Trust Clerk jobs in Cape Coral, FL

Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

Recently Added Trust Clerk jobs

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Trust Accounting Associate
  • Equity Trust
  • Fort Myers, FL FULL_TIME
  • When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!

    JOB OVERVIEW:

    The Trust Accounting Associate processes client requests accurately, efficiently, and in accordance with documented processes and procedures. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation. You will often process and review high volumes of standard tasks and transactions.

    RESPONSIBILITIES & DUTIES:

    • Works with the Trust Accounting Team for daily transactions maintenance including deposits, payables, and client requests
    • Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
    • Demonstrates effectiveness in working through a high volume of daily transactions, payment processing, check coding, and data entry
    • Handles client transaction verifications and communications
    • Codes documents according to company procedures
    • Provides support to other departments and employees as needed
    • Processes client requests and follows up on pending requests
    • Processes client distribution requests
    • Works as an effective team member
    • Displays excellent working knowledge of accounting processes and controls, able to troubleshoot and correct weaknesses
    • Ability to research and solve account issues
    • Working knowledge of various investment types
    • Perform other duties as assigned

    QUALIFICATIONS:

    • Associate degree in Finance or related field preferred
    • Minimum one (1) year of experience in a Financial Services environment
    • Experience in Accounting or Finance preferred

    PROFESSIONAL CERTIFICATIONS:

    • None

    TECHNICAL SKILLS:

    To be successful in this role, you should have experience with and an understanding of the following:
    Proficient in Microsoft Office Suite | 

    CULTURAL COMPETENCIES:

    In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
    Customer Focus | Communicates Effectively
    Resourcefulness | Balances Stakeholders

    PHYSICAL DEMANDS/WORK ENVIRONMENT:

    This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
    Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
  • 2 Days Ago
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E
Associate - Trust Accounting
  • Equity Trust
  • Fort Myers, FL FULL_TIME
  • When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by per...
  • 26 Days Ago
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L
Entry Level Court Clerk
  • Lee County Clerk of Court and Comptroller
  • Fort Myers, FL FULL_TIME
  • The Courts Services Department is a vital part of the local court system, responsible for maintaining and protecting the integrity of the court case files, for the coordination of jurors, swearing in ...
  • 2 Days Ago
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L
Courts Customer Service Clerk (Bilingual Preferred)
  • Lee County Clerk of Court and Comptroller
  • Fort Myers, FL FULL_TIME
  • The Courts Department is a vital part of the local court system, responsible for maintaining and protecting the integrity ofthe court case files, for the coordination of jurors, swearing in court witn...
  • 3 Days Ago
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C
Finance Clerk I - Clerk A/P
  • Charlotte County, Clerk of the Circuit Court and County Comptroller
  • Port Charlotte, FL FULL_TIME
  • This position is an entry level position responsible for the recording, processing, auditing and reconciliation of accounts payable financial data for the Clerk of the Circuit Court. Must be able to w...
  • 22 Days Ago
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C
Court Clerk I Civil
  • Charlotte County, Clerk of the Circuit Court and County Comptroller
  • Punta Gorda, FL FULL_TIME
  • This is a complex position assisting the public and court personnel with Civil Court related matters. Customer services skills include: ability to interact with the public in a friendly, positive, cou...
  • 1 Day Ago
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0 Trust Clerk jobs found in Cape Coral, FL area

A
Office Clerical/ Administrative / Data Entry
  • Adecco Staffing, USA
  • Fort Myers, FL
  • Adecco Staffing is currently seeking motivated and detail-oriented individuals to fill temporary positions in the Fort M...
  • 4/19/2024 12:00:00 AM
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K
Administrative Support Associate
  • KeyStaff, Inc
  • Naples, FL
  • Job Description Job Description We are hiring for an Administrtative Support Associate for our EMS Training Department a...
  • 4/18/2024 12:00:00 AM
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D
Office Administrative Assistant
  • DaVynsse Homes Inc
  • Naples, FL
  • Description Bi-lingual Spanish Speaking Office Assistant For a Dynamic Construction Company Are you detail-oriented, hig...
  • 4/18/2024 12:00:00 AM
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T
Receptionist and Administrative Assistant
  • TheHomeMag | America's #1 Home Improvement Magazine ®
  • Cape Coral, FL
  • The Receptionist and Administrative Assistant will serve as TheHomeMag’s receptionist and provide administrative support...
  • 4/18/2024 12:00:00 AM
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I
Administrative Assistant
  • Insight Global
  • Fort Myers, FL
  • Company: FGCU Location: Fort Myers, FL Schedule: 40 hours, M-F Duration: 6 month contract Day to Day: The Administrative...
  • 4/17/2024 12:00:00 AM
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I
Administrative Assistant
  • Insight Global
  • Fort Myers, FL
  • 6-Month Contract Must Haves: Minimum High school diploma and relative administrative/executive professional experience P...
  • 4/16/2024 12:00:00 AM
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M
Administrative Assistant
  • MINA Training and Certification, Inc. (dba Mobius Institute)
  • Fort Myers, FL
  • Job Description Job Description Mobius Institute is seeking a driven and outgoing individual to join their growing Busin...
  • 4/16/2024 12:00:00 AM
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S
Office Clerk
  • Supreme Window Coverings Two Inc
  • Naples, FL
  • Job Description Job Description Benefits/Perks Competitive Compensation Great Work Environment Career Advancement Opport...
  • 4/15/2024 12:00:00 AM
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About Cape Coral, Florida

Cape Coral /ˈkɒrəl/ is a city located in Lee County, Florida, United States, on the Gulf of Mexico. Founded in 1957 and developed as a planned community, the city grew to a population of 154,305 by the year 2010. The city's population estimate was 165,831 for 2013 and 179,804 for 2016. With an area of 120 square miles (310 km2), Cape Coral is the largest city between Tampa and Miami. It is a principal city in the Cape Coral – Fort Myers, Florida Metropolitan Statistical Area. The population estimate for the statistical area was 679,513 for 2014. The city is known as a "Waterfront Wonderland";...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$33,756 to $40,297
Cape Coral, Florida area prices
were up 1.5% from a year ago
View detail

What does a Trust Clerk do?

Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020