Trust Administration Officer (Trust & Wealth Advisor)

Citizens Bank & Trust

Trust Administration Officer (Trust & Wealth Advisor)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.

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Trust Administration Officer (Trust & Wealth Advisor) in Lakeland, FL vacancy

Financial Advisor
$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a... ...& Advisory Services Trust Services Retirement Solutions... ...vision and goals like opening an office, joining a sophisticated team,... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Lakeland, FL
3 days ago
Financial Advisor
$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your... ...goals: retirement, building wealth, estate strategies, funding education... ...by your branch team, a home-office team and other regional... ...they are important to accelerate trust and help them stay on track....
Suggested
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Lakeland, FL
17 hours ago
Financial Advisor
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...• Investment & Advisory Services • Trust Services • Retirement Solutions • Business... ...long‑term vision and goals like opening an office, joining a sophisticated team, or becoming...
Suggested
Work at office
UNAVAILABLE
Lakeland, FL
3 days ago
Financial Representative
...access to the latest industry resources, you'll be well-equipped to succeed in your new role. Our goal is to see you succeed as a trusted professional who can positively impact the lives of many. Qualifications Passion for bettering members’ financial lives....
Suggested
Local area
MWA Careers - Fort Myers
Lakeland, FL
14 days ago
Head Teller
...Citizens Bank & Trust is looking for a Head Teller for our Lakeland location. The Head Teller manages the daily operations of the teller line, including cash balancing, staff coaching, and transaction oversight. This role ensures accurate and compliant processing of...
Suggested
Citizens Bank & Trust
Lakeland, FL
5 days ago
Administrative Operations Asst - Centralized
$21 - $29 per hour
## Administrative Operations Asst - CentralizedApply: Dallas-Fort Worth, TX: Anaheim, CA: Lakeland... ...journey to be most admired, we rely on trust, shared leadership, open communication,... ...multi-billion-dollar family of companies with offices around the world. #J-18808-Ljbffr
Hourly pay
Full time
For contractors
Work experience placement
DPR Construction
Lakeland, FL
1 day ago
Department Manager
...online application, or if you already applied, contact ****@*****.***@us.mcd.com. There may be a short delay in response time while we continue to monitor the impacts of COVID-19. We sincerely thank you for your continued trust in the Golden Arches....
Temporary work
Local area
Flexible hours
Shift work
McDonald's
Lakeland, FL
1 day ago
Relationship Banker - Immediate Need
...Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer... ...customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated...
Ongoing contract
Temporary work
Work experience placement
Immediate start
Wells Fargo
Auburndale, FL
2 days ago
Teller (PT Temp)
...creating great member experiences, building relationships, and making a positive impact with every interaction. In this role, you'll be a trusted first point of contact for our members. You'll handle transactions accurately, uncover member needs, and connect people with...
Temporary work
Part time
Monday to Friday
Trax Credit Union
Plant City, FL
3 days ago
College Financial Representative, Internship Program - 2026-28567 - Lakeland, Florida
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Lakeland, FL
21 hours ago
Relationship Banker - Immediate Need
...Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer... ...customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated...
Temporary work
Work experience placement
Immediate start
Wells Fargo
Auburndale, FL
2 days ago
Administrative Coordinator/Program Coordinator
...Cleaning & Restoration Corp - - Responsibilities: Fields calls from customers and team members and builds rapport; Oversees office administrative operations; Creates office systems; Problem solves and helps people find solutions; Ensure compliance with standards and regulations...
Work at office
Inspection Cleaning & Restoration Corp
Lakeland, FL
3 days ago
Administrative Coordinator/Program Coordinator
$15 per hour
...Administrative Coordinator/Program Coordinator What does an Administrative Coordinator with Paul Davis do? Fields calls from customers and team members and builds rapport Oversees office administrative operations Creates office systems Problem solves and helps people...
Hourly pay
Work at office
IICRC
Lakeland, FL
4 days ago
Remote Administrative Support Specialist
...worldwide. With a robust team of 600+ professionals across 25 offices in 14 countries, we take pride in our ability to serve... ...our operations, we are seeking a detail-oriented and proactive Administrative Support Specialist to join our dynamic team. This role is essential...
Work at office
Remote work
Worldwide
GrabJobs
Lakeland, FL
3 days ago
Office Manager
...are valued. PRN Group offers opportunities to grow skills in office operations, logistics coordination, and business support. The... ...work environment. In this role, the Office Manager coordinates administrative tasks, manages office supplies and equipment, supports scheduling...
Full time
Relief
Work at office
