Probate & Guardianship Associate jobs in United States
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Seacoast Bank · 1 week ago

Probate & Guardianship Associate

positionMiami, FL
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

Seacoast Bank is a financial institution, and they are seeking a Probate & Guardianship Associate. The role involves managing estate and guardianship accounts, ensuring compliance with court orders, and providing excellent customer service to attorneys and paralegals.

BankingFinancial ServicesLending
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H1B Sponsor Likelynote

Responsibilities

Process routine account transactions
Process disbursements via cashier’s check per court order
Process account closings per court order
Process outgoing wires per court order
Scan new accounts and documentation into system
Receives and sort mail for the department
Coordinates courier drop-offs and pick-ups
Processes internal transfers
Report suspicious activity to the BSA/AML department
Process all monthly scheduled disbursements and transfers on the first of the month per court order
Create brand awareness at community, charitable and civic events as a bank ambassador
Adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures
This job description in no way states or implies that these are the only duties to be performed by this employee in this role. The incumbent is required to follow any other instructions and to perform any other duties requested by his or her supervisor/manager
Adhere to Seacoast Bank’s Code of Conduct

Qualification

Probate knowledgeGuardianship knowledgeBilingualMicrosoft Office SuiteCustomer service skillsPC ProficiencyCommunication skillsInterpersonal skillsInitiative

Required

High School Diploma or equivalent required
2 years college degree minimum or the equivalent experience required
Demonstrate excellent communication (written and verbal) and interpersonal skills
Able to work independently and exercise a high degree of initiative
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software

Preferred

Bilingual (fluent verbal and written) preferred

Company

Seacoast Bank

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Since 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth and talented, professional employees.
dateFounded in 1926
location
Stuart, Florida, USA
people-size1001-5000 employees
web-link
https://www.seacoastbank.com

H1B Sponsorship

Seacoast Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (4)
2021 (3)

Funding

Current Stage
Public Company
Total Funding
$9.19M
2014-12-31Post Ipo Equity· $9.19M
1984-02-03IPO

Leadership Team

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Juliette P. Kleffel
Executive Vice President, Chief Operating Officer
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Recent News

GlobeNewswire
Seacoast Bank and Quavo Partner to Enhance Dispute Operations and Reduce Fraud Losses
2025-12-09
Yahoo Finance
Seacoast Banking Corporation of Florida Third Quarter 2024 Earnings: EPS Beats Expectations
2024-12-28
GlobeNewswire
Seacoast Banking Corporation of Florida Announces Renewal of Share Repurchase Program
2024-12-28
Company data provided by crunchbase