Trust Administration Officer (Trust & Wealth Advisor)
Citizens Bank & Trust
Job Description
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 ofassigned accounts, with particular attention to those in which the bank serves in a fiduciarycapacity. This position could also offer opportunities for cultivating and developing newtrust and investment management relationships, with a primary focus on the affluent andhigh-net-worth market segment, dependent on how the book of business is allocatedbetween multiple trust officers.The individual may provide leadership and supervision to one or more Trust and WealthAssociates, guiding daily activities and ensuring operational effectiveness. In addition, closecollaboration with Portfolio Managers and the Compliance Manager is required to ensure allclient accounts are administered in accordance with regulatory requirements and thebank's standards of excellence.
Job Posted by ApplicantProVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Trust Administration Officer (Trust & Wealth Advisor) in Lakeland, FL vacancy
- ...getting started, you’ll receive hands‑on workshops, mentorship, and access to the latest industry resources to help you succeed as a trusted professional. Qualifications Passion for bettering members’ financial lives. Ability to obtain or already hold an active life‑...Suggested
MWA Careers - Fort Myers
Lakeland, FL1 day ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...Investment & Advisory Services · Trust Services · Retirement... ...vision and goals like opening an office, joining a sophisticated team,... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Lakeland, FL4 days ago$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business... ...Funding Investment & Advisory Services Trust Services Retirement Solutions Business... ...long‑term vision and goals like opening an office, joining a sophisticated team, or...SuggestedFor contractorsWork at officeNorthwestern Mutual
Lakeland, FL3 days ago- ...over 1,200 member-borrowers, Farm Credit of Central Florida is a trusted financial partner throughout the region. We serve 13 Central... ...exceptions, and supporting rationale. Partner with loan officers and decision-makers to obtain information necessary for timely...SuggestedLocal areaRemote work
Farm Credit of Central Florida
Lakeland, FL1 day ago - ...keep lines of communication open and clear• Maintain a position of trust and responsibility by keeping all customer business confidential... ...always maintaining ethical behavior.Operations:• Perform daily office responsibilities, working with the platform team, to maintain...SuggestedWork at office
Fifth Third
Lakeland, FL5 days ago - ...Team! Are you an experienced Business Office Manager with a passion for operational excellence... ...admissions teams. Oversee Resident Trust Accounts with weekly and monthly... ...insurance Work Location: In person HB531 | Florida Agency for Health Care Administration...Full timeWork at officeHome office
- ...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....Local area
- ...reporting, and tracking within CRM systems. Help identify opportunities to deepen donor engagement and increase recurring support. Administrative & Event Support (10%) Assist with advancement events, donor experiences, and engagement opportunities as needed. Coordinate...
Southeastern University
Lakeland, FL5 days ago - ...We are seeking a Senior FP&A Analyst to serve as a trusted Finance Business Partner and strategic advisor to leadership. This role is critical to driving financial insight, accountability, and decision-making across the organization. This is a hands‑on and strategic role...
Tampa Maid
Lakeland, FL5 days ago $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 payWork at officeIICRC
Lakeland, FL5 days ago- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Full timeTemporary workDay shift
$51.57k - $66.73k
...Administrative Assistant II - 55007219 Join FDOT and be part of the team that works as one... ...strong and empowering culture of TRREC: Trust, Relationships, Respect, Empowerment, and... ...Delegates to the most appropriate person or office and tracks assigned items through...For contractorsWork at officeFlorida Jobs
Bartow, FL5 days ago$15.5 - $19 per hour
...Job Description We're looking for a bright, energetic Office Supervisor to join our Havertys Team. Advance your career with Havertys... ...law. Nearest Major Market: Lakeland Job Segment: Clerical, Office Manager, Manager, Administrative, Customer Service, Management...Hourly payDaily paidWork at officeMonday to FridayHavertys
Lakeland, FL3 days ago- McKesson Corporation is seeking an experienced administrative professional to provide advanced support to a department, ensuring accurate,... ...effective communication across teams. The position requires strong MS Office skills, 3+ years of related experience, and the ability to...
