Trust & Estates Administrator — Wealth Management

Capital City Bank; Rosemary Beach (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Life Insurance

401(k) with Matching

Tuition Assistance

Job summary

A regional financial institution is seeking a Trust Administrator I to manage trust accounts for high net worth individuals and families. This role involves client relationship management, developing new business opportunities, and collaboration with legal and tax professionals. Candidates should have a Bachelor’s degree in finance or a related field, along with relevant experience in trust law and administration. A competitive benefits package is offered, including medical and retirement options.

Qualifications

• 2-4 years of experience with trust law and administration.
• Excellent communication skills to build client relationships.
• Proficient in handling multiple tasks effectively.

Responsibilities

• Manage and grow a book of business for high net worth clients.
• Develop new business and confer with potential clients.
• Coordinate with attorneys and CPAs on client matters.
• Set up estates, trusts, and guardianship accounts.

Skills

Trust law and administration

Verbal communication

Written communication

Organizational skills

Ability to prioritize

Education

Bachelor’s degree in finance or related field

Certified Financial Planner™ (CFP®) preferred

Certified Trust and Financial Advisor (CTFA) preferred

Tools

Microsoft Office

Job description

A regional financial institution is seeking a Trust Administrator I to manage trust accounts for high net worth individuals and families. This role involves client relationship management, developing new business opportunities, and collaboration with legal and tax professionals. Candidates should have a Bachelor’s degree in finance or a related field, along with relevant experience in trust law and administration. A competitive benefits package is offered, including medical and retirement options.