Trust & Estate Support Specialist

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

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