livingHR, Inc. · 1 week ago
Client Services Administrator (Wealth Management)
Fort Myers, FL
Full-time
Onsite
Mid Level
$65K/yr - $85K/yr
3+ years expLivinghr is representing the Florida Trust, an independent trust company focused on building relationships to help individuals and families preserve and grow their wealth. The Client Services Administrator will coordinate administrative and operational duties to manage trust and investment account relationships, ensuring compliance and maintaining client satisfaction.
Human Resources
Responsibilities
Build and maintain relationships with clients and their professional advisors
Maintain accounts using trust accounting software
Prepare new account paperwork and resolve discrepancies with clients and colleagues
Set up disbursements, process cash additions, and monitor cash balances
Perform trust administration services based on client needs and account types
Ensure timely execution of duties in coordination with back-office personnel
Satisfy ongoing compliance requirements across accounts and relationships
Assist with annual regulatory and external audits, as well as internal procedural audits
Support tax reporting processes in collaboration with colleagues
Review daily reports related to cash activity and exception reporting
Maintain working knowledge of trust accounting principles
Stay proficient in trust accounting and management software, as well as word processing and spreadsheet tools
Qualification
Required
Bachelor's degree and/or equivalent experience required
3+ years of experience in financial, legal, accounting, or analytical positions
Proficiency with Excel and learning company systems
Heightened attention to detail and ability to focus on several tasks at once
Strong interpersonal skills
Preferred
Understanding of concepts, principles, and practices of fiduciary law is preferred
Experience working directly with high-net-worth clients
Benefits
90% employer-paid medical coverage.
Dental and vision plans available at employee cost.
Employer-supported 401(k) safe harbor contribution
Employee Stock Ownership Plan (ESOP).
Generous PTO
Paid holidays
Hybrid policy
Access to mental health resources
Wellness initiatives.
Annual team events
Community involvement opportunities
Respectful, inclusive workplace.
Company
livingHR, Inc.
livingHR is The Work Agency® making work better for people because we know it creates better outcomes for humanity and business.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Keri Higgins-Bigelow
Founder + CEO
Recent News
2023-12-24
2023-12-24
Company data provided by crunchbase