Trust Admin Associate: Client-Focused & Detail-Oriented

Seacoast Bank; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Seacoast Bank's Wealth, Trust & Investments team seeks a Trust Administration Associate to support daily workflow within the Trust department. You will assist Trust Officers with opening and closing accounts, asset transfers, cash management, and distributions while maintaining meticulous client files.

The role requires a High School Diploma, 3 years in Trust Administration, and solid knowledge of FIS TrustDesk and Microsoft Office.

Qualifications

• High School Diploma or equivalent required.
• 3 years of experience in Trust Administration.
• Strong technical knowledge of Trust software platforms including FIS TrustDesk.
• Ability to handle multiple tasks with high degree of accuracy.
• Detail oriented and able to work with high net worth clients and professionals.

Responsibilities

• Monitor and maintain account records in accordance with governing instruments, including opening, transferring assets, cash management, discretionary distributions, and closing accounts.
• Collaborate with Trust Officers, clients, CPAs, attorneys, and advisors to ensure smooth processes and accurate file documentation.
• Understand client governing instruments to comprehend terms and duties of the company.
• Perform duties in compliance with fiduciary standards and Bank policies.
• Identify new business opportunities through client relationships and cross-sell bank products.
• Uphold regulatory, legal and ethical standards; comply with Bank risk management requirements and annual training.

Skills

Strong communication

Relationship management

Analytical skills

Detail oriented

Multitasking

Education

High School Diploma or equivalent

Tools

FIS TrustDesk

Microsoft Office

Job description

Seacoast Bank's Wealth, Trust & Investments team seeks a Trust Administration Associate to support daily workflow within the Trust department. You will assist Trust Officers with opening and closing accounts, asset transfers, cash management, and distributions while maintaining meticulous client files.

The role requires a High School Diploma, 3 years in Trust Administration, and solid knowledge of FIS TrustDesk and Microsoft Office.