Trust Administrator

Position Overview

Our BT Wealth Management and Trust Services teams are committed to taking the time to understand our clients’ financial goals and objectives, while working closely with other professionals to achieve a comprehensive wealth management strategy. We will coordinate the resources a client needs, which will typically include traditional trust, investment advisory, estate planning, retirement planning, and private banking services. It is the goal of the Trust Administrator to enhance the client relationship by providing comprehensive assistance to the Trust Officers as they work closely with the clients.

The Trust Administrator is responsible for supporting the Trust Officers and Portfolio Manager in various administrative duties for the efficient administration of Revocable and Irrevocable Trusts, ILITS, Special Needs Trusts, Guardianships, Probate, and Custody accounts. The Trust Administrator also works closely with the internal operations team to act as a back-up to complete on-site operations tasks.

Primary Duties And Responsibilities

• Provides administrative and operational support to Trust Officers.
• Provides superior client service and responds to inquiries from internal and external clients in a timely manner.
• Investigates and resolves problems within given knowledge level.
• Answers and directs calls; takes and relays messages; sorts, screens, and distributes mail with minimal supervision.
• Contacts and corresponds with persons, agencies and organizations who have an interest in assigned accounts. Builds relationships with beneficiaries and clients to understand their needs and succinctly presents to Trust Officers.
• Performs duties including scheduling appointments and/or tasks as necessary; assembles documents, reports, or other information as required.
• Monitors account transactions, including a daily review and resolving overdrafts, automatic deposits and a weekly review of standing remittances.
• Performs money movement for all trust, agency and custody accounts.
• Assists with opening new accounts by obtaining information and documentation from clients; reviewing and analysing trust governing documents; tracking and following up on outstanding documentation; and completing new account forms and checklists.
• Assists Trust Director and Trust Team with projects as needed.
  
  

“ This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.”

Minimum Qualifications

• Bachelor’s or Associate’s degree with 3 years prior work experience in a related field.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook).
  
  

Preferred Qualifications

• Trust or Financial Services experience in a banking or legal environment.
• Math skills: calculate interest and balance; locate routine mathematical errors; compute rate, ratio and percentages.
• Effective oral, written and interpersonal communication skills ( listening, confidence, professionalism) with individuals across all levels of the organization, both internal and external.
• Utilizes critical thinking to adhere to instructions, interpret documents, understand procedures, write reports and correspondence.
• Excellent organization skills with strong attention to detail.
• Strong judgment, ethics, and decision-making skills
• Ability to work independently and efficiently; and, able to work well in group setting.
  
  

OUR VALUES

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust, and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules, and regulations, and to maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefit plans – from medical, life, disability, and other insurance programs to savings and retirement plans and an array of work/life effectiveness policies and programs. As a highlight:

• Eligibility for health, dental, life and disability insurance coverages begins on date of hire.
• Retirement Plan - 401k with matching
• ESOP- Employee Stock Ownership Plan
• Time away from work – vacation time, sick time, and holidays
• Tuition Assistance
• Professional development opportunities
  
  

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER M/F/V/D

A DRUG FREE WORKPLACE E-VERIFY EMPLOYER