Trust Administration Associate

Seacoast National Bank • Orlando, FL

74d

About The Position

The Trust Administration Associate is responsible for directly assisting the Trust Administration Officers with the daily workflow of managing accounts within the Trust department. They assist Officers to ensure smooth flow of activities and responsibilities necessary in the opening and closing of accounts; performance of bill paying and maintenance of account files. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

Requirements

• High School Diploma or equivalent required
• 3 years of experience in Trust Administration
• Strong technical knowledge of Trust software platforms including FIS TrustDesk
• Ability to handle multiple tasks with high degree of accuracy
• Detail oriented
• Ability to work with high net worth customers and professionals
• Strong communication and relationship skills
• Strong written, verbal, problem-solving, and analytical skills
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel, occasionally overnight

Responsibilities

• Responsible for monitoring and maintaining account records in accordance with governing instruments.
• Opening Accounts
• Transferring Assets
• Performing Cash Management
• Processing Discretionary Distributions
• Closing Accounts
• Work closely with Trust Administration Officers, clients, CPA's, attorneys, investment advisors, agents, etc. for account processes and problem resolution.
• 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.

What This Job Offers

• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED