Top 41 Financial trust officers Jobs in Florida

Trust Administrator
Hancock Whitney —Tampa, FL
- Full-time
- Research
- Mid-level
- Finance
Associate Client Advisor
Bessemer Trust Company of FL —Miami, FL
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Estate & Trust Administrator
M&T Bank —Stuart, FL
- $74,600 - $124,400 a year
- Full-time
- Office
- 3 years
- Administrative experience
Trust Officer - Estate & Trust Settlement
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Management
- Sales
- Writing skills
- Paid holidays
- Health insurance
Senior Trust Officer
Bank of America —Palm Beach, FL
- Full-time
- CPA
- Office
- High school diploma or GED
Senior Relationship Advisor
Northern Trust Corp. —Jacksonville, FL
- Full-time
- 11+ years
- Business development
- Mentoring
Account Manager, WM Advisory
Northern Trust Corp. —Sarasota, FL
- Full-time
- Mid-level
- Business development
- Continuous improvement
Trust Investment Officer
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- 5 years
- Mid-level
- Finance
- Paid holidays
- Health insurance
Client Manager
U.S. Bank National Association —Jacksonville, FL
- $98,175 - $127,050 a year
- Full-time
- 5 years
- Office
- Business development
- Paid holidays
- Disability insurance
Trust Specialist
Carlton Fields —Tampa, FL
- Online Application
- Mid-level
- Communication skills
- Profit sharing
- Commuter assistance
Quick Apply
2d
Senior Estate Administrator
Northern Trust Corp. —Sarasota, FL
- Full-time
- 8 years
- Senior level
Trust Administrator | Gainesville
Capital City Trust Company —Gainesville, FL
- Full-time
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
Estate Administrator
Northern Trust Corp. —North Palm Beach, FL
- Full-time
- Customer service
- 5 years
- Analysis skills
20h
Senior Relationship / Trust Advisor
Northern Trust Corp. —Vero Beach, FL
- Full-time
- 11+ years
- Business development
- Mentoring
Account Manager
Northern Trust Corp. —Miami, FL
- Full-time
- Spanish
- Mid-level
- Business development
2d
Trust Administration - Trust Officer Senior
Kestra Financial —West Palm Beach, FL
- Full-time
- Office
- Business development
- Mentoring
- Health insurance
- 401(k)
Quick Apply
Trust Associate - FineMark
Commerce Bank —Naples, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Dental insurance
- 401(k)
8d
Trust Relationship Specialist
Regions —Jacksonville, FL
- $46,750 - $57,270 a year
- Overtime
- Word processing
- Research
- Mid-level
- Health savings account
- Health insurance
2d
Senior Trust Officer - Private Wealth
Raymond James Financial, Inc. —Saint Petersburg, FL
- Full-time
- Management
- Writing skills
- Research
- Paid holidays
- Health insurance
Chief Trust Officer
Chilton Trust Company NA —Palm Beach, FL
- Full-time
- Office
- Analysis skills
- Travel
Quick Apply

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financial trust officers jobs near florida

Trust Administrator

Hancock Whitney -
Tampa, FL

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Job Details

Full-time

Qualifications

Spreadsheets
Research
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 Advisor/ Relationship Manager (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 procedures and facilitation of the transfer of funds. The Trust Administrator 2 position assists and supports Trust Advisor/Relationship Manager(s) with more complex relationships and in business development activities.

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 Advisor/Relationship Managers regarding more complex issues but requires the ability to work independently with little supervision.
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.
Prepare discretionary requests, with required documentation for Trust Advisor/Relationship Manager review.
Facilitate money transfers in accordance with bank policy – checks, wires, ACH, internal transfers.
Monitor cash levels for assigned client 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 4 years of related experience preferably in one or more of the following: 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 required.
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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Refine Your Search

financial trust officers jobs in florida

Trust Administrator

Associate Client Advisor

Estate & Trust Administrator

Trust Officer - Estate & Trust Settlement

Senior Trust Officer

Senior Relationship Advisor

Account Manager, WM Advisory

Trust Investment Officer

Client Manager

Trust Specialist

Senior Estate Administrator

Trust Administrator | Gainesville

Estate Administrator

Senior Relationship / Trust Advisor

Account Manager

Trust Administration - Trust Officer Senior

Trust Associate - FineMark

Trust Relationship Specialist

Senior Trust Officer - Private Wealth

Chief Trust Officer

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