Trust Administration Associate

Trust Administration Associate

The Trust Administration Associate is responsible for directly assisting the Trust Administration Officers with the daily workflow of managing accounts within the Trust department. They assist Officers to ensure smooth flow of activities and responsibilities necessary in the opening and closing of accounts; performance of bill paying and maintenance of account files. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

Essential Duties and Responsibilities :

• Responsible for monitoring and maintaining account records in accordance with governing instruments which includes, but is not limited to : Opening Accounts, Transferring Assets, Performing Cash Management, Processing Discretionary Distributions, Closing Accounts.
• Work closely with Trust Administration Officers, clients, CPA's, attorneys, investment advisors, agents, etc. for account processes and problem resolution and maintain proper file documentation for client accounts.
• Understanding of governing instruments of clients to understand terms, responsibilities and duties of company.
• Conduct all activities in accordance with fiduciary compliance requirements.
• Assist with new business opportunities through existing client relationships and cross-selling of other bank products.
• Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, Bank policies and procedures.
• Adhere to Seacoast Bank's Code of Conduct.

Education and / or Experience :

The statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills.