Top 10 Financial administrator Jobs in Clearwater Fl

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Trust Administrator
Hancock Whitney —Saint Petersburg, FL
- Full-time
- Research
- Mid-level
- Office
23h
Credit Administrator
Opifex-Synergy —Tampa, FL
- Full-time
- Background check
- Pass drug screening
- Research
- Profit sharing
- Paid training
Chief Financial Officer (CFO)
YMCA of Greater St. Petersburg —Saint Petersburg, FL
- $125,000 - $140,000 a year
- Full-time
- Background check
- CPA
- Pass drug screening
- Paid time off
- 403(b)
Quick Apply
14d
Chief Financial Officer
Global Ordnance LLC —Tampa, FL
- Full-time
- Oracle
- CPA
- 11+ years
- Health insurance
- Dental insurance
1d
Controller/CFO
St. Petersburg Yacht Club —Saint Petersburg, FL
- Microsoft Excel
- Microsoft Outlook
- English
- Paid jury duty
- Disability insurance
Quick Apply
Finance Director
City of Port Richey —Port Richey, FL
- $72,550 - $116,000 a year
- Full-time
- CPA
- Customer service
- 5 years
- Health savings account
- Paid holidays
Quick Apply
FINANCIAL SYSTEMS ADMINISTRATOR (Research Finance Sponsor Projects)
Moffitt Cancer Center —Tampa, FL
- Full-time
- CPA
- Mid-level
- Finance
11d

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Trust Administrator

Hancock Whitney -
Saint Petersburg, FL

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Job Details

Full-time
23 hours ago

Qualifications

Spreadsheets
Research
Administrative experience
High school diploma or GED
Productivity software

Full Job Description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Trust Administrators provide administrative and operational support to assigned Trust Relationship Manager or Advisor (s) by delivering excellent customer service while contributing to the overall goals and objectives of Wealth Management. This support includes research and resolution of client issues, the administration of account opening and closing and facilitation of the transfer of funds at the direction of their assigned Relationship Manager or Advisor.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Serves as the administrative contact for clients and third party providers in the servicing of client accounts and relationships.
Provide superior client service in responding to inbound calls from clients and resolving inquires or requests related to their accounts. Assume ownership of issues and deliver proper follow up.
Consults with Trust Advisor/Relationship Managers regarding more complex issues.
Identifies opportunities to enhance client experience through independent identification of account issues.
Assist Trust Advisor/Relationship Manager in tasks required in administering accounts including: document management (imaging, faxing, photocopying, maintaining files).
Coordinate with Trust Advisor/Relationship Manager to complete assigned account administrative reviews and timely exception remediation.
Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers.
Monitor cash levels in accounts.
Review transactions to identify errant transactions and ensure proper postings.
Support departmental projects on an as needed basis.
Analyze trust/financial information, react accordingly and prioritizes as appropriate.
Keeps current with all laws and regulations applicable to primary Trust function.
May serve as backup to other Wealth Management Administrative Assistants as needed. .
All duties require an awareness and adherence to policies/procedures and compliance requirements
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

High School diploma or GED required. Bachelor's degree in Business, Finance, or Accounting strongly preferred.
Requires at least 2 years of administrative support experience, preferably in one or more of the following areas: Trust Administration, Trust compliance, Employee Benefits, Stock Transfer, Brokerage Operations, and/or Financial Analysis.
An equivalent combination of education and related experience or training may be considered.
Duties are varied and complex and necessitate use of excellent judgement and analytical skills.
Basic knowledge and understanding of banking industry and Trust administration and operations preferred.
Proficiency with Microsoft Office applications; basic Excel and Word skills required.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

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financial administrator jobs in clearwater fl

Trust Administrator

Credit Administrator

Chief Financial Officer (CFO)

Chief Financial Officer

Controller/CFO

Finance Director

FINANCIAL SYSTEMS ADMINISTRATOR (Research Finance Sponsor Projects)

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