Trust Administration Officer (Trust & Wealth Advisor)
citizens bank trustLakeland (FL)
Trust Administration Officer (Trust & Wealth Advisor)
Posted today
citizens bank trustLakeland (FL)
SENIORITY
Senior
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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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