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Relationship Manager - Trust Administrator - Coral Gables Trust Company

Coral Gables Trust CompanyCoral Gables, FL🇺🇸United States

Why this role stands out

As a Relationship Manager at Coral Gables Trust Company, you'll build strong client connections while coordinating comprehensive financial solutions, offering significant growth and development opportunities in a respected firm. This hybrid role is perfect for experienced trust administrators looking to expand their expertise and contribute to a collaborative team environment. You'll thrive by proactively engaging with clients and internal departments to deliver exceptional service.

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationCoral Gables, FL, United States
Microsoft Office

Job description

About Coral Gables Trust Company

Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.

Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.

Primary Responsibilities of Trust Administrator | Relationship Manager

  1. Responsible for maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations. Serves as the primary point of contact for beneficiaries, co-fiduciaries, outside legal or tax counsel and wealth management clients.
  2. Develops and maintains working knowledge of governing documents and account agreements.
  3. Serves as a critical internal and external bridge, connecting clients with various organizational service areas including Tax and Financial Planning, Investments and Legacy Planning while coordinating comprehensive financial solutions. Their core responsibility is to develop and sustain robust client relationships through proactive communication and strategic, integrated service delivery across multiple financial domains. Works directly with clients and acts internally as a liaison between the Managing Directors and all other service areas of the organization.

Qualifications

  1. At least five years of trust administration experience, along with industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
  2. A bachelor's degree in a relevant field is required, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
  3. Strong leadership, teamwork, analytical thinking and problem-solving skills, as well as excellent verbal and written communication, presentation, and organizational skills are essential. Proficiency in Microsoft Office Suite is required, with experience using Wealthbox is ideal.

Benefits

Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.

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