Trust Officer

Seacoast Bank Careers • Miami, FL

2d

About The Position

The Trust Officer administers assigned client accounts, including some complex estates, trusts, guardianships, and agencies. The role represents the Bank in related business activities and works with clients, attorneys, and beneficiaries on matters involving these accounts. It also supports Seacoast’s local community leadership efforts through participation in community, charity, or civic events or service to community-based organizations.

The position requires adherence to applicable legal and ethical standards, government regulations, laws, Bank policies and procedures, and Seacoast Bank’s Code of Conduct. Associates must complete required annual training on time and effectively carry out role responsibilities.

Requirements

• High school diploma or equivalent.
• College degree or relevant work experience.
• At least 3 years of experience in trust administration, including administration of 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 account 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 concerns affecting principals, beneficiaries, and others while carrying out governing instruments.
• Coordinate account administration with investment, tax, and operations areas.
• Support local market community leadership efforts by attending community, charity, or civic events or serving community-based organizations.
• 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