Trust Operations Associate — Client Wealth & Compliance

Seacoast Bank; Winter Park (FL); On-site; USD 50,000 - 65,000; Full time

Job summary

Seacoast Bank in Winter Park, FL is seeking a Trust Administration Associate to support Trust Officers in daily workflows. You will assist with opening and closing accounts, asset transfers, cash management, and discretionary distributions while maintaining accurate files and documentation.

Focus on regulatory compliance, fiduciary standards, and high-net-worth client service. You will collaborate with clients, CPAs, attorneys, and investment professionals to ensure smooth processes and

Qualifications

• High School Diploma or equivalent required.
• 3 years of experience in Trust Administration.
• Strong communication and relationship skills.
• Proficiency with Microsoft Office (basic computer applications).

Responsibilities

• Opening Accounts.
• Transferring Assets.
• Performing Cash Management.
• Processing Discretionary Distributions.
• Closing Accounts.
• Work closely with Trust Administration Officers, clients, CPAs, attorneys, investment advisors, agents, etc. for account processes and problem resolution and maintain proper file documentation for client accounts.
• Understanding of governing instruments of clients to understand terms, responsibilities and duties of company.
• Conduct all activities in accordance with fiduciary compliance requirements.
• Assist with new business opportunities through existing client relationships and cross-selling of other bank products.
• Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, Bank policies and procedures.
• Adhere to Seacoast Bank’s Code of Conduct.

Skills

Trust administration

Strong communication

Detail oriented

Analytical skills

Problem-solving

Relationship skills

Education

High School Diploma or equivalent

Tools

FIS TrustDesk

Job description

Seacoast Bank in Winter Park, FL is seeking a Trust Administration Associate to support Trust Officers in daily workflows. You will assist with opening and closing accounts, asset transfers, cash management, and discretionary distributions while maintaining accurate files and documentation.

Focus on regulatory compliance, fiduciary standards, and high-net-worth client service. You will collaborate with clients, CPAs, attorneys, and investment professionals to ensure smooth processes and