Trust Associate Jobs in New Port Richey, FL (NOW HIRING)

ABOUT THE ROLE:

This roleis responsible forproviding administrative and operational support for the management of fiduciary accounts. The Associate Trust Administrator partners with Trust Administrators, Trust Officers, and internal teams to support account administration, ensureaccurateprocessing, and delivera consistentand compliant client experience.

Please see below for specific responsibilities and requirements for this role.

YOUR RESPONSIBILITIES:

The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.

• Client Service Support:Supports internal and external clients, including beneficiaries and advisors, responding to routineinquiriesandassistingwith account-related requests.

• Account Maintenance:Maintainsclient account information, including updates to account records, statements, and client data, ensuring accuracy and completeness.

• Transaction Processing:Supports execution of account transactions, including cash movements, check processing, and account updates, following established procedures.

• Account Monitoring:Monitorsaccountactivity for overdrafts and exceptions, escalating issues and supporting resolution tomaintainalignment with account requirements.

• Account Lifecycle Support:Assistswith account openings, closings, and transfers, ensuring proper documentation, asset movement, and system setup.

• Operational and Reporting Support:Prepares reports and gathers account data to support reviews, audits, and ongoing client servicing needs.

• Documentation and Coordination:Coordinates documentation with internal teams, external partners, and tax preparers to support account administration.

• Collaboration and Partnership:Works closely with Trust Administrators and Officers to support day-to-day account management and client servicing.

• Process Execution:Follows established procedures and contributes to consistent operational practices across the team.

• Other Duties:Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team's and the company's mission.

MINIMUM REQUIREMENTS:

• High School Diploma or equivalent required,bachelorsdegree preferred.

• Minimum of 2 years ofdemonstratedfiduciary administration or client service experience preferred.

• Basic knowledge of trust administration, estate planningstrategies, andincome, gift, and estate tax concepts.

REQUIRED SKILLS:

Qualified candidates willpossessafoundationaldegreeofproficiency(typically from2yearsof work or practical experience), in:

• Client Service:Ability to support client and partner interactions in a professional and responsive manner.

• Administrative Support:Ability to manage account documentation, transactions, and operational processes with accuracy.

• Fiduciary Awareness:Foundational understanding of trust administration, estate planning concepts, and fiduciary responsibilities.

• Attention to Detail:Ability tomaintainaccuraterecords, monitoraccountactivity, and ensure completeness of work.

• Communication:Effective written and verbal communication skills when interacting with clients, partners, and internal teams.

Please refer to the "Skills for Success" section to learn how to stand out as an applicant.

SKILLS FOR SUCCESS:

Qualified candidates willpossessafoundationaldegree ofproficiency(typically from1-2yearsof work or practical experience), in:

• Accountability and Teamwork:Operateseffectively in an environment that balances individual accountability with team-based performance.

• Interpersonal Communication:Demonstratesstrong interpersonal skills, including clear verbal and written communication.

• Problem Solving and Analysis:Uses sound judgment and basic analytical skills toidentifyissues and support resolution.

• Collaboration:Works effectively with professionals across multiple disciplines to support client service delivery.

• Professional Presence:Maintainsa professional presence in interactions with clients, partners, and internal stakeholders.

• Client Focus:Demonstratesa commitment to delivering high-quality service in a fast-paced, team-oriented environment.

DOING THE RIGHT THING:

Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you.