Trust Administration Associate

Seacoast Bank • Winter Park, FL

7h

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 opening and closing, bill paying, and account-file maintenance, while helping ensure the smooth flow of activities and responsibilities. The Associate is expected to build confidence and trust through honesty, integrity, and authenticity.

The position monitors and maintains account records in accordance with governing instruments; works with Trust Administration Officers, clients, CPAs, attorneys, investment advisors, agents, and others on account processes and problem resolution; and maintains proper client-account documentation. The Associate must understand governing instruments and fiduciary responsibilities, conduct activities in compliance with fiduciary requirements, support new business through existing client relationships and cross-selling bank products, and follow applicable laws, regulations, Bank policies, procedures, and Seacoast Bank’s Code of Conduct.

Associates must also comply with regulatory, legal, ethical, and Bank risk-mitigation requirements relevant to the industry and their roles, including completing required annual training on time and effectively executing their responsibilities. The listed duties describe the general nature and level of the role and are not exhaustive.

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 documentation for client account files.
• 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 effectively execute role responsibilities.

What This Job Offers

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