Job Overview:
The Trust Officer’s typical day involves managing trust accounts to ensure compliance with legal and company standards, making timely distributions to beneficiaries, and maintaining accurate records. You’ll work closely with clients to understand their financial goals, explain trust decisions, and collaborate with legal, tax, and wealth management professionals to address risks and complex issues. Building relationships is key—both by supporting internal teams and by networking to acquire new clients and assets, through community involvement.
Location: Orlando, FL or Ponte Vedra, FL
Duration: Permanent, Direct Hire opportunity
Preferred Qualifications:
Schedule: Mon – Fri, 8 AM -5 PM (some flexibility)
About the client:
This role will support a large financial institution headquartered in South Carolina, with a strong presence across the Southeast. The bank offers a comprehensive suite of personal and business banking services, including checking and savings accounts, loans, mortgages, wealth management, and digital banking solutions. The bank continues to grow through strategic acquisitions and innovation, making it a trusted partner for individuals and businesses alike.
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