Talent.com
Trust Officer I

Trust Officer I

Seacoast BankTampa, FL, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Trust Officer I

Job Category : Wealth

Full-Time

On-site

Rivergate Tampa

  • 6 more locations

Description

JOB SUMMARY : Responsible for the administration of assigned accounts, including some complex Estates, Trusts, Guardianships and Agencies. Represents the Bank in associated business activities in the community and with clients, attorneys and beneficiaries on all matters relating to these accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

  • Responsible for opening and maintaining client accounts, handling all matters related to administration of assigned accounts in accordance with governing instruments, law, and Bank policy.
  • Responsible for closely documenting real estate and mortgage notes held in assigned accounts.
  • Responsible for arranging appraisals and / or evaluation of assets.
  • Responsible for the coordination and oversight of trust asset transfers and receipts.
  • Responsible for creating, organizing, and maintaining complete accounting records for accounts, including collecting and disbursing funds for clients and beneficiaries, as well as account expenses.
  • Responsible to contact and correspond with clients, beneficiaries, and their advisors. Resolve issues of concerns to the principals, beneficiaries, and others, in carrying out the provisions of the governing instrument.
  • Coordinate administration of accounts with the investment, tax, and operations areas.
  • Support Seacoast's local market community leadership efforts by attending community, charity or civic events, or serving community-based organizations.
  • 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, and bank policies and procedures.
  • Adhere to Seacoast Bank's Code of Conduct.
  • EDUCATION and / or EXPERIENCE :

  • High School Diploma or equivalent required.
  • College degree or relevant work experience required.
  • 3+ years in trust administration (administration of personal trusts, estates, guardianships, investment agency, IRA and custody accounts) or JD required.
  • Graduate of Florida Trust School, Cannon Trust School, National Trust School, CTFA designation or JD preferred.
  • 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. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    serp_jobs.job_alerts.create_a_job

    Trust Officer • Tampa, FL, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Internal Trust Consultant

    Internal Trust Consultant

    Raymond James FinancialSaint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Raymond James Trust Consultant.Supports the growth of RJ Trust by partnering closely with an external trust consultant to promote trust and donor advised fund services among Raymond James financial...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Military Intelligence Officer

    Military Intelligence Officer

    U.S. NavyWesley Chapel, FL, United States
    serp_jobs.job_card.full_time +1
    To be eligible to enlist in the U.Navy, candidates must be between the ages of 18-34.These careers bring the expertise in all facets of Information Operations, making sure our fleet is capitalizing...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Critical Infrastructure - 3rd Shift PT Security Officer

    Critical Infrastructure - 3rd Shift PT Security Officer

    MARTINEZ AND COMPANY, INC.Tampa, FL, United States
    serp_jobs.job_card.full_time +1
    UNARMED MARITIME SECURITY OFFICER - D LICENSE & TWIC.Hillsborough & Manatee Counties, Florida.Includes 27 hours of paid training between minimum wage and $17. Final Interview Process is a 4-hour unp...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    ▷ High Salary : Certified Occupational Therapist...

    ▷ High Salary : Certified Occupational Therapist...

    Encompass HealthBradley, FL, Polk County, FL; Florida, US
    serp_jobs.job_card.full_time +1
    Join our team and make your move with confidence! We offer relocation assistance to help you transition smoothly into your new role. Apply today and take the next step in your career with support ev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Trust Officer

    Trust Officer

    Raymond James FinancialSaint Petersburg, FL, US
    serp_jobs.job_card.full_time
    Leads defined work or projects of broad scope and complexity to personal trust accounts.Resolves or recommends solutions to complex problems. Regular contact with senior management and other interna...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corrections Officer

    Corrections Officer

    Government JobsLand O Lakes, FL, US
    serp_jobs.job_card.full_time
    Join our team as a Corrections Officer!.Corrections Officers play a crucial role in the Corrections department.Be a part of something that matters! This is a highly visible certified Corrections po...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Loss Prevention Officer

    Loss Prevention Officer

    MARTINEZ AND COMPANY, INC.Tampa, FL, United States
    serp_jobs.job_card.full_time
    UNARMED MARITIME SECURITY OFFICER - D LICENSE & TWIC.Hillsborough & Manatee Counties,.Includes 27 hours of paid training between minimum wage and $17. Final Interview Process is a 4-hour unpaid Pre-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Protective Services Officer

    Protective Services Officer

    MARTINEZ AND COMPANY, INC.Tampa, FL, United States
    serp_jobs.job_card.full_time
    UNARMED MARITIME SECURITY OFFICER - D LICENSE & TWIC.Hillsborough & Manatee Counties,.Includes 27 hours of paid training between minimum wage and $17. Final Interview Process is a 4-hour unpaid Pre-...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionZephyrhills North, FL, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Occupational Therapist - Home Care - Part-Time

    Occupational Therapist - Home Care - Part-Time

    Encompass HealthBradley, Florida, US
    serp_jobs.job_card.full_time +2
    We offer relocation assistance to help you transition smoothly into your new role.Occupational Therapist Career Opportunity. The full job description covers all associated skills, previous experienc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Occupational Therapist - Home Care - Part-Time [Only 24h Left]...

    Occupational Therapist - Home Care - Part-Time [Only 24h Left]...

    Encompass HealthBradley, FL, Polk County, FL; Florida, US
    serp_jobs.job_card.full_time +1
    We offer relocation assistance to help you transition smoothly into your new role.Occupational Therapist Career Opportunity Your Calling, Close to Home and Heart Are you in pursuit of ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Critical Care Travel Nurse - $2,047 per week

    Critical Care Travel Nurse - $2,047 per week

    HealthTrust Workforce Solutions HCAHudson, FL, United States
    serp_jobs.job_card.full_time
    HealthTrust Workforce Solutions HCA is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Hudson, Florida. Job Description & Requirements.Entrust Your Career to HealthTr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    CRE Loan Portfolio Officer

    CRE Loan Portfolio Officer

    AmerantbankTampa, FL, US
    serp_jobs.job_card.full_time
    Portfolio Officer The Portfolio Officer is responsible for the overall management of the CRE Banking Loan Portfolio.Assist in the maintenance of the credit quality, portfolio administration and mon...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Critical Care Intensivist

    Critical Care Intensivist

    HCA HealthcareHudson, FL, United States
    serp_jobs.job_card.full_time
    Critical Care Internal Medicine.HCA Florida Bayonet Point Hospital and ICC Healthcare are seeking a critical care intensivist to join their dynamic team in Hudson, Florida. Board Certified / Board Eli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    (15h Left) Occupational Therapist (Full Time)...

    (15h Left) Occupational Therapist (Full Time)...

    Encompass HealthBradley, FL, Polk County, FL; Florida, US
    serp_jobs.job_card.full_time +1
    Join our team and make your move with confidence! We offer relocation assistance to help you transition smoothly into your new role. Apply today and take the next step in your career with support ev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Occupational Therapy Job

    Occupational Therapy Job

    Encompass HealthCrystal Springs, Florida, US
    serp_jobs.job_card.full_time +1
    We offer relocation assistance to help you transition smoothly into your new role.Occupational Therapist Career Opportunity. The full job description covers all associated skills, previous experienc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Retail Sales Associate

    Retail Sales Associate

    Ashley Global Retail, LLCCrystal Springs, FL, US
    serp_jobs.job_card.full_time
    We Don't Follow Trends, We Create Them.For over 75 years, Ashley Furniture has been the largest home furnishings manufacturer, transforming homes worldwide. With our customer base continuously g...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Correctional Officer

    Correctional Officer

    TradeJobsWorkForce33576 San Antonio, FL, US
    serp_jobs.job_card.full_time
    Enforce prison or jail rules Supervise activities of inmates Escort and transport inmates Inspect facilities to ensure that they meet security and safety standards Search inmates for contraband ite...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30