Trust Administration Officer (Trust & Wealth Advisor)

Citizens Bank & TrustLakeland, FL

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Overview

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On-site

Job Description

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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FAQs About Trust Administration Officer (Trust & Wealth Advisor) Jobs at Citizens Bank & Trust

What is the work location for this position at Citizens Bank & Trust?

This job at Citizens Bank & Trust is located in Lakeland, FL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Citizens Bank & Trust?

Employer has not shared pay details for this role.

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