Trust Officer I

Seacoast Bank
Winter Park, FL
Category Education
Job Description
Responsible for the administration of assigned accounts, including 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.

Requirements

  • Responsible for opening and maintaining client accounts
  • Closely documenting real estate and mortgage notes held in assigned accounts
  • Arranging appraisals and/or evaluation of assets
  • Coordinating and overseeing trust asset transfers and receipts
  • Creating, organizing, and maintaining complete accounting records for accounts
  • Contacting and corresponding with clients, beneficiaries, and their advisors
  • Resolving issues of concerns to the principals, beneficiaries, and others
  • Coordinating administration of accounts with the investment, tax, and operations areas
  • Supporting Seacoast's local market community leadership efforts

Benefits

  • Paid Time Off
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Retirement Plan
  • Life Insurance
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