Trust Administration Officer (Trust and Wealth Advisor)
Lakeland, FLJobSeen 1w agoSeen in employer's feed 2 days ago
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Job overview
Citizens Bank and Trust seeks an experienced Trust Administration Officer to oversee assigned accounts, particularly those in which the bank serves in a fiduciary capacity. The role may also involve cultivating trust and investment management relationships with affluent and high-net-worth clients, depending on book allocation. The officer may supervise Trust and Wealth Associates and collaborates with Portfolio Managers and the Compliance Manager to support compliant account administration.
Skills & qualifications
Skills
Full job description
Join a team dedicated to helping clients protect, grow, and transfer their wealth with confidence. Citizens Bank and Trust is seeking an experienced Trust Administration Officer (Trust and Wealth Advisor). The primary responsibility for this role is to oversee the administrative management of assigned accounts, with particular attention to those in which the bank serves in a fiduciary capacity. This position could also offer opportunities for cultivating and developing new trust and investment management relationships, with a primary focus on the affluent and high-net-worth market segment, dependent on how the book of business is allocated between multiple trust officers. The individual may provide leadership and supervision to one or more Trust and Wealth Associates, guiding daily activities and ensuring operational effectiveness. In addition, close collaboration with Portfolio Managers and the Compliance Manager is required to ensure all client accounts are administered in accordance with regulatory requirements and the bank's standards of excellence.
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