Trust & Estate Support Specialist

Cypress Bank & Trust; Lakeland (FL); On-site; USD 48,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Generous PTO

Volunteer initiatives

Job summary

Cypress Bank & Trust in Lakeland, FL, is seeking a highly organized Client Support Specialist to back our Trust and Investment Management team, focusing on trust administration and estate settlement.

The role suits someone with experience in trust administration, probate, and banking, who excels at coordinating with clients and professionals while maintaining accuracy and timely deliverables.

Qualifications

• Experience in trust administration, estate settlement, probate, banking, legal services, or a related field preferred.
• 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

Paralegal experience

Client service

Multitasking

Job description

Cypress Bank & Trust in Lakeland, FL, is seeking a highly organized Client Support Specialist to back our Trust and Investment Management team, focusing on trust administration and estate settlement.

The role suits someone with experience in trust administration, probate, and banking, who excels at coordinating with clients and professionals while maintaining accuracy and timely deliverables.