Administer trust accounts and daily transactions, support Trust Advisors and Relationship Managers, and provide responsive client service, including resolving account issues and coordinating with external professionals. Maintain account documentation and reports, support compliance and risk controls, resolve escalated operational and system issues, and assist with team processes and projects. A bachelor’s degree in Business Administration, Finance, Accounting, or a related field and at least 10 years of experience in trust operations, banking, or a related role are required. Candidates should have strong knowledge of trust documents, products, services, regulations, and compliance, along with excellent analytical, organizational, communication, and client-service skills.
Trust Specialist
Sarasota, Florida, 34236
Full Time
Onsite
supports..pdf, .doc, .docx, or .txt file