Packaging Resource Network (PRN Group)
Lakeland, FL
2 days ago
Hybrid Administrative Assistant Coordinator
...Job Description Job Description We're Hiring: Hybrid Administrative Assistant/Coordinator Join Our Top-Producing Real Estate Team!... ...daily operations, ensuring efficient transaction coordination, office management, and providing exceptional administrative support....
Full time
Contract work
Part time
Work at office
Remote work
Florida Spotlight Homes Group at Keller Williams Realty SMAR...
Lakeland, FL
2 days ago
Office Coordinator
...or an alternative application process. Physical Therapy RFT Lakeland, FL, US JOB DESCRIPTION Supervises the operations of his/her office and insures that all office duties are performed and completed daily. Supports the philosophy, goals, and objectives of the organization...
Work at office
Dse Inc
Lakeland, FL
1 day ago
Office Manager
Job Description:The Office Manager serves as a critical administrative and operational support partner for the manufacturing facility, ensuring smooth day-to-day office operations, coordinating resources, supporting HR activities, and maintaining efficient communication...
Temporary work
Work at office
Flexible hours
Wastequip
Lakeland, FL
1 day ago
Student Financial Services Counselor
...related field. LICENSES/CERTIFICATIONS N/A EXPERIENCE Required: ~ A minimum of one year of administrative/clerical experience in a professional office environment using Microsoft or Google Suite products. Preferred: ~ A minimum of one year in...
Full time
Work at office
Immediate start
Monday to Friday
Flexible hours
Shift work
Weekend work
Afternoon shift
Southeastern University
Lakeland, FL
3 days ago
Financial Solutions Advisor Registration Candidate - Lakeland - Spanish Fluency Preferred
...the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance... ...and make an impact. Job Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Lakeland, FL
1 day ago
College Financial Representative, Internship Program
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship?Full-time student; juniors and seniors...
Full time
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Lakeland, FL
17 hours ago
College Financial Representative, Internship Program
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship?Full-time student; juniors and seniors...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Lakeland, FL
3 days ago
Dental Office Assistant - Business Assistant
...support the business and clinical needs of each supported dental office and foster a strong team building culture. As a Business... ...s largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 3...
Daily paid
Work at office
Local area
Monday to Thursday
Heartland Dental
Lakeland, FL
1 day ago
Dental Office Assistant - Business Assistant
...Dental Office Assistant - Business AssistantFront Desk Business Assistant, Lakeland FLMust have 1 plus yrs of Dental Front Desk experienceDental... ...s largest dental support organization, providing non-clinical administrative support services to more than 3,000 supported doctors across 3...
Work at office
Local area
Monday to Thursday
Bartram Family Dental Care
Lakeland, FL
5 days ago
Financial Planning Assistant
...other qualifications)Industry: Wealth Advisory-About the RoleOur... ...role in supporting financial advisors through financial plan preparation... ...business operations and administrative functions as needed.Collaborate... ...CRM platforms, and Microsoft Office applications.Ability to...
Permanent employment
Full time
Work at office
Dahl Consulting
Lakeland, FL
1 day ago
Office Manager - State Farm Agent Team Member
$45k - $70k
...Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Office Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based...
For contractors
Work at office
Local area
Caz Piurowski - State Farm Agent
Lakeland, FL
4 days ago
Relationship Banker/Senior Relationship Banker - Plantation Square
Job TitleResponsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations...
Temporary work
Night shift
Weekend work
SunTrust Investment Services, Inc.
Lakeland, FL
3 days ago
Financial Service Agent
$30k - $160k
...meet with individuals who have requested life insurance information (no cold calling) via our proven lead system Manage sales administrative tasks such as documentation, policy processing, and maintaining accurate client records Attend team calls, mentorship...
Full time
Part time
For contractors
The Drum Agency
Lakeland, FL
more than 2 months ago
Senior Credit Analyst
...principlesExcellent analytical skillsDetail-oriented and highly organized individual with the ability to multi-taskFluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)Core CompetenciesAcute attention to detailExcellent written and oral communication...
Full time
Work at office
Remote work
Flexible hours
Ag America
Lakeland, FL
2 days ago
Part-Time Office Assistant - QuickBooks & Member Support
...Atrium Staffing LLC is assisting a well-established nonprofit in Lakeland, Florida, by recruiting a Part-Time Office Assistant for a 90-day temp assignment with potential extension or direct-hire. The role requires 10 hours per week (Tuesdays and Thursdays) on-site...
Temporary work
Part time
Work at office
10 hours per week
Atrium Staffing
Lakeland, FL
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Trust Administration Officer (Trust & Wealth Advisor). Be the first to apply!