Seacoast Bank
Overview
Trust Officer I role at Seacoast Bank. 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. Responsibilities
Open and maintain client accounts, handling all matters related to administration of assigned accounts in accordance with governing instruments, law, and Bank policy. Closely document real estate and mortgage notes held in assigned accounts. Arrange appraisals and/or evaluation of assets. Coordinate and oversee trust asset transfers and receipts. Create, organize, and maintain complete accounting records for accounts, including collecting and disbursing funds for clients and beneficiaries, as well as account expenses. Contact and correspond with clients, beneficiaries, and their advisors; resolve issues to carry out the provisions of governing instruments. 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 the industry, observing the spirit and letter of government regulations 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 describe the general nature and level of work performed by people assigned to this position and are not intended to be exhaustive. All Associates are required to adhere to the highest legal and ethical standards and to comply with regulatory, legal, ethical and Bank risk mitigation requirements. Successful completion of annual required training post-hire and effective execution of role responsibilities are expected. IsExpired: false
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Trust Officer I role at Seacoast Bank. 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. Responsibilities
Open and maintain client accounts, handling all matters related to administration of assigned accounts in accordance with governing instruments, law, and Bank policy. Closely document real estate and mortgage notes held in assigned accounts. Arrange appraisals and/or evaluation of assets. Coordinate and oversee trust asset transfers and receipts. Create, organize, and maintain complete accounting records for accounts, including collecting and disbursing funds for clients and beneficiaries, as well as account expenses. Contact and correspond with clients, beneficiaries, and their advisors; resolve issues to carry out the provisions of governing instruments. 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 the industry, observing the spirit and letter of government regulations 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 describe the general nature and level of work performed by people assigned to this position and are not intended to be exhaustive. All Associates are required to adhere to the highest legal and ethical standards and to comply with regulatory, legal, ethical and Bank risk mitigation requirements. Successful completion of annual required training post-hire and effective execution of role responsibilities are expected. IsExpired: false
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