Hendersonville, TN · On-site
$60 - $110/hr
Careers At UniTrust Financial Group Current job opportunities are posted here as they become available. Location: Remote (Work From Home) Schedule: Flexible Hours | Full-Time Only At InsuraTec ...
Hendersonville, TN · On-site
$60 - $110/hr
Careers At UniTrust Financial Group Current job opportunities are posted here as they become available. Location: Remote (Work From Home) Schedule: Flexible Hours | Full-Time Only At InsuraTec ...
Carrollton, TX · On-site
$50 - $120/hr
Careers At UniTrust Financial Group Current job opportunities are posted here as they become available. Location: Remote (Work From Home) Schedule: Flexible Hours | Full-Time Only At InsuraTec ...
Carrollton, TX · On-site
$50 - $120/hr
Careers At UniTrust Financial Group Current job opportunities are posted here as they become available. Location: Remote (Work From Home) Schedule: Flexible Hours | Full-Time Only At InsuraTec ...
Hattiesburg, MS · On-site
$60 - $120/hr
Careers At UniTrust Financial Group Current job opportunities are posted here as they become available. Location: Remote (Work From Home) Schedule: Flexible Hours | Full-Time Only At InsuraTec ...
Hattiesburg, MS · On-site
$60 - $120/hr
Careers At UniTrust Financial Group Current job opportunities are posted here as they become available. Location: Remote (Work From Home) Schedule: Flexible Hours | Full-Time Only At InsuraTec ...
$175K - $220K/yr
Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...
$175K - $220K/yr
Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...
Montgomery, NY · On-site
$175K - $220K/yr
Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...
Montgomery, NY · On-site
$175K - $220K/yr
Compute trustee commissions, unitrust/annuity payments, and tax estimates * Support the final settlement and closure of trusts and estates * Interpret governing trust documents to ensure proper ...
Wilmington, DE · On-site
Calculate Annual CRT, Unitrust, and Power to adjust distributions. * Monitors account activity ensuring compliance with established policies, procedures, rules, and regulations. * Partners with ...
Quick apply
Wilmington, DE · On-site
Calculate Annual CRT, Unitrust, and Power to adjust distributions. * Monitors account activity ensuring compliance with established policies, procedures, rules, and regulations. * Partners with ...
Newark, NJ · On-site
$63K - $102K/yr
... unitrust payments to planned giving donors - Manages accurate filing of confidential financial documents with state agencies such as the Department of Treasury to provide supplemental information ...
Newark, NJ · On-site
$63K - $102K/yr
... unitrust payments to planned giving donors - Manages accurate filing of confidential financial documents with state agencies such as the Department of Treasury to provide supplemental information ...
San Francisco, CA · On-site
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
San Francisco, CA · On-site
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Manhattan, NY · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Manhattan, NY · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
San Francisco, CA · On-site
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
San Francisco, CA · On-site
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Franklin, TN · On-site
$134K - $135K/yr
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments. * Coordinate tax-related activities, including facilitating tax payments ...
Franklin, TN · On-site
$134K - $135K/yr
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments. * Coordinate tax-related activities, including facilitating tax payments ...
Franklin, TN · On-site
$131K - $132K/yr
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments. * Coordinate tax-related activities, including facilitating tax payments ...
Franklin, TN · On-site
$131K - $132K/yr
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments. * Coordinate tax-related activities, including facilitating tax payments ...
Franklin, TN · On-site +1
$131K - $132K/yr
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments. * Coordinate tax-related activities, including facilitating tax payments ...
Franklin, TN · On-site +1
$131K - $132K/yr
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments. * Coordinate tax-related activities, including facilitating tax payments ...
San Francisco, CA · On-site
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
San Francisco, CA · On-site
$135K - $185K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Franklin, TN · On-site +1
$131K - $132K/yr
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments. * Coordinate tax-related activities, including facilitating tax payments ...
Franklin, TN · On-site +1
$131K - $132K/yr
Ensure timely execution of required distributions, including income, annuity, unitrust, interest, and other fixed payments. * Coordinate tax-related activities, including facilitating tax payments ...
$65K - $90K/yr
Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...
$65K - $90K/yr
Calculate Unitrust, total return, and other payments to trust beneficiaries. * Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. * Provide ...
