Client Support Specialist – Trust & Estate Administration

Cypress Bank & Trust; Cypress (FL); On-site; USD 50,000 - 75,000; Full time

Job summary

Cypress Bank & Trust in Vero Beach, FL is seeking a highly organized Client Support Specialist to back the Trust and Investment Management team, focusing on trust administration and estate settlement. The role suits those with experience in trust administration, probate, banking, or as a paralegal, and thrives in a fast-paced, teamwork-driven environment.

The position blends relationship-focused client support with detailed administrative work, requiring strong communication, multitasking, and a

Qualifications

• Experience in trust administration, estate settlement, probate, banking, legal services, or a related field.
• Paralegal or legal assistant experience is a plus.
• Strong organizational and multitasking skills.
• Detail-oriented with excellent follow-through.
• Strong communication and client service skills.
• Positive, professional attitude and willingness to help wherever needed.
• Ability to work effectively with multiple people and competing priorities.

Responsibilities

• Support Trust Officers with trusts, estates, guardianships, and fiduciary accounts.
• Assist with estate settlement, asset collection, account maintenance, distributions, and documentation.
• Coordinate with clients, beneficiaries, attorneys, accountants, and internal team members.
• Prepare correspondence, reports, forms, and account paperwork.
• Track deadlines, follow up on outstanding items, and maintain accurate records.
• Manage multiple priorities while supporting several team members.
• Travel between Cypress Bank & Trust locations as needed.

Skills

Trust administration

Estate settlement

Probate

Banking

Legal services

Paralegal experience

Job description

Location: Vero Beach, FL

Job Id:210

# of Openings:1

Join Florida Trend's #1 Medium-Sized Best Company to Work For. At Cypress Bank & Trust, The Cypress Way guides everything we do, from how we serve our clients to how we support one another. As a growing boutique bank serving high-net-worth individuals, families, and businesses, we offer a collaborative culture, opportunities for professional growth, and the chance to make a meaningful impact. If you're looking to build your career with a team that values integrity, independent thinking, and excellence, we'd love to meet you.

At Cypress Bank & Trust, we believe exceptional results start with exceptional people. Guided by The Cypress Way, our culture is built on integrity, independent thinking, teamwork, and a commitment to excellence. We're proud to have recently been recognized as the #1 Medium-Sized Best Places to Work, a reflection of our people-first culture and shared dedication to serving our clients and communities. As we continue to expand, we're looking for talented individuals who want to be part of a high-performing team where their contributions truly make an impact.

We are seeking a highly organized and service-oriented Client Support Specialist to support our Trust and Investment Management team, with a focus on trust administration and estate settlement.

This role is ideal for someone with experience in trust administration, probate, estate settlement, banking, wealth management, or as a paralegal. The successful candidate will thrive in a fast-paced environment, enjoy supporting multiple professionals, and bring a positive attitude to every interaction.

Responsibilities

• Support Trust Officers with trusts, estates, guardianships, and fiduciary accounts.
• Assist with estate settlement, asset collection, account maintenance, distributions, and documentation.
• Coordinate with clients, beneficiaries, attorneys, accountants, and internal team members.
• Prepare correspondence, reports, forms, and account paperwork.
• Track deadlines, follow up on outstanding items, and maintain accurate records.
• Manage multiple priorities while supporting several team members.
• Travel between Cypress Bank & Trust locations as needed.

Qualifications

• Experience in trust administration, estate settlement, probate, banking, legal services, or a related field preferred.
• Paralegal or legal assistant experience is a plus.
• Strong organizational and multitasking skills.
• Detail-oriented with excellent follow-through.
• Strong communication and client service skills.
• Positive, professional attitude and willingness to help wherever needed.
• Ability to work effectively with multiple people and competing priorities.

What We're Looking For

A team player who enjoys helping others, can juggle numerous tasks simultaneously, remains organized under pressure, and brings a friendly attitude and smile to work each day.

This position combines the relationship-focused aspects of client support with the technical and administrative work involved in trust and estate settlement.

Why Work Here?

• Financially strong and growing company
• Personal growth potential
• Great company culture
• Generous PTO schedule in addition to bank holidays
• Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)