- ...0+ customers give us an average of 4.8-star rating. As an Office Manager at Floor Coverings International, you are key to the growth... ...Manager Responsibilities: Customer Management Develop trust with customers by living our Core Values all day and every day....Full timeWork at officeLocal areaImmediate start
$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. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Lakeland, FL4 days ago- ...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 paidWork at officeLocal areaMonday to Friday
Bartram Family Dental Care
Lakeland, FL4 days ago - ...Business Assistant, Lakeland FL Address: 4455 Florida National Drive, Lakeland FL 33813 - must have dental front desk experience for this office. Work Schedule – No Weekends!! 40 hours per week Monday: 7:30am-7:30pm Tuesday: 7:30am-5:00pm Wednesday: 7:30am-5:00pm Thursday: 7:...Daily paidWork at officeLocal area
Heartland Dental
Lakeland, FL5 days ago $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 contractorsWork at officeLocal areaCaz Piurowski - State Farm Agent
Lakeland, FL4 days ago- ...Administrative And Business Support Opportunities Mid-State Industrial Maintenance is always looking for talented, professional, and customer... ...application is intended for candidates seeking employment in office, professional, technical, financial, human resources, and...Work at office
Mid-State Industrial Maintenance
Bartow, FL5 days ago $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 timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Lakeland, FL2 days ago- ...encouraged to apply.Bachelor's Degree preferred.Position is an "In office, NOT a remote position."MIDFLORIDA Perks:StabilityOpportunity... ...Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer...Work at officeMonday to FridayRotating shift
- ...structure. Prepare and review loan documents for accuracy, regulatory compliance and adherence to specific requirements. Work with loan officers and outside counsel as needed to coordinate documentation and closings. Process disbursements and loan proceeds according to...
- ...and insurance benefit education \n Proficiently make temporary crowns and bridges Packing cord \n Providing assistance to the office and Dentist with daily operations as needed \n \n \n Qualifications \n \n \n \n ~ Expanded functions and radiography...Temporary workWork at officeRelocation package
Sage Dental
Lakeland, FL1 day ago - ...lender seeks a Credit Analyst for our headquarters in Lakeland, Florida. This position works under the guidance of the Chief Credit Officer and Credit Analyst Manager, on transactions and relationships exhibiting varying levels of complexity, and may occasionally work on...Remote work2 days per week
- ...SAGE DENTAL | Dental Office Manager Plant City, FL Lead a modern practice. Lead a team that lives up to it. Sage Dental is seeking a Dental Office Manager to lead the daily operations of one of our growing practices. If you've run a busy dental office before...Full timeWork at officeRelocation packageMonday to Friday
Sage Dental
Plant City, FL16 hours ago - ...Description Company: Harmony United Psychiatric Care Job Title: Office Assistant/Outpatient Clinic/Full-time Employment Job... ...procedures, and regulatory requirements (e.g., HIPAA) in all administrative activities Compensation Excellent base compensation...Full timeWork at officeShift work
Harmony United Psychiatric Care
Lakeland, FL10 days ago - ...Job Title Administrative Assistant Job Description Innovativ Pharma, Inc. is seeking a dedicated and detail-oriented Administrative... ...booking flights, hotels, and transportation. Support office management tasks, such as ordering supplies and maintaining office...Work at office
Innovativ Pharma
Lakeland, FL3 days ago - SUMMARY An Office Manager will achieve a world class Total Patient Experience that both maximizes the retail sales but also supports the patients’ medical needs. Responsible for the overall sales and profitability of an office location. Manage all operations of the...Work at office
Eyecare Center
Plant City, FL3 days ago - ...required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your...Full time
MidFlorida Credit Union
Lakeland, FL17 hours 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!
Related searches
- associate corporate finance Lakeland, FL
- financial planning assistant Lakeland, FL
- financial advisor associate Lakeland, FL
- wealth advisor Lakeland, FL
- financial planning administrator Lakeland, FL
- financial advisor Lakeland, FL
- financial counselor Lakeland, FL
- finance associate Lakeland, FL
- estate planning consultant Lakeland, FL
- financial planning associate Lakeland, FL