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Reports to: SVP, Director of Operations
Employment Type: Full-Time and On-site
ABOUT OUR CLIENT
Our client is an independent wealth management 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. The 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.
- Open, close, and maintain accounts using trust accounting software.
- Prepare new account paperwork and resolve discrepancies with clients and colleagues.
- Reconcile new and closed accounts, including account transfers.
- 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.
Must-Haves:
- Bachelor’s degree and/or equivalent experience required
- 3-5 years of experience working directly with high-net-worth clients
- Proficiency with Adobe and Excel
- 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
WHY YOU’LL LOVE WORKING HERE
You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.
Health & Wellness: Company-paid comprehensive medical insurance. Optional dental and vision plans available at employee cost.
Financial Benefits: 401(k) with an annual company contribution.
Work-Life Balance: Generous PTO, paid holidays, and a supportive team culture.
Wellbeing: Access to mental health resources and wellness initiatives.
Culture: Annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.
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