Trust Officer jobs in Fort Myers, FL
Recently Added Trust Officer jobs
Trust Accounting Associate
- Equity Trust
-
Fort Myers, FL
FULL_TIME
-
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
JOB OVERVIEW:The Trust Accounting Associate processes client requests accurately, efficiently, and in accordance with documented processes and procedures. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation. You will often process and review high volumes of standard tasks and transactions.
RESPONSIBILITIES & DUTIES:- Works with the Trust Accounting Team for daily transactions maintenance including deposits, payables, and client requests
- Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
- Demonstrates effectiveness in working through a high volume of daily transactions, payment processing, check coding, and data entry
- Handles client transaction verifications and communications
- Codes documents according to company procedures
- Provides support to other departments and employees as needed
- Processes client requests and follows up on pending requests
- Processes client distribution requests
- Works as an effective team member
- Displays excellent working knowledge of accounting processes and controls, able to troubleshoot and correct weaknesses
- Ability to research and solve account issues
- Working knowledge of various investment types
- Perform other duties as assigned
QUALIFICATIONS:- Associate degree in Finance or related field preferred
- Minimum one (1) year of experience in a Financial Services environment
- Experience in Accounting or Finance preferred
PROFESSIONAL CERTIFICATIONS:- None
TECHNICAL SKILLS:To be successful in this role, you should have experience with and an understanding of the following:Proficient in Microsoft Office Suite |
CULTURAL COMPETENCIES:In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:Customer Focus | Communicates Effectively
Resourcefulness | Balances Stakeholders
PHYSICAL DEMANDS/WORK ENVIRONMENT:This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin. - 17 Days Ago
Associate - Trust Accounting
- Equity Trust
-
Fort Myers, FL
FULL_TIME
- When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by per...
- 2 Months Ago
Trust Funding Coordinator
- The Dorcey Law Firm, PLC
-
Fort Myers, FL
FULL_TIME
- At The Dorcey Law Firm we work with our clients in estate planning, asset protection, business planning, probate, and elder law. We’re not quite what clients expect when working with an attorney. Whil...
- 6 Days Ago
Private Wealth Advisor - Trust
- Finemark National Bank
-
Naples, FL
FULL_TIME
- Position Summary: Manages and administers the Bank’s trust relationships with occasional oversight of more experienced trust administrators or Chief Fiduciary Officer with an emphasis on prudent fiduc...
- 11 Days Ago
Trust and Estates Administration Paralegal
- GrayRobinson
-
Naples, FL
FULL_TIME
- GrayRobinson, a full-service law and lobbying firm with attorneys and government relations professionals throughout 15 offices spanning the State of Florida and Washington, DC, has an immediate openin...
- 11 Days Ago
Associate Attorney - Trust and Estates
- GrayRobinson Branding
-
Naples, FL
FULL_TIME
- GrayRobinson, a full-service law and government consulting firm with 15 offices in Florida and Washington, D.C., has an opening in our Naples office for a Trust and Estates Associate with 4 years of e...
- 22 Days Ago
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0 Trust Officer jobs found in Fort Myers, FL area
Estate Planning & Trust Administration Paralegal
- Laird A. Lile, PLLC
-
Naples, FL
- THIS JOB IS LOCATED IN NAPLES, FLORIDA - WITH FIRM OFERING RELOCATION ASSISTANCE If you’re looking for a career position...
- 5/4/2024 12:00:00 AM
Paralegal Legal Assistant
- Stickley Law PA
-
Englewood, FL
- Job Description Job Description Full-Time position available for an efficient, organized person to assist our attorneys ...
- 5/4/2024 12:00:00 AM
Inside Sales Representative
- Fort Myers Division (BRN-FM)
-
Cape Coral, FL
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 5/3/2024 12:00:00 AM
Principal Consultant, Asset Lifecycle Risk Management (ALRM)
- Black & Veatch
-
Fort Myers, FL
- **Principal Consultant, Asset Lifecycle Risk Management (ALRM)** Date: Apr 28, 2024 Location: US Company: Black & Veatch...
- 5/2/2024 12:00:00 AM
Director of Business Development
- THE ARLINGTON OF NAPLES
-
Naples, FL
- Salary: $90,000 - $100,000 When you work at The Arlington of Naples, you have a front-row seat to the amazing life stori...
- 5/1/2024 12:00:00 AM
Wealth Planner - Naples, FL
- Fidelity TalentSource LLC
-
Naples, FL
- Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you lo...
- 5/1/2024 12:00:00 AM
Account Executive
- Advisors Fort Myers (BRN-FM)
-
Fort Myers, FL
- Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
- 4/30/2024 12:00:00 AM
Estate Planning Attorney
- LHH
-
Naples, FL
- LHH is currently assisting a well known and established firm in their search for an experienced estate planning attorney...
- 4/30/2024 12:00:00 AM
About Fort Myers, Florida
Fort Myers or Ft. Myers, is the county seat and commercial center of Lee County, Florida, United States. It has grown rapidly in recent years. As of the 2010 census, the city population was 62,298 and in 2017 was estimated at 79,943.
Fort Myers is a gateway to the Southwest Florida region and a major tourist destination within Florida. The winter estates of Thomas Edison ("Seminole Lodge") and Henry Ford ("The Mangoes") are major attractions. The city is named after Colonel Abraham Myers....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$71,833 to $102,301
Fort Myers, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago