Relationship Manager - Estate Services | Boca Raton, FL, USA

About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located 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 of Estate Services | Relationship Manager

• Serve as dedicated liaison for beneficiaries, executors, family members, and centers of influence throughout the trust and estate settlement process.
• Communicate complex estate and trust concepts in clear, accessible language to clients with varying levels of financial sophistication.
• Oversee the administration of assigned settlement portfolios from initial intake through final distribution.
• Coordinate with both internal and external teams including legal, tax, operations, administration, and investment management to ensure comprehensive service delivery.
• Manage settlement timelines, ensuring all fiduciary duties, court deadlines, and regulatory requirements are met.
• Review estate accountings, inventory reports, and distribution recommendations.
• Ensure adherence to trust documents, applicable state laws, and company policies throughout the settlement process.
• Support audit processes and respond to regulatory inquiries as needed. Qualifications
• At least eight years of trust administration experience , along with deep industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
• A bachelor's degree in a relevant field is required, with a preference for a master's degree, and certification as a Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Estate Planner (AEP®) is ideal.
• Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.

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.