Relationship Manager (Trust administration) | West Palm Beach, FL, USA

Coral Gables Trust Company; West Palm Beach (FL); On-site; USD 70,000 - 120,000; Full time

Job summary

Coral Gables Trust Company seeks a Relationship Manager for Trust Administration in West Palm Beach. This role bridges clients and various services, emphasizing strong client relationship development and integrated financial solution delivery. Ideal candidates have significant trust administration experience and relevant degrees or certifications.

Benefits

401(k) plan with matching contributions

Dental insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Professional development assistance

Vision insurance

Qualifications

• At least six years of trust administration experience.
• Proficiency in Microsoft Office Suite and ideally Wealthbox.
• Bachelor's degree required, master's degree preferred.

Responsibilities

• Develop and sustain robust client relationships through proactive communication.
• Coordinate delivery of comprehensive financial solutions across service areas.
• Serve as a liaison between clients and service areas within the organization.

Skills

Leadership

Teamwork

Writing

Presentation

Organizational skills

Proficiency in Microsoft Office Suite

Proficiency in Wealthbox

Education

Bachelor's degree in relevant field

Master's degree preferred

Certification as CTFA or CFP

Job description

Relationship Manager (Trust administration)

Relationship Manager (Trust administration)

Coral Gables Trust Company West Palm Beach, United States

Relationship Manager (Trust administration)

Coral Gables Trust Company West Palm Beach, United States Apply now Posted 3 days ago Permanent To be discussed

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services with offices in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities

• The Relationship Manager serves as a critical internal and external bridge, connecting clients with various organizational service areas including Tax and Financial Planning, Investments, Legacy Planning, and Philanthropic Advisory while coordinating comprehensive financial solutions. Their core responsibility is to develop and sustain robust client relationships through proactive communication and strategic, integrated service delivery across multiple financial domains.
• The Relationship Manager works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate, and Insurance Advisory.
• The Relationship Manager is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.

Qualifications

• At least six years of trust administration experience, along with deep industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
• A bachelor's degree in a relevant field is required, with a preference for a master's degree, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
• Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

Employee benefitsinclude a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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