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Trustee Assistant Jobs in Florida (NOW HIRING)

Legal Assistant II (Bankruptcy)

Venice, FL · On-site

$20 - $25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are seeking a Bankruptcy Legal Assistant II to support our attorneys and clients through all ... This role involves direct communication with clients, attorneys, the Court, and Trustees, as well ...

Bankruptcy Legal Assistant Location: Downtown Orlando, FL Schedule: 100% In-Office Salary: $55,000 ... Prepare and respond to correspondence with clients, creditors, trustees, court personnel, and other ...

... Trustees, * Proofing financial results for reasonableness, expected output, and consistency, * Analyzing budget and actual variances to assist with explanations, identifying accounting errors, and ...

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Trustee Assistant information

How does a trustee assistant typically interact with trustees and beneficiaries on a daily basis?

A Trustee Assistant often serves as a liaison between trustees, beneficiaries, and other professionals such as attorneys and accountants. Daily activities can include scheduling meetings, preparing reports, managing correspondence, and ensuring timely distribution of trust documents. The role requires strong communication skills, as the assistant must clearly convey information, address beneficiary inquiries, and support trustees in administrative tasks. This collaborative environment helps ensure the smooth operation and compliance of trust administration.

What are the key skills and qualifications needed to thrive as a trustee assistant, and why are they important?

To thrive as a Trustee Assistant, you need strong organizational skills, attention to detail, and a background in finance, law, or administration—often supported by a relevant degree or experience in trust services. Familiarity with trust management software, document management systems, and financial reporting tools is typically required. Excellent communication, discretion, and problem-solving abilities help build effective relationships with trustees, beneficiaries, and professionals. These skills ensure accurate administration of trusts, compliance with legal obligations, and smooth daily operations.

What is a trustee assistant?

Trustee Assistants are professionals who support trustees in administering trusts, estates, or other fiduciary arrangements. Their responsibilities typically include organizing documents, assisting with trust distributions, maintaining records, communicating with beneficiaries, and ensuring compliance with legal and financial regulations. They play a key role in streamlining administrative tasks and helping trustees fulfill their duties efficiently and accurately. Trustee Assistants often work in legal, financial, or estate planning firms.

How to get a job as a trustee assistant?

To become a trustee assistant, candidates typically need a high school diploma or equivalent, with some roles preferring post-secondary education in finance, law, or administration. Relevant skills include organization, communication, and familiarity with trust documents or financial management software; certifications are not usually required but can enhance prospects. Gaining experience through administrative or financial support roles can also improve chances of securing a trustee assistant position.

What cities in Florida are hiring for Trustee Assistant jobs?

Cities in Florida with the most Trustee Assistant job openings:

GOVERNMENT OPERATIONS CONSULT II - 37020672

State of Florida

Tallahassee, FL • On-site

$45K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 13 days ago


State Of Florida rating

6.5

Company rating: 6.5 out of 10

Based on 188 frontline employees who took The Breakroom Quiz

47th of 50 rated states


Job description

Requisition No: 880257
Agency: Environmental Protection
Working Title: GOVERNMENT OPERATIONS CONSULT II - 37020672
Pay Plan: Career Service
Position Number: 37020672
Salary: $45,060.11
Posting Closing Date: 08/18/2026
Total Compensation Estimator Tool
Government Operations Consultant II
Position #37020672
State of Florida
Department of Environmental Protection
Division of State Lands
Bureau of Public Land Administration
This position is located in Tallahassee, Florida
Position Overview and Responsibilities:
The Florida Department of Environmental Protection's Division of State Lands serves as Florida's lead agency for environmental management and stewardship and acts as staff to the Board of Trustees of the Internal Improvement Fund of the State of Florida (Board of Trustees). The Division of State Land's work goes far beyond land acquisition. The Division of State Lands oversees more than 12 million acres of public lands across Florida, including lakes, rivers, and islands. These lands provide opportunities for residents and visitors to explore, connect with, and appreciate Florida's one-of-a-kind natural landscapes.
The Division of State Lands' Bureau of Public Land Administration is is responsible for the management, administration, protection, and conservation of state-owned lands, as well as generating revenue on state land through a variety of instruments benefiting the Board of Trustees. Bureau of Public Land Administration staff perform their duties on behalf of the Board of Trustees and works with state agencies, state universities, local governments, and the public to meet the state's real estate needs through the administration of state land inventories.
This position conducts organizational studies and evaluations on office procedures providing technical assistance and developing procedures to assist the Bureau of Public Land Administration to operate more efficiently and effectively. Position duties and responsibilities include the following:
  • Consult, analyze, and exercise project management of work related to the issuance, modification, cancellation and/or renewal of revenue generating leases, easements, conservation easements, use agreements, management agreements, deeds and consent of use, that require authorization from the Board of Trustees, and/or through delegation of authority.
  • Collect, organize, evaluate, research, modify, and analyze problems and requests that require authorization from the Board of Trustees and/or through delegation of authority for accuracy, completeness and consistency with statutes, rules, bureau and departmental procedures, and policies.
  • Administer and develop legal contracts/documents and related backup materials consistent with statutes, rules, bureau, and departmental procedures and policies, prior to submittal to the supervisor.
  • Administer and prepare, organize, and maintain accurate computerized records/project files, and develop reports to ensure an efficient/accurate operation. Analyze reports and make recommendations to the supervisor to solve problems associated with the respective project management area(s) assigned.
  • Coordinate and communicate with applicants/agents, departmental staff, and governmental and private entities as required to identify and resolve problems.
  • Research and analyze complex special projects, manage and conduct collection of revenue and data associated with project files for assignment, and participate in items to be presented to the Board of Trustees.
  • Assist supervisor in evaluating contract procedures, updating manuals and instruction, updating shared informational software systems, and assists with training staff.
  • Perform other duties and related work as assigned by the supervisor.

Required Knowledge, Skills, and Abilities:
Knowledge of: The methods of data collection and analysis; andbasic management principles and practices
Ability to: Collect, evaluate, and analyze data to develop alternative recommendations; solve problems; document workflow and other activities relating to improvement of operational and management practices; organize data into logical format for presentation in reports, documents and other written materials; conduct fact-finding research; utilize problem-solving techniques; plan, organize, and coordinate work assignments; understand and apply applicable rules, regulations, policies, and procedures relating to operational and management analysis activities; communicate effectively; and demonstrate teamwork.
Other Requirement:
  • Possess a valid driver's license

Pay:
$45,060.11
Our Organization and Mission:
The Florida Department of Environmental Protection (DEP) is the state's lead agency for environmental management and stewardship - protecting our air, water and land. The vision of DEP is to advance Florida's position as a world leader in protecting natural resources while growing the state's economy. DEP encourages its leaders to constantly innovate and seek efficiencies. We believe in supporting and encouraging you as you take on important and often complex projects while offering you the opportunity to gain valuable experience quickly.
Where You Will Work:
Tallahassee - Tallahassee, Florida's Capital City, lined with rolling hills, oak trees and canopied roads combines old world charm with a modern pace of life. Home to two major universities as well as state government, Tallahassee is a mid-sized city in the heart of Florida's Big Bend. Tallahassee is a highly desirable location for both those seeking their first job or those ready to enter the next exciting chapter in their career.
The Benefits of Working for the State of Florida
Working for the State of Florida is more than a paycheck. The State's total compensation package for employees features a highly competitive set of employee benefits including:
  • Annual and Sick Leave benefits;
  • Nine paid holidays and one Personal Holiday each year;
  • State Group Insurance coverage options, including health, life, dental, vision, and other supplemental insurance options;
  • Retirement plan options, including employer contributions (For more information, please click www.myfrs.com);
  • Tuition waivers;
  • Total Compensation Estimator Tool
  • And more!

For a complete list of benefits, visit www.mybenefits.myflorida.com
Special Notes:
DEP is committed to successfully recruiting and onboarding talented and skilled individuals into its workforce. We recognize the extensive training, experience, and transferable skills that veterans and individuals with disabilities bring to the workforce. Veterans and individuals with disabilities are encouraged to contact our recruiter for guidance and answers to questions through the following email addresses:
HR_VeteransPreference@dep.state.fl.us
HR_Recruitment@FloridaDEP.gov
An individual with a disability is qualified if he or she satisfies the skills, experience and other job-related requirements for a position and can perform the essential functions of the position with or without reasonable accommodation. Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must contact the DEP Human Resources (HR) Office at (850) 245-2511. DEP requests applicants notify HR in advance to allow sufficient time to provide the accommodation.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (1-866-663-4735). Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.
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