Trust Officer I

Seacoast Bank • Winter Park, FL

8d

About The Position

Responsible for the administration of assigned accounts, including some complex
Estates, Trusts, Guardianships and Agencies.  Represents the Bank in associated
business activities in the community and with clients, attorneys and
beneficiaries on all matters relating to these accounts.

Requirements

• High School Diploma or equivalent required.
• College degree or relevant work experience required.
• 3+ years in trust administration (administration of personal trusts, estates, guardianships, investment agency, IRA and custody accounts) or JD required.

Nice To Haves

• Graduate of Florida Trust School, Cannon Trust School, National Trust School, CTFA designation or JD preferred.

Responsibilities

• Responsible for opening and maintaining client accounts, handling all matters related to administration of assigned accounts in accordance with governing instruments, law, and Bank policy.
• Responsible for closely documenting real estate and mortgage notes held in assigned accounts.
• Responsible for arranging appraisals and/or evaluation of assets.
• Responsible for the coordination and oversight of trust asset transfers and receipts.
• Responsible for creating, organizing, and maintaining complete accounting records for accounts, including collecting and disbursing funds for clients and beneficiaries, as well as account expenses.
• Responsible to contact and correspond with clients, beneficiaries, and their advisors. Resolve issues of concerns to the principals, beneficiaries, and others, in carrying out the provisions of the governing instrument.
• Coordinate administration of accounts with the investment, tax, and operations areas.
• Support Seacoast’s local market community leadership efforts by attending community, charity or civic events, or serving community-based organizations.
• Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.
• Adhere to Seacoast Bank’s Code of Conduct.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees