews
  • Don't need to have financial services experience.
  • There is also a trust associate position open - there is a chance this role can move into that role. It would be more likely for this to happen if this person had a bachelor’s degree and financial services experience.
  • Someone who is driven and willing to learn.

Description:

  • Covering workload caused by LOA's of existing colleagues.
  • Assist officers and trust associates in managing trust assets for beneficiaries including:
  • Processing mailings of checks, letters, and other client correspondence.
  • Updating and creating excel spreadsheets for the team.
  • Amending and Revising word documents and client letters.
  • Scanning and uploading daily work, mail, and other misc. documents to the secure file storage application.
  • Running monthly reports for the team members.
  • Responsible for sending account documents/files to Iron Mountain
  • Original Document Box – organize and send to Vault or Iron Mt.
  • Assisting teams with account maintenance including scrubbing projects.
  • Various outbound calls
  • Non recorded line matters
  • Filling out basic information on internal forms

Job Types: Contract, Temporary

Pay: $31.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance

Schedule:

  • 8 hour shift

Work Location: In person

Job Summary

JOB TYPE

Contractor | Temporary

INDUSTRY

Business Services

SALARY

$81k-103k (estimate)

POST DATE

03/05/2024

EXPIRATION DATE

06/29/2024

WEBSITE

theclgrp.com

HEADQUARTERS

NEW YORK, NY

SIZE

<25

FOUNDED

2006

REVENUE

<$5M

INDUSTRY

Business Services

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About Veterans Sourcing Group

Welcome to the Veterans Souring Group company profile. Veterans Sourcing Group (VSG) is a Service Disabled Veteran Owned Small Business SDVOSB. Veterans Sourcing Group was formed to honor our Heroes by enabling Veterans to find employment and assisting companies, large and small, to gain access to Veterans. Today, the US Military Veteran returning from active duty abroad is increasingly being shut out of IT Jobs due to off shoring, lack of experience, lack of training or a combination of both. The Veterans Sourcing Group solution combines the talents of the C&L Group professionals who current...ly compete with the Indian Outsourcers with the veteran experiences of its JV partner to provide the necessary training, coaching, guidance and placement services to our Veterans to locate and succeed in these high tech jobs. Veterans Sourcing Group, a SDVOB designated firm, is in position to receive preferential treatment by Industry and Government in the award of contracts that may otherwise have gone offshore. Companies with active Diversity Programs are able to include VSG spend and or staff augmentation headcount in fulfillment of their diversity and minority goals as a result of our 51% ownership by a Service Disabled Veteran. The Veterans Sourcing Groups motto, Keeping American Jobs for American Vets, is designed to not only be a catchy phrase but to honor the service of our nations best, the Veterans. We focus on developing needed partnerships by reaching out to the Public and Private Sectors and the US Government through agencies such as the Veterans Administration to get them to share in its Vision and Goals. More
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The following is the career advancement route for Trust Administrator positions, which can be used as a reference in future career path planning. As a Trust Administrator, it can be promoted into senior positions as a Trust Operations Team Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust Administrator. You can explore the career advancement for a Trust Administrator below and select your interested title to get hiring information.