Job Description

Job Description

Job Description

JOB SUMMARY:
Responsible for the administration of assigned accounts, including some complex Estates, Trusts, Guardianships and Agencies. Represents the Bank in associated business activities in the community and with clients, attorneys and beneficiaries on all matters relating to these accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Responsible for opening and maintaining client accounts, handling all matters related to administration of assigned accounts in accordance with governing instruments, law, and Bank policy.
• Responsible for closely documenting real estate and mortgage notes held in assigned accounts.
• Responsible for arranging appraisals and/or evaluation of assets.
• Responsible for the coordination and oversight of trust asset transfers and receipts.
• Responsible for creating, organizing, and maintaining complete accounting records for accounts, including collecting and disbursing funds for clients and beneficiaries, as well as account expenses.
• Responsible to contact and correspond with clients, beneficiaries, and their advisors. Resolve issues of concerns to the principals, beneficiaries, and others, in carrying out the provisions of the governing instrument.
• Coordinate administration of accounts with the investment, tax, and operations areas.
• Support Seacoast’s local market community leadership efforts by attending community, charity or civic events, or serving community-based organizations.
• Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.
• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

• High School Diploma or equivalent required.
• College degree or relevant work experience required.
• 3+ years in trust administration (administration of personal trusts, estates, guardianships, investment agency, IRA and custody accounts) or JD required.
• Graduate of Florida Trust School, Cannon Trust School, National Trust School, CTFA designation or JD preferred.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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