Senior Trust Administrator Position Available In Palm Beach, Florida

About Us:

HighMark Trust (in formation) is an emerging administrative trust company, founded on a commitment to fiduciary integrity and personalized service. Headquartered in West Palm Beach, we are shaping a forward-thinking approach to directed and delegated trust administration, tailored to the evolving needs of sophisticated trust creators and beneficiaries. As we embark on this exciting chapter, our mission is to set a new standard in trust services-combining trusted expertise with innovative solutions for individuals and families establishing trusts in Florida and beyond.

Job Description:

The Senior Trust Administrator will play a vital role in building client relationships and supporting the operations and administration of our trust department. This position offers a unique opportunity for a dynamic individual to gain valuable experience and contribute to the growth and success of our company.

Key Responsibilities:

1.

Client Service Support:

Assist in maintaining strong client relationships by providing timely and accurate support. Respond to client inquiries, requests, and concerns, escalating complex issues to senior management as needed. Coordinate with internal teams to ensure the delivery of exceptional fiduciary services to clients. 2.

Administrative Duties:

Assist in the administration of trust accounts, including processing transactions, maintaining accurate records, and preparing account documentation. Support the onboarding of new clients by collecting necessary documentation and facilitating account setup procedures. Review and maintain trust-related documents, such as trust agreements, beneficiary designations, and investment instructions. Perform operational functions to open and service fiduciary accounts. 3.

Compliance and Regulatory Support:

Assist in ensuring compliance with all applicable fiduciary laws, regulations, and industry best practices. Support the implementation of internal controls and risk management processes to mitigate potential risks to the company and clients. 4.

Team Collaboration:

Collaborate with the trust department team members to achieve departmental goals and objectives. Stay informed about industry trends, regulatory changes, and best practices in trust administration to contribute to strategic planning and business development initiatives. Participate in team meetings, training sessions, and professional development opportunities to enhance skills and knowledge.

Qualifications:

Previous experience in trust administration Strong attention to detail and organizational skills Excellent verbal and written communication skills Ability to work collaboratively in a team environment Familiarity with trust accounting platforms Strong understanding of trust laws, financial regulations, tax planning, and legal compliance is a plus Relevant professional certifications (e.g., CTFA) are a plus.

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