Manhattan, NY · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Manhattan, NY · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Manhattan, NY · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Manhattan, NY · On-site
$100K - $150K/yr
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Naples, FL · On-site
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
Naples, FL · On-site
Coordinate annual unitrust payments and private foundation grant payments with tax department. * Process gifts to charity and family. Prepare and send Crummey letters as appropriate. * Coordinate ...
$33K - $38.1K
2% of jobs
$38.1K - $43.2K
9% of jobs
$48.2K is the 25th percentile. Wages below this are outliers.
$43.2K - $48.3K
14% of jobs
$48.3K - $53.4K
17% of jobs
The median wage is $56.3K / yr.
$53.4K - $58.5K
14% of jobs
$58.5K - $63.5K
14% of jobs
$66.5K is the 75th percentile. Wages above this are outliers.
$63.5K - $68.6K
9% of jobs
$68.6K - $73.7K
8% of jobs
$73.7K - $78.8K
6% of jobs
$78.8K - $83.9K
4% of jobs
$83.9K - $89K
2% of jobs
$33K
$59.7K
$89K
A Unitrust job typically refers to a role within a financial or legal organization that deals with unitrusts, a type of trust that pays beneficiaries a fixed percentage of the trust's value annually. Professionals in this role may work in estate planning, trust management, or financial advising, helping clients establish and manage their unitrusts. Responsibilities often include investment oversight, compliance with legal requirements, and ensuring proper distribution of funds to beneficiaries.
Professionals in a Unitrust role typically oversee the administration of unitrust accounts, ensuring distributions are handled accurately, and maintain compliance with regulatory and client guidelines. Daily tasks often include reviewing trust documentation, coordinating with investment advisors, preparing detailed reports, and responding to inquiries from beneficiaries or legal representatives. You may also be responsible for monitoring asset performance, updating account records, and supporting estate planning initiatives. This role involves frequent collaboration with legal, tax, and investment professionals, offering a dynamic and client-focused work environment. Mastery of these tasks helps build strong client relationships and ensures the integrity and growth of trust assets.
To thrive in a Unitrust role (such as a Unitrust Officer or Trust Administrator), you need a strong understanding of fiduciary principles, trust administration, and wealth management practices, often supported by a degree in finance, law, or a related field. Familiarity with trust accounting systems, estate planning software, and regulations governing trust entities is typically required, and professional certifications such as CTFA (Certified Trust and Fiduciary Advisor) are valuable. Attention to detail, strong organizational skills, and excellent communication abilities are vital for managing complex trust relationships and collaborating with clients and legal professionals. These competencies ensure accurate administration, regulatory compliance, and high-quality service delivery to beneficiaries and clients.
States with the most job openings for Unitrust jobs include:
The top searched job categories for Unitrust jobs are:
$60 - $110/hr
Other
This job post has expired today. Applications are no longer accepted.
A great place to work.
Careers At UniTrust Financial GroupCurrent job opportunities are posted here as they become available.
Location: Remote (Work From Home)
Schedule: Flexible Hours | Full-Time Only
At InsuraTec Services Group, we specialize in providing top-tier life insurance and financial protection solutions to families across the country. Our mission is rooted in integrity, transparency, and empowerment. We are committed to creating a diverse and supportive environment where driven individuals can thrive in a remote sales career.
As a Virtual Sales Executive, you’ll guide clients through important financial decisions – all from the comfort of your home.
What You'll DoConnect with clients via virtual appointments to understand their needs and recommend insurance solutions.
Use company-provided warm leads – absolutely no cold calling or door-to-door sales.
Complete our step-by-step training program and obtain your state life insurance license (if not already licensed).
Deliver exceptional client service and provide follow-up support.
Set and meet personal goals with independence and discipline.
Uphold our standards of honesty, professionalism, and client-first focus.
No previous insurance experience needed – we provide all the training and tools.
Self-motivated, coachable, and ambitious individuals.
Strong communication and interpersonal skills.
Comfortable working in a 100% remote environment with a flexible full-time schedule.
Committed to upholding an inclusive and ethical work culture.
What We OfferInsuraTec Services Group is proud to be an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment where all individuals are respected and empowered, regardless of race, religion, gender, identity, age, or background.
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Finance and insurance
501 - 1,000 Employees
Yulee, FL, US
2016
