Senior Trust and Fiduciary Specialist

2 days ago


Fort Myers, Florida, United States Finemark National Bank Full time
About the Role

We are seeking an experienced Senior Trust and Fiduciary Specialist to join our team at Finemark National Bank. In this role, you will be responsible for managing and administering complex trust relationships, including estate settlement, with a focus on prudent fiduciary risk management.

You will work closely with clients, beneficiaries, and legal professionals to ensure timely completion of trust account reviews, set up new accounts accurately, and process discretionary distributions efficiently.

The ideal candidate will have a strong understanding of trust laws, tax regulations, and compliance requirements, as well as excellent verbal and written communication skills.



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