Trust & Estate Client Support Specialist

Cypress Bank & Trust; Jacksonville (FL); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Health coverage

Generous PTO

Volunteer opportunities

Career growth potential

Job summary

Cypress Bank & Trust in Jacksonville, FL is seeking a Client Support Specialist to support the Trust and Investment Management team, focusing on trust administration and estate settlement. You will collaborate with professionals to manage fiduciary accounts and ensure precise, timely documentation.

The role requires organization, strong client service, and the ability to balance multiple priorities in a fast-paced environment. Join a team dedicated to integrity, growth, and community impact.

Qualifications

• Experience in trust administration, estate settlement, probate, banking, legal services or related field preferred.
• Strong organizational and multitasking skills.
• Excellent communication and client service abilities.
• Positive, professional attitude and ability to handle multiple 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.
• Travel between Cypress Bank & Trust locations as needed.

Skills

Trust administration

Estate settlement

Probate

Banking

Legal services

Organizational skills

Multitasking

Communication

Client service

Teamwork

Job description

Cypress Bank & Trust in Jacksonville, FL is seeking a Client Support Specialist to support the Trust and Investment Management team, focusing on trust administration and estate settlement. You will collaborate with professionals to manage fiduciary accounts and ensure precise, timely documentation.

The role requires organization, strong client service, and the ability to balance multiple priorities in a fast-paced environment. Join a team dedicated to integrity, growth, and community impact.