Top 100 Enrollment advisor Jobs in Phoenix Az

Trust & Estate Settlement Advisor
Busey Bank —Phoenix, AZ
- $98,000 - $127,055 a year
- Full-time
- Microsoft Outlook
- CPA
- 5 years
- Profit sharing
- Wellness program
Quick Apply
Entry-Level Account Manager
MG Health Insurance Advisors —Phoenix, AZ
- $98,000 - $113,000 a year
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Junior Account Executive l Entry Level
MG Health Insurance Advisors —Scottsdale, AZ
- $114,000 - $123,000 a year
- Full-time
- Background check
- No experience needed
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Health Coverage Consultant
MG Health Insurance Advisors —Scottsdale, AZ
- $87,000 - $93,000 a year
- Full-time
- Background check
- High school diploma or GED
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Medicare Advantage Agent
Advocate Health Advisors —Arizona
- $45,000 - $80,000 a year
- Part-time
- Remote
- Driver's License
- Communication skills
- Entry level
Quick Apply
Benefits Advisor
Gusto, Inc. —Phoenix, AZ
- $80,835 - $99,025 a year
- Full-time
- Mid-level
- Office
- Fair chance
- Health savings account
- Dental insurance
Quick Apply
Admissions Advisor
Smith Chason College | WCUI School of Medical Imaging | Smith Chason School of Nursing —Phoenix, AZ
- $24.04 - $31.25 an hour
- Research
- Mid-level
- Analysis skills
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Enrollment Advisor
United States University —Phoenix, AZ
- $24 - $26 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Computer literacy
- Office
- Health savings account
- Disability insurance
Quick Apply
Client Service Representative II
Openforce —Scottsdale, AZ
- Full-time
- Remote
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Employee Benefits - Associate
Panorama Insurance Associates —Scottsdale, AZ
- $60,000 - $72,000 a year
- Full-time
- Hybrid work
- HIPAA
- 3 years
- Analysis skills
- Commuter assistance
- Health savings account
Quick Apply
College Admissions Representative (On-site in North Phoenix)
Arizona College of Nursing —Phoenix, AZ
- Full-time
- Writing skills
- High school diploma or GED
- University
- Paid holidays
- Health insurance
Health & Safety Advisor
CULTURAL EXPERIENCES ABROAD LLC —Phoenix, AZ
- $48,000 - $52,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Residential
- Paid parental leave
- Paid holidays
Quick Apply
Human Resources Business Advisor (HR Officer)
City of Phoenix —Phoenix, AZ
- $86,590.40 - $127,920.00 a year
- Online Application
- Writing skills
- Mid-level
- Office
- Commuter assistance
- Paid parental leave
2d
Academic Advisor
South Mountain Community College —Phoenix, AZ
- $52,525 - $68,282 a year
- 8 hour shift
- Management
- Bachelor of Science
- Mid-level
- Wellness program
- 403(b) matching
1d
Admissions Advisor
University of Advancing Technology —Tempe, AZ
- $50,000 - $61,000 a year
- Full-time
- Mid-level
- Residential
- University
- Store discount
- AD&D insurance
Quick Apply
Enrollment Manager - Site Specialists
CULTURAL EXPERIENCES ABROAD LLC —Phoenix, AZ
- From $70,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Paid holidays
Quick Apply
Student Srvcs Analyst-Navigator of Enrollment-(Mulitple Positions)
Mesa Community College —Mesa, AZ
- $52,525 - $68,282 a year
- 8 hour shift
- Spanish
- Microsoft Outlook
- Computer literacy
- Wellness program
- 403(b) matching
AVP, Regional Client Relations
Voya Financial —Phoenix, AZ
- $136,560 - $170,700 a year
- Full-time
- 6 years
- Bachelor's degree
- Recruiting
- Paid holidays
- Health insurance
Partner Account Manager
Hewlett Packard Enterprise —Phoenix, AZ
- $146,000 - $343,000 a year
- Full-time
- Writing skills
- Bachelor's degree
- Fair chance
Urgently Hiring - Enrollment Advisors - $25.00
AWG, Inc. —Mesa, AZ
- $25 an hour
- Urgently hiring
- Sales
- Mid-level
- Organizational skills
Quick Apply

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enrollment advisor jobs near phoenix az

Trust & Estate Settlement Advisor

Busey Bank -
Phoenix, AZ

Quick Apply

Job Details

Full-time
$98,000 - $127,055 a year

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Employee relationship building
Bachelor's degree

Full Job Description

Position Summary

The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement.

Duties & Responsibilities

Effectively oversee, manage and support postmortem trust and estate settlement account administration within Wealth Management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles.
Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners.
Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration, including maintaining client files, preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to clients’ concerns and needs.
Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations.
Collaborate with Fiduciary Advisors to effectively manage client expectations, create a great client experience and participate in relationship retention efforts.
Responsible for outreach to the Wealth Management, Commercial and Retail teams for internal educational opportunities and sales opportunities by active promotion of Trust and Estate Settlement services.
Participate in development and implementation of Trust and Estate Settlement Services policies and procedures.

Education & Experience

Knowledge Of:

Technical expertise on federal and state estate tax, and postmortem administration of trusts and estates
Strong verbal and written communication skills
Excellent time management skills
Proven relationship management and team building capabilities
High-level sales, presentation and client service expertise
Standard business systems, including but not limited to trust accounting systems, Microsoft Office and Outlook

Ability To:

Analyze and interpret governing trust and/or estate documents, professional journals, technical procedures, governmental regulations and federal and state statutes.
Make confident independent decisions and provide timely client follow-up
Promote teamwork and collaboration across all areas of Wealth Management
Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
On-going development and broadening of appropriate knowledge and skills
Travel as needed

Education and Training:

Requires a four-year college degree. JD highly preferred. Tax LLM and/or CPA a plus. Completion or enrollment in desirable wealth management designations, including MBA, CFP ®, CFA, and/or CTFA a plus.
At least 5 years of significant experience in trust and estate settlement required.
Demonstrated experience and understanding of wealth management solutions including
investments, banking and trust concepts including, but not limited to asset allocation, advanced estate planning, retirement plans, insurance, and identification/implementation of additional wealth planning opportunities.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $98,000 - $127,055/year)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

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Refine Your Search

enrollment advisor jobs in phoenix az

Trust & Estate Settlement Advisor

Entry-Level Account Manager

Junior Account Executive l Entry Level

Health Coverage Consultant

Medicare Advantage Agent

Benefits Advisor

Admissions Advisor

Enrollment Advisor

Client Service Representative II

Employee Benefits - Associate

College Admissions Representative (On-site in North Phoenix)

Health & Safety Advisor

Human Resources Business Advisor (HR Officer)

Academic Advisor

Admissions Advisor

Enrollment Manager - Site Specialists

Student Srvcs Analyst-Navigator of Enrollment-(Mulitple Positions)

AVP, Regional Client Relations

Partner Account Manager

Urgently Hiring - Enrollment Advisors - $25.00

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