... SunGard AddVantage or similar trust accounting software preferred. Core Competencies • Client Service Excellence • Attention to Detail • Organization & Time Management • Administrative ...
... SunGard AddVantage or similar trust accounting software preferred. Core Competencies • Client Service Excellence • Attention to Detail • Organization & Time Management • Administrative ...
GIS Coordinator
East Point, GA · On-site
$74K - $115K/yr
GISP or other related industry certifications preferred; 2-5 years experience with asset management systems such as Cityworks/Freeance Mobile, iWorQ, SunGard or other systems; and diagnosing and ...
GIS Coordinator
East Point, GA · On-site
$74K - $115K/yr
GISP or other related industry certifications preferred; 2-5 years experience with asset management systems such as Cityworks/Freeance Mobile, iWorQ, SunGard or other systems; and diagnosing and ...
Experience using Quest CE, SunGard/FIS, Pershing NetX360 and other third-party vendor systems. * Helpful: * Registered representative or branch administrative background or Broker-Dealer operations ...
Experience using Quest CE, SunGard/FIS, Pershing NetX360 and other third-party vendor systems. * Helpful: * Registered representative or branch administrative background or Broker-Dealer operations ...
Trust Accounting Systems * CRM software Experience with SunGard AddVantage or similar trust accounting software preferred. Core Competencies * Client Service Excellence * Attention to Detail
Quick apply
Trust Accounting Systems * CRM software Experience with SunGard AddVantage or similar trust accounting software preferred. Core Competencies * Client Service Excellence * Attention to Detail
Experience with treasury technology ecosystems, including SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience supporting proposals, business development efforts, or go-to-market initiatives ...
Experience with treasury technology ecosystems, including SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience supporting proposals, business development efforts, or go-to-market initiatives ...
Manager, Private Equity & FoF Accounting
Walnut Creek, CA · Hybrid
$90K - $175K/yr
Sungard Investran experience a plus Join SS&C, where innovation meets global opportunities. Click here to apply. #LI-HW1 #LI-Hybrid #CA-HW Unless explicitly requested or approached by SS&C ...
Manager, Private Equity & FoF Accounting
Walnut Creek, CA · Hybrid
$90K - $175K/yr
Sungard Investran experience a plus Join SS&C, where innovation meets global opportunities. Click here to apply. #LI-HW1 #LI-Hybrid #CA-HW Unless explicitly requested or approached by SS&C ...
Experience with SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience using Power BI, Tableau, or other data visualization tools * Experience supporting proposals, internal initiatives, or ...
Experience with SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience using Power BI, Tableau, or other data visualization tools * Experience supporting proposals, internal initiatives, or ...
Experience with SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience using Power BI, Tableau, or other data visualization tools * Experience supporting proposals, internal initiatives, or ...
Experience with SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience using Power BI, Tableau, or other data visualization tools * Experience supporting proposals, internal initiatives, or ...
Associate Research Administrator
Los Angeles, CA · On-site
$43 - $51.87/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Associate Research Administrator
Los Angeles, CA · On-site
$43 - $51.87/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Associate Research Administrator
$43 - $51.87/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Associate Research Administrator
$43 - $51.87/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Assistant Research Administrator
San Diego, CA · On-site
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Assistant Research Administrator
San Diego, CA · On-site
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Experience using Quest CE, SunGard/FIS, Pershing NetX360 and other third-party vendor systems. * Helpful: * Registered representative or branch administrative background or Broker-Dealer operations ...
Experience using Quest CE, SunGard/FIS, Pershing NetX360 and other third-party vendor systems. * Helpful: * Registered representative or branch administrative background or Broker-Dealer operations ...
Assistant Research Administrator
Los Angeles, CA · On-site
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Assistant Research Administrator
Los Angeles, CA · On-site
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Assistant Research Administrator
San Diego, CA · On-site
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Assistant Research Administrator
San Diego, CA · On-site
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Assistant Research Administrator
Los Angeles, CA · On-site
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Assistant Research Administrator
Los Angeles, CA · On-site
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Senior Trust Manager
Brentwood, TN · On-site
Word, Excel, PowerPoint, Outlook and Access • Experience with SunGard Advantage or Fidelity IWS platforms are a plus • Excellent communication skills to confer with a beneficiary, client and ...
Senior Trust Manager
Brentwood, TN · On-site
Word, Excel, PowerPoint, Outlook and Access • Experience with SunGard Advantage or Fidelity IWS platforms are a plus • Excellent communication skills to confer with a beneficiary, client and ...
Experience with SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience using Power BI, Tableau, or other data visualization tools * Experience supporting proposals, internal initiatives, or ...
Experience with SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience using Power BI, Tableau, or other data visualization tools * Experience supporting proposals, internal initiatives, or ...
Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius) * Knowledge of Application Programming Interface (API) functionality * Experience with ...
Quick apply
Knowledge of one or more plan document drafting systems (e.g., FT William, Datair, ASC, Sungard Relius) * Knowledge of Application Programming Interface (API) functionality * Experience with ...
Experience with SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience using Power BI, Tableau, or other data visualization tools * Experience supporting proposals, internal initiatives, or ...
Experience with SAP, PeopleSoft, Reval, Wall Street, or SunGard * Experience using Power BI, Tableau, or other data visualization tools * Experience supporting proposals, internal initiatives, or ...
Assistant Research Administrator
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Assistant Research Administrator
$36.94 - $47/hr
Outlook, SPSS, Visio, and SunGard. Experience in creating and analyzing statistical reports. Must be able to utilize computer technology to access data, maintain records and generate reports. Proven ...
Sungard information
See salary details
$9.38 - $13.11
10% of jobs
$15.29 is the 25th percentile. Wages below this are outliers.
