Trust Officer

As a Trust Officer, you'll be at the heart of managing and administering trust accounts, ensuring compliance with legal and company standards, and fulfilling the requirements of trust instruments. You'll build and maintain strong relationships with clients and beneficiaries, offering expert guidance on trust and estate matters. Additionally, you'll support Private Bankers and Portfolio Managers in Investment Management & Trust sales opportunities and client relationship review meetings.

What You’ll Do:

• Administer Trust Accounts: Manage trust accounts in line with legal and regulatory requirements.
• Distribute Income and Principal: Ensure timely and accurate distributions to trust beneficiaries.
• Risk Management: Identify and mitigate risks associated with trust administration.
• Client Communication: Understand clients' financial objectives and explain trust provisions and decisions.
• Record Keeping: Maintain detailed records of trust transactions, correspondence, and legal documents.
• Professional Collaboration: Work with legal, tax, and other professionals to manage trust accounts effectively.
• Regulatory Compliance: Ensure adherence to relevant regulations, laws, and company standards.
• Team Collaboration: Partner with Wealth team members and other internal partners to enhance the client experience.
• Network Building: Develop a network of internal and external sources to acquire new client relationships.
• Stay Informed: Keep up-to-date with legal and regulatory changes affecting trust administration.
• Drive Business Results: Acquire new assets from both existing and new clients.
• Community Engagement: Participate in community activities and events to increase visibility and attract prospects.
• Additional Duties: Perform other duties as assigned.

What We’re Looking For:

Experience:

• 5+ years of trust administration experience.
• Proven track record in cultivating new and existing client relationships.
• Experience settling estates and working with unique assets.

Education:

• Undergraduate degree in a business-related field or equivalent experience.
• Preferred: JD, CTFA, and/or CFP certification.

Required Skills:

• In-depth knowledge of managing and administering trust accounts in accordance with legal and regulatory requirements.
• Strong understanding of trust and estate laws, tax regulations, and fiduciary responsibilities.
• Ability to work independently and within a team structure.
• Excellent interpersonal skills to positively represent the bank to clients.
• Strong analytical, verbal, and written communication skills.

Preferred Skills:

• Experience with unique assets.
• Advanced certifications (JD, CTFA, CFP).

Work Environment:

• Locations:  South Miami, FL and Orlando, F

Position Type:

• Full-Time: Requires schedule flexibility to work evenings and weekends as needed.

Travel:

• Up to 25% Travel: Travel required for this position

Conditions of Employment:

• Must be able to pass a criminal background & credit check

FLSA Status:

Exempt

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.