Trust Administration Specialist: Client Relations & Compliance

Seacoast Bank Careers; Winter Park (FL); On-site; USD 55,000 - 78,000; Full time

Job summary

Seacoast Bank is seeking a Trust Administration Associate to support Trust Administration Officers with daily workflow across opening, transferring, and closing accounts, as well as cash management and discretionary distributions. The role emphasizes accuracy, integrity, and building trust with clients and professionals.

You will collaborate with clients, CPAs, attorneys, and investment advisors, maintain proper file documentation, and ensure fiduciary compliance while upholding Seacoast Bank's

Qualifications

• 3 years of experience in Trust Administration.
• Strong written, verbal, problem-solving, and analytical skills.
• Proficiency in basic computer applications (MS Office).
• Knowledge of fiduciary compliance and trust operations.
• Ability to travel occasionally overnight.

Responsibilities

• Assist Trust Administration Officers with daily workflow for opening, transferring, and closing accounts.
• Support cash management and discretionary distributions processes.
• Maintain accurate client files and documentation across accounts.
• Coordinate with clients, CPAs, attorneys, investment advisors and agents for account processing and resolution.
• Ensure compliance with fiduciary policies, government regulations and Bank Code of Conduct.
• Assist with cross-selling of bank products as appropriate.

Skills

Multitasking

Attention to detail

Communication

Relationship building

Problem solving

Analytical thinking

MS Office proficiency

Education

High School Diploma or equivalent

Tools

FIS TrustDesk

Job description

Seacoast Bank is seeking a Trust Administration Associate to support Trust Administration Officers with daily workflow across opening, transferring, and closing accounts, as well as cash management and discretionary distributions. The role emphasizes accuracy, integrity, and building trust with clients and professionals.

You will collaborate with clients, CPAs, attorneys, and investment advisors, maintain proper file documentation, and ensure fiduciary compliance while upholding Seacoast Bank's