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Client Service Associate - Coral Gables Trust Company
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Trust Company information
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$11K - $28.7K
0% of jobs
$44.2K is the 25th percentile. Wages below this are outliers.
$28.7K - $46.5K
29% of jobs
$46.5K - $64.2K
0% of jobs
$64.2K - $81.9K
0% of jobs
$81.9K - $99.6K
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$99.6K - $117.4K
0% of jobs
The median wage is $131.7K / yr.
$117.4K - $135.1K
27% of jobs
$135.1K - $152.8K
17% of jobs
$156K is the 75th percentile. Wages above this are outliers.
$152.8K - $170.5K
14% of jobs
$170.5K - $188.3K
6% of jobs
$188.3K - $206K
7% of jobs
$11K
$124.8K
$206K
How much do trust company jobs pay per year?
What is the difference between Trust Company vs Trust Officer?
| Aspect | Trust Company | Trust Officer |
|---|---|---|
| Role | Legal entity managing trusts and fiduciary services | Individual responsible for managing client trusts and accounts |
| Credentials | Licensed trust company, often regulated | Typically requires certifications like CFP or CFA |
| Work Environment | Corporate setting, trust departments | Bank or financial institution, client-facing |
| Industry Usage | Financial services, fiduciary management | Wealth management, estate planning |
While a Trust Company is a legal entity providing fiduciary services, a Trust Officer is an individual professional working within such a company to manage client trusts. Both play vital roles in estate and wealth management, but the Trust Company operates as the organization, whereas the Trust Officer is the key personnel executing trust administration.
What are some common challenges faced by professionals working at a trust company, and how can they be addressed?
What is a trust company and what services does it provide?
Which job is best for a 40 year old woman?
How do you become a trust company?
What do trust companies do?
What are the key skills and qualifications needed to thrive as a Trust Company Officer, and why are they important?
What jobs make $3,000 a day?

Trust Operations Associate - Coral Gables Trust Company
Fort Lauderdale, FL • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 9 days ago
Job description
About Coral Gables Trust Company
Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.
Primary Responsibilities of Trust Operations Associate
The Trust Operations Associate supports the day-to-day administrative and operational functions of the trust department at Coral Gables Trust Company. This entry-level role is responsible for processing trust account transactions, maintaining accurate recordkeeping, and delivering exceptional service to clients, team members, and advisors. The Associate works under direct supervision and serves as a key contributor to the accuracy and efficiency of trust administration operations.
• Process routine trust account transactions including distributions, contributions, wire transfers, and bill payments in accordance with established procedures and applicable trust documents.
• Maintain and update trust account records in the trust accounting system, ensuring data integrity and completeness across all accounts.
• Prepare account statements, transaction confirmations, and reporting packages for internal stakeholders on a scheduled and ad hoc basis.
• Assist with the opening and closing of trust accounts, including the collection and verification of required documentation (e.g., trust agreements, tax identification forms, beneficial ownership certifications).
• Coordinate with internal and financial institutions to facilitate asset transfers, security settlements, and account re-registrations.
• Support the annual account review process by gathering account information, organizing documentation, and preparing review packages for trust officers.
• Ensure compliance with internal policies, regulatory requirements, and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) protocols in all account activities.
• Assist with tax preparation support, including the compilation of Schedule K-1 packages, 1099s, and other fiduciary tax documents in coordination with the tax team coordinating tax payment.
• Perform general administrative duties including document scanning, filing, correspondence preparation, and meeting coordination.
Qualifications
• Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience considered.
• 0–2 years of experience in trust operations, banking, financial services, or a related field.
• Basic understanding of trust and estate concepts, fiduciary principles, or financial services operations.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with trust accounting systems (e.g., SunGard/FIS, SEI, or similar platforms) a plus.
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a deadline-driven environment.
• Excellent written and verbal communication skills with a professional, client-service orientation.
• Ability to handle confidential information with discretion and integrity.
Benefits
Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.
About Coral Gables Trust
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Miami, FL, US
Year founded
2004