Trust Administration Associate
Seacoast Bank, West Palm Beach, FL, United States
Job Summary
The Trust Administration Associate assists the Trust Administration Officers with the daily workflow of managing accounts within the Trust department. They help ensure smooth flow of activities related to opening and closing accounts, bill paying, and maintenance of account files. They consistently gain the confidence and trust of others through honesty, integrity, and authenticity.
Essential Duties and Responsibilities
Monitor and maintain account records in accordance with governing instruments, including:
Opening Accounts
Transferring Assets
Performing Cash Management
Processing Discretionary Distributions
Closing Accounts
Work closely with Trust Administration Officers, clients, CPAs, attorneys, investment advisors, agents, and others for account processes, problem resolution, and maintenance of proper file documentation.
Understand governing instruments to determine terms, responsibilities, and duties.
Conduct all activities in accordance with fiduciary compliance requirements.
Assist with new business opportunities through existing client relationships and cross‑selling other bank products.
Adhere to the highest legal and ethical standards and Seacoast Bank’s Code of Conduct.
Education and Experience
High School Diploma or equivalent required.
3 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.
Proficient in basic computer applications such as Microsoft Office.
Ability to travel occasionally overnight.
The statements above describe the general nature and level of work performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. All Associates are required to adhere to the highest legal and ethical standards applicable to the industry.
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The Trust Administration Associate assists the Trust Administration Officers with the daily workflow of managing accounts within the Trust department. They help ensure smooth flow of activities related to opening and closing accounts, bill paying, and maintenance of account files. They consistently gain the confidence and trust of others through honesty, integrity, and authenticity.
Essential Duties and Responsibilities
Monitor and maintain account records in accordance with governing instruments, including:
Opening Accounts
Transferring Assets
Performing Cash Management
Processing Discretionary Distributions
Closing Accounts
Work closely with Trust Administration Officers, clients, CPAs, attorneys, investment advisors, agents, and others for account processes, problem resolution, and maintenance of proper file documentation.
Understand governing instruments to determine terms, responsibilities, and duties.
Conduct all activities in accordance with fiduciary compliance requirements.
Assist with new business opportunities through existing client relationships and cross‑selling other bank products.
Adhere to the highest legal and ethical standards and Seacoast Bank’s Code of Conduct.
Education and Experience
High School Diploma or equivalent required.
3 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.
Proficient in basic computer applications such as Microsoft Office.
Ability to travel occasionally overnight.
The statements above describe the general nature and level of work performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. All Associates are required to adhere to the highest legal and ethical standards applicable to the industry.
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