Trust Administration Associate

Seacoast Bank • Jacksonville, FL

2d

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 the opening and closing of accounts, bill paying, and account-file maintenance, and helps ensure the smooth flow of related activities and responsibilities. The associate is expected to build others’ confidence and trust through honesty, integrity, and authenticity.

The position includes monitoring and maintaining account records in accordance with governing instruments, collaborating with officers and external professionals on account processes and problem resolution, and maintaining proper client-account documentation. The associate must understand client governing instruments and conduct activities in compliance with fiduciary requirements, applicable laws and regulations, and Bank policies and procedures. Associates must also complete required annual training on time and effectively execute their role responsibilities.

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.
• Attention to detail.
• 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, and Bank policies and procedures.
• Adhere to 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