Trust Officer

Seacoast Bank•Miami, FL

21h

About The Position

The Trust Officer administers assigned accounts, including some complex estates, trusts, guardianships, and agencies. The role represents the Bank in related business activities in the community and works with clients, attorneys, and beneficiaries on matters concerning these accounts. The position is responsible for account opening and maintenance, administration under governing instruments and applicable law and Bank policy, oversight of account assets and transfers, and complete financial recordkeeping. It also coordinates with investment, tax, and operations areas and supports Seacoast’s local community leadership efforts. Associates are expected to follow applicable legal, ethical, regulatory, and Bank requirements, including the Seacoast Bank Code of Conduct and required annual training.

Requirements

High school diploma or equivalent.
College degree or relevant work experience.
At least 3 years of trust administration experience involving personal trusts, estates, guardianships, investment agency, IRA, and custody accounts, or a JD.
Bilingual proficiency in English and Spanish.

Nice To Haves

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

Responsibilities

Open and maintain client accounts and administer assigned accounts in accordance with governing instruments, applicable law, and Bank policy.
Closely document real estate and mortgage notes held in assigned accounts.
Arrange appraisals and/or evaluations of assets.
Coordinate and oversee trust asset transfers and receipts.
Create, organize, and maintain complete accounting records, including collecting and disbursing funds for clients and beneficiaries and paying account expenses.
Contact and correspond with clients, beneficiaries, and their advisors; resolve issues or concerns while carrying out the governing instrument’s provisions.
Coordinate account administration with investment, tax, and operations areas.
Support local market community leadership by attending community, charity, or civic events, or serving community-based organizations.
Adhere to applicable legal and ethical standards, government regulations and laws, Bank policies and procedures, and the Seacoast Bank Code of Conduct.
Complete required annual training on time and effectively execute role responsibilities.