Trust Operations Specialist

Seacoast Bank Careers; Jacksonville (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Seacoast Bank Careers in Jacksonville, FL seeks a Trust Administration Associate to support Trust Officers in daily account workflow, including opening/closing accounts, cash management, and discretionary distributions. Maintain accurate records and ensure fiduciary compliance while upholding the highest standards of service.

Requirements include a High School Diploma, 3 years in trust administration, proficiency with FIS TrustDesk, and strong communication/analytical skills.

Qualifications

• High School Diploma or equivalent required.
• 3 years of experience in Trust Administration.
• Proficiency with FIS TrustDesk and basic computer applications (Microsoft Office).
• Strong communication and relationship-building skills; detail oriented and analytical.

Responsibilities

• Opening Accounts and Closing Accounts.
• Transferring Assets and Performing Cash Management.
• Processing Discretionary Distributions.
• Work with Trust Officers, clients, CPAs and attorneys for account processes.
• Maintain proper file documentation and ensure fiduciary compliance.
• Assist with new business opportunities and cross-selling of bank products.
• Adhere to Bank Policies, Code of Conduct and regulatory requirements.

Skills

Communication skills

Relationship skills

Detail oriented

Analytical skills

Problem-solving

Microsoft Office

Education

High School Diploma

Tools

FIS TrustDesk

Job description

Seacoast Bank Careers in Jacksonville, FL seeks a Trust Administration Associate to support Trust Officers in daily account workflow, including opening/closing accounts, cash management, and discretionary distributions. Maintain accurate records and ensure fiduciary compliance while upholding the highest standards of service.

Requirements include a High School Diploma, 3 years in trust administration, proficiency with FIS TrustDesk, and strong communication/analytical skills.