Trust Administration Associate
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 smooth completion of account opening and closing, bill paying, and account-file maintenance. The associate builds confidence and trust through honesty, integrity, and authenticity. The position monitors and maintains account records in accordance with governing instruments and works with Trust Administration Officers, clients, CPAs, attorneys, investment advisors, agents, and others on account processes and problem resolution. The associate maintains proper account-file documentation, understands client governing instruments and the company’s related responsibilities, and performs work in accordance with fiduciary compliance requirements. The role may also support new business opportunities through existing client relationships and cross-selling other bank products. Associates must follow applicable legal and ethical standards, government regulations and laws, Bank policies and procedures, and Seacoast Bank’s Code of Conduct. All associates are expected to complete required annual training on time and comply with applicable regulatory, legal, ethical, and Bank risk mitigation requirements.
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.
- Assist with transferring assets.
- Perform cash management.
- Process discretionary distributions.
- Assist with 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.
- Adhere to 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 comply with applicable regulatory, legal, ethical, and Bank risk mitigation requirements.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
