Trust Operations Associate Position Available In Broward, Florida
Tallo's Job Summary: The Trust Operations Associate at Coral Gables Trust Company in Fort Lauderdale, United States, supports daily trust and wealth management operations. Responsibilities include onboarding, closings, transfers, and fee processing, as well as internal communication and document review. Ideal candidates have strong organizational skills, attention to detail, and proficiency in Microsoft Office. Employee benefits include 401(k) matching, health insurance, and professional development assistance.
Job Description
Trust Operations Associate
Coral Gables Trust Company
Fort Lauderdale, United States
Posted 1 day ago In-Office Job Permanent Competitive
About Coral Gables Trust Company
Coral Gables Trust Company is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services with offices in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.
Primary Responsibilities
The Trust Operations Associate within the Trust Operations department plays a key role in supporting the daily operations of trust and wealth management accounts, with a primary focus on account onboarding, account closings, transfers, and fee processing. The position involves communicating internally with the Trust Administration and Finance teams, as needed, participating in meetings, and facilitating requests with vendors.
Additionally, the role requires reviewing Know Your Client (“KYC”) documents and new account paperwork, setting up fee schedules and assessing other one-time fees, maintaining organized records and documentation, and assisting in other departmental areas with a willingness to take on additional responsibilities.
Qualifications
The ideal candidate demonstrates a positive, team-oriented attitude, should be technically inclined, possess strong organizational skills and attention to detail, has proficiency in Microsoft Office, and excellent written and verbal communication skills.
Benefits
Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.
