Trust Clerk jobs in Fort Myers, 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)

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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 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 Associate – Trust Accounting processes client requests accurately, efficiently, and in accordance with documented processes and procedures. This is a proactive, non-sales position focused on servicing and guiding new and existing clients through processes related to completing self-directed investments, including but not limited to private equity, hedge funds, futures, and real estate. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation. 


    RESPONSIBILITIES & DUTIES:
    • Works with the Trust Accounting Team for daily transactions focusing on Distributions, Cash, and In-Kind Transactions
    • Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
    • Answers client questions regarding financial transactions, including asset transfers, distributions, sales, and other client transactions
    • Handles client transaction verifications and communications
    • Effectively learn and communicate IRS rules and regulations related to IRAs
    • Utilize Salesforce, our state-of-the-art CRM system, to keep all transaction and case statuses updated, also logging all communication
    • Build and maintain relationships with account holders and referral sources
    • Collaborate with the management team for special events or meetings
    • Work across departments to assist with special projects, as necessary

    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.
  • 4 Days Ago

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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 per...
  • 8 Days Ago

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Clerk
  • Charlotte County, Clerk of the Circuit Court and County Comptroller
  • Punta Gorda, FL FULL_TIME
  • Salary : $33,280.00 Annually Location : Port Charlotte, FL Job Type : Regular Full-Time Job Number : 2023-00011 Division : Comptroller Department : Comptroller Opening Date : 08 / 27 / 2023 Closing Da...
  • 19 Days Ago

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Court Clerk I Civil
  • Charlotte County, Clerk of the Circuit Court
  • Punta Gorda, FL FULL_TIME
  • SUMMARY 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, posit...
  • 13 Days Ago

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Board Minutes and Records Clerk I
  • Collier County Clerk of the Circuit Court
  • Naples, FL FULL_TIME
  • Position OverviewImagine getting up in the morning for a job that helps the citizens of Collier County. At the Collier County Clerk of the Circuit Court and Comptroller Office, you have that opportuni...
  • Just Posted

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Board Minutes and Records Clerk I
  • Collier County Clerk of the Circuit Court and...
  • Naples, FL FULL_TIME
  • POSITION OVERVIEW Position Overview Imagine getting up in the morning for a job that helps the citizens of Collier County. At the Collier County Clerk of the Circuit Court and Comptroller Office, you ...
  • 2 Days Ago

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0 Trust Clerk jobs found in Fort Myers, FL area

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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...
  • 3/29/2024 12:00:00 AM

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Administrative Assistant
  • Express Employment Professionals
  • Fort Myers, FL
  • Job Description Job Description Express Employment Professionals of Fort Myers is teaming up with a local home remodelin...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant
  • Troon Golf, L.L.C.
  • Fort Myers, FL
  • Provide administrative support to Membership staff utilizing Member website and standard Microsoft office programs and a...
  • 3/28/2024 12:00:00 AM

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Administrative Assistant for Accounting
  • DeRomo's Gourmet Market
  • Bonita Springs, FL
  • Job Summary: Provides administrative support including data entry, filing, copying, faxing, e-mailing, and drafting, pro...
  • 3/28/2024 12:00:00 AM

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PT Administrative Assistant - Work From Home>
  • Zero Overdose
  • Arcadia, FL
  • [Office Assistant / Fully Remote] - Anywhere in U.S. / $20 per hour - As an Administrative Assistant you'll: Provide gen...
  • 3/28/2024 12:00:00 AM

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Office Clerk
  • Supreme Window Coverings Two Inc
  • Naples, FL
  • Job Description Job Description Benefits/Perks Competitive Compensation Great Work Environment Career Advancement Opport...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • GCE Insurance Solutions and Wealth Management
  • Fort Myers, FL
  • Job Description Job Description GCE Wealth Management, a well-established investment services firm located in Fort Myers...
  • 3/26/2024 12:00:00 AM

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Administrative Assistant
  • Marzucco's Construction & Coatings Inc. Naples Florida
  • Naples, FL
  • Job Description Job Description Administrative Assistant Position Summary: The Administrative Assistant’s duties and res...
  • 3/25/2024 12:00:00 AM

Fort Myers or Ft. Myers, is the county seat and commercial center of Lee County, Florida, United States. It has grown rapidly in recent years. As of the 2010 census, the city population was 62,298 and in 2017 was estimated at 79,943. Fort Myers is a gateway to the Southwest Florida region and a major tourist destination within Florida. The winter estates of Thomas Edison ("Seminole Lodge") and Henry Ford ("The Mangoes") are major attractions. The city is named after Colonel Abraham Myers....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$33,680 to $40,206
Fort Myers, Florida area prices
were