$13.11 - $16.85
25% of jobs
The median wage is $18.39 / hr.
$16.85 - $20.59
35% of jobs
$22.25 is the 75th percentile. Wages above this are outliers.
$20.59 - $24.32
9% of jobs
$24.32 - $28.06
5% of jobs
$28.06 - $31.80
4% of jobs
$31.80 - $35.53
4% of jobs
$35.53 - $39.27
3% of jobs
$39.27 - $43.01
2% of jobs
$43.01 - $46.74
0% of jobs
$46.74 - $50.48
1% of jobs
$9
$22
$50
How much do sungard jobs pay per hour?
What skills and qualifications are needed to thrive as a Sungard professional?
What challenges do Sungard professionals face in managing complex IT infrastructure for clients?
What is the difference between Sungard vs Data Analyst?
| Aspect | Sungard | Data Analyst |
|---|---|---|
| Required Credentials | IT certifications, relevant degrees | Statistics, data analysis, IT or related degrees |
| Work Environment | Financial services, technology firms | Various industries, corporate offices, remote options |
| Employer & Industry Usage | Financial institutions, software providers | Business, healthcare, finance, tech sectors |
Sungard primarily refers to a technology and software provider specializing in financial and enterprise solutions, while Data Analysts focus on interpreting data to inform business decisions across multiple industries. Although both roles involve technology, Sungard roles are more technical and software-focused, whereas Data Analysts emphasize data interpretation and reporting. Understanding these differences helps job seekers target the right roles based on their skills and career goals.
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Full-time
Posted 25 days ago
Job description
The Trust Administrative Assistant plays an important role in ensuring efficient operations, regulatory compliance, and a superior client experience while maintaining the highest standards of confidentiality, professionalism, and accuracy.
Duties/Responsibilities to be performed with or without accommodation.
Essential Responsibilities
Client Service & Relationship Support
- Serve as a primary administrative contact for clients, beneficiaries, attorneys, CPAs, financial advisors, and internal business partners.
- Respond to routine client inquiries and coordinate requests with Trust Officers.
- Schedule client meetings and prepare meeting materials.
- Assist with follow-up communications and documentation.
- Deliver exceptional client service while maintaining confidentiality and professionalism.
Trust Administration Support
- Provide administrative support for the administration of personal trusts, irrevocable trusts, revocable trusts, charitable trusts, estate accounts, investment management accounts, guardianships, conservatorships, and agency relationships.
- Prepare documentation necessary to establish new fiduciary accounts.
- Assist with account openings, account maintenance, account modifications, and account closures.
- Coordinate account documentation with internal departments and external professionals.
- Process account maintenance requests and administrative transactions.
- Monitor outstanding documentation and follow up as appropriate.
Documentation & Compliance
- Prepare and review trust account documentation for completeness and accuracy.
- Maintain electronic and physical client files in accordance with company policies.
- Assist with fiduciary documentation, correspondence, committee materials, and regulatory requests.
- Ensure documentation complies with internal policies, fiduciary standards, and regulatory requirements.
- Maintain document retention in accordance with company policy.
Account Administration
- Assist with:
- Cash requests
- Distributions
- Asset transfers
- Client correspondence
- Tax documentation
- Beneficiary information updates
- Account maintenance
- Investment account paperwork
- Coordinate workflow with Operations, Investments, Compliance, and Trust Accounting.
Office & Administrative Support
- Answer department telephone calls.
- Manage calendars and meeting schedules.
- Coordinate travel arrangements as needed.
- Order office supplies.
- Prepare reports and correspondence.
- Support departmental projects and initiatives.
- Assist with training materials and procedure documentation.
Technology & Records Management
- Maintain accurate client information within trust accounting systems.
- Scan, index, upload, and archive documents.
- Utilize document management systems efficiently.
- Assist with system updates and data quality initiatives.
Team Collaboration
- Partner with Trust Officers, Portfolio Managers, Trust Accountants, Operations, Compliance, and Investment personnel to ensure timely and accurate service delivery.
- Support continuous process improvement initiatives.
- Participate in departmental meetings and training program
Requirements
Education
• High School Diploma or GED required.
• Associate's Degree in Business, Finance, Accounting, Legal Studies, or related field preferred.
• Bachelor's Degree is a plus.
Experience
• 1-3 years of administrative experience in trust administration, banking, wealth management, legal services, or financial services preferred.
• Experience supporting fiduciary account administration preferred.
• Life insurance trust administration experience is a plus.
Technical Skills
Proficiency with:
• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Adobe Acrobat
• Document Management Systems
• Trust Accounting Systems
• CRM software
Experience with SunGard AddVantage or similar trust accounting software preferred.
Core Competencies
• Client Service Excellence
• Attention to Detail
• Organization & Time Management
• Administrative Accuracy
• Confidentiality
• Written & Verbal Communication
• Relationship Building
• Problem Solving
• Teamwork
• Professionalism
• Adaptability
• Initiative
Success Measures
Performance is evaluated on:
• Accuracy of documentation
• Client service responsiveness
• Timeliness of account processing
• Compliance with policies and procedures
• Quality of administrative support
• Team collaboration
• Organization and workflow management
• Attendance and reliability
• Continuous process improvement
Regular Attendance (Position in on-site)
Work Environment and Physical Demands
• Moderate noise (business office with computers, phone, printers, light traffic)
• Ability to sit at a computer for an extended period.
• Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone.
• Specific vision abilities include close vision requirements due to computer work.
• Prolonged periods of sitting and computer use.
• Occasional lifting of files or office materials up to 20 pounds.
• Ability to communicate effectively with clients and coworkers.
• Regular and reliable on-site attendance is an essential function of the position.
Midwest Trust Company is an Equal Opportunity Employer