Trust Administrator | Bay/Walton County

Principal Duties And Responsibilities

• Maintains and grows book of business of high net worth families, individuals, and organizations through building relationships, providing excellent and professional client service, and cultivating active relationships with business professionals in the community.
• Develops new business and confers with potential clients within current book of business. Meets and exceeds sales goals established for new business. Also accompanies Business Development Officer on calls to prospective clients.
• Works with attorneys in matters relating to clients which includes reviewing drafts of estate planning documents for clients.
• Coincides with external CPAs pertaining to tax issues relating to client needs.
• Sets up estates, trusts, guardianships, and agency accounts. Has the responsibility of building relationships with persons, agencies, and organizations that have an interest in any aspect of an account.
• Manages assigned accounts in accordance with terms specified in the trust instrument, agreement, or state statutes in a manner consistent with needs of the principals, and current and remainder beneficiaries.

Additional requirements

• Consistently coordinates with Portfolio Manager of account and client to establish the client’s investment objectives and risk tolerance as well as managing ongoing changes in client needs.
• Makes account distributions per legal document and applicable law per set standards within the department.
• Completes monthly account reviews. All accounts should be in compliance with federal/state law and company policy.
• Completes and reports, monthly, pipeline activity.
• Represents the company in business and community activities.
• Responsible for staying current with federal, state, and tax laws pertaining to estate planning and fiduciary responsibility.

Knowledge, Skills And Abilities (KSAs)

• The following KSAs are usually acquired through college education with specialized business training course(s) and two to four years of related experience:
• At least two to four years of experience with trust law and administration, including regulations, rights of survivorship, and financial institution operating policies and procedures.
• Excellent verbal and written communication needed to develop client and professional relationships.
• Ability to prioritize and work unsupervised.
• Strong organizational skills and work ethic.
• Engages and thrives in regular interpersonal contact with clients, business professionals and colleagues.
• Prowess in handling multiple, diverse, and complex tasks.
• Proficient computer skills including expertise in Microsoft Office and ability to adapt to other computer programs as necessary to perform job function.

Education

• Bachelor’s degree in finance or related field required.
• Certified Financial Planner™ (CFP®) designation or Certified Trust and Financial Advisor (CTFA) is preferred.
• Relevant experience may substitute for the education requirement.

Associated Duties

• Provides additional support to manager and department colleagues for the purpose of ensuring the efficient and effective functioning of the work unit.
• Completes all assigned/required Bank training within established timelines.

Working Conditions

• Professional office atmosphere.
• Fast-paced.
• In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.

Benefits

• Medical, Dental and Vision
• Life Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

EEO/Protected Veterans/Disabled/Drug Free

• Equal Opportunity Employer
• Protected Veterans
• Disabled
• Drug Free