Client Services Administrator (Wealth Management)
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Overview
Job Description
Reports to: SVP, Director of Operations
Employment Type: Full-time / Onsite
Location: Lee County
WHO WE ARE
Our client, the Florida Trust, is not your typical financial institution. They’re an independent trust company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Their team is close-knit, community-minded, and committed to doing right by their clients—and each other.
WHAT YOU’LL DO
The Client Services Administrator coordinates the various administrative and operational duties
necessary to manage trust and investment account relationships.
Client & Account Management
• 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.
Operations & Compliance
• 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.
Reporting & Technical Proficiency
• 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.
WHAT WE’RE LOOKING FOR
Must-Haves:
• 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
Nice-to-Haves:
• Understanding of concepts, principles, and practices of fiduciary law is preferred
• Experience working directly with high-net-worth clients
WHY YOU’LL LOVE WORKING HERE
Working here feels like being part of something meaningful. We believe in professionalism
without pretense, and we treat our team like the valuable people they are—not just job titles.
You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work
and the people they serve.
• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at
employee cost.
• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock
Ownership Plan (ESOP).
• Work-Life Balance: Generous PTO, paid holidays, hybrid policy, and a supportive team culture.
• Wellbeing: Access to mental health resources and wellness initiatives.
• Culture: We host annual team events, community involvement opportunities, and foster a
respectful, inclusive workplace.
#LI-MW1
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.