Trust Administration Officer (Trust & Wealth Advisor)

Posted today

citizens bank trustLakeland (FL)

SENIORITY

Senior

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About the role

Trust Administration Officer (Trust & Wealth Advisor) Join a team dedicated to helping clients protect, grow, and transfer their wealth with confidence. Citizens Bank & Trust is seeking an experienced Trust Administration Officer (Trust & Wealth Advisor).The primary responsibility for this role is to oversee the administrative management of assigned accounts, with particular attention to those in which the bank serves in a fiduciary capacity. This position could also offer opportunities for cultivating and developing new trust and investment management relationships, with a primary focus on the affluent and high-net-worth market segment, dependent on how the book of business is allocated between multiple trust officers. The individual may provide leadership and supervision to one or more Trust and Wealth Associates, guiding daily activities and ensuring operational effectiveness. In addition, close collaboration with Portfolio Managers and the Compliance Manager is required to ensure all client accounts are administered in accordance with regulatory requirements and the bank's standards of excellence.

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