Trust Administrator
4 weeks ago
We are seeking a highly skilled and detail-oriented Trust Administrator to join our team at the Bank of Tampa. As a Trust Administrator, you will play a critical role in supporting our Trust Officers and Portfolio Manager in the efficient administration of Revocable and Irrevocable Trusts, ILITS, Special Needs Trusts, Guardianships, Probate, and Custody accounts.
Key Responsibilities- Provide administrative and operational support to Trust Officers, including scheduling appointments and tasks, assembling documents, and performing money movement for trust, agency, and custody accounts.
- Investigate and resolve problems within given knowledge level, and respond to inquiries from internal and external clients in a timely manner.
- Monitor account transactions, including daily reviews and resolving overdrafts, automatic deposits, and weekly reviews of standing remittances.
- Assist with opening new accounts by obtaining information and documentation from clients, reviewing and analyzing trust governing documents, and completing new account forms and checklists.
- Collaborate with the Trust Director and Trust Team on projects as needed.
- Bachelor's or Associate's degree with 3 years prior work experience in a related field.
- Proficiency with Microsoft Office Suite (Excel, Word, Outlook).
- Trust or Financial Services experience in a banking or legal environment is preferred.
- Eligibility for health, dental, life, and disability insurance coverages begins on date of hire.
- Retirement Plan - 401k with matching.
- ESOP - Employee Stock Ownership Plan.
- Time away from work - vacation time, sick time, and holidays.
- Tuition Assistance.
- Professional development opportunities.
The Bank of Tampa is an Equal Opportunity Employer M/F/V/D. A Drug-Free Workplace E-Verify Employer.
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Trust Administrator
4 weeks ago
Tampa, Florida, United States Bank of Tampa Full timeJob SummaryThe Trust Administrator is responsible for providing administrative and operational support to Trust Officers in the efficient administration of Revocable and Irrevocable Trusts, ILITS, Special Needs Trusts, Guardianships, Probate, and Custody accounts.Key Responsibilities:Provides administrative support to Trust Officers, including scheduling...
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