Trust Administration Associate

Seacoast Bank Careers • Jacksonville, FL

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About The Position

The Trust Administration Associate directly assists Trust Administration Officers with the daily workflow of managing accounts in the Trust department. The role supports account openings and closings, bill payment, account maintenance, and related recordkeeping. The Associate works with Officers and external parties to facilitate account processes and resolve problems, while maintaining proper client-file documentation and conducting activities in accordance with governing instruments and fiduciary compliance requirements.

The position requires handling multiple tasks accurately, building and maintaining relationships with high-net-worth customers and professionals, and supporting new business opportunities through existing client relationships and cross-selling other bank products. Associates must uphold applicable legal and ethical standards, government regulations, bank policies and procedures, and Seacoast Bank’s Code of Conduct. Associates are also required to complete annual post-hire training on time and comply with regulatory, legal, ethical, and risk-mitigation requirements relevant to the bank and their roles.

Requirements

• High school diploma or equivalent.
• Three years of experience in Trust Administration.
• Strong technical knowledge of trust software platforms, including FIS TrustDesk.
• Ability to handle multiple tasks with a 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

• Monitor and maintain account records in accordance with governing instruments.
• Assist with opening accounts, transferring assets, cash management, discretionary distributions, and closing accounts.
• Work with Trust Administration Officers, clients, CPAs, attorneys, investment advisors, agents, and others on account processes and problem resolution.
• Maintain proper file documentation for client accounts.
• Understand client governing instruments, including their terms and the company’s responsibilities and duties.
• Conduct activities in accordance with fiduciary compliance requirements.
• Assist with new business opportunities through existing client relationships and cross-selling other bank products.
• Follow applicable legal and ethical standards, government regulations and laws, bank policies and procedures, and Seacoast Bank’s Code of Conduct.
• Complete required annual training on time and execute role responsibilities in compliance with regulatory, legal, ethical, and bank risk-mitigation requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED