Trust Administrator Jobs in Florida
A Trust Administrator in the banking industry is responsible for managing trusts, estates, and investment accounts, following the specifications within the trust agreement. This professional liaises with beneficiaries and other interested parties, ensuring all transactions are completed accurately and promptly. They may also conduct regular reviews of the trust agreements to verify the adherence to laws and regulations. Trust Administrators may assist in estate planning, tax strategies, and wealth transfer, offering clients invaluable financial advice and solutions.
Trust Administrators should possess strong analytical, communication, and organizational skills. They should be detail-oriented and have a comprehensive understanding of trust and estate law, financial planning, tax law, and investment strategies. As for certifications, many employers prefer candidates with Certified Trust and Financial Advisor (CTFA) certification, which indicates a high level of competency in trust administration. Prior to becoming a Trust Administrator, individuals often gain experience in roles such as Trust Associate, Trust Officer or Legal Assistant. A background in law, finance, or accountancy is typically required.
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#LI-TG1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities...
Under limited supervision, uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads others as well as...
Under limited direction uses specialized knowledge and skills obtained through experience and specialized training or certification to administer personal trust accounts. Leads defined work or...
Under administrative direction uses specialized knowledge and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or...
Trust Officer II (TO II), Private Banking, Jacksonville, FL - Trust Officers focus on serving the personal trust and fiduciary needs of affluent clients as a single point of contact and will be responsible...
Remote WorkApplication Deadline: 07/24/2025 Address: 52 S Lemon Avenue Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional...
#LI-TG1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities...
Application Deadline: 07/24/2025 Address: 52 S Lemon Avenue Job Family Group: Wealth Sales & Service Provides high quality sales and service to Trust & Estate clients to deliver an exceptional...
Qualifications 8-10 years of experience in trust administration, wealth management, or a related financial services role required....
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Remote WorkManage the new account opening process including reviewing all critical forms and documents, and ensuring proper trust funding, account opening with correct coding regarding statements, proxies, investments...
Fiduciary Advisor III (Trust Advisor/Trust Officer) - Private Bank
- Vero Beach, FL
- 45+ days ago
- Vero Beach, FL
- 45+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Fiduciary Advisor III (Trust Advisor/Trust Officer) - Private Bank
- Vero Beach, FL
- 45+ days ago
- Vero Beach, FL
- 45+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Trust Administrator I - Capital City Bank - More than your bank. Your banker. Hours: Monday - Friday 8 a.m. - 5 p.m....
Remote WorkDemographic Data for Florida
Moving to Florida? Find some basic demographic data about Florida below.
Trust Administrator Online Courses and Training Opportunities
Salary for Trust Administrator Jobs in Florida
Required or preferred licenses and certifications for Trust Administrator positions.
Highest Education Level
Trust Administrators in Florida offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Trust Administrator position
- Retail Banking
- Account Opening
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Commercial Banking
- Account Maintenance
- Private Banking
- Know Your Customer
- OFAC
- Mortgage Processing
- Credit Analysis
- Financial Services
- Wealth Management
- Investment Banking
- Capital Markets
- Anti-Money Laundering
- Investment Management
- Taxes
- Financial Planning
- Risk Analysis
- Client Services
- Financial Analysis
- Real Estate
- Referrals
- Risk Management
- Relationship Management
- Finance
- Accounts Payable
- Closing
- Process Improvement
- Decision Making
- Accounting
- High School Diploma
- Business Development
- Written Communication
- Collaboration
- Documentation
- Interpersonal Skills
- Bachelor's Degree
- Filing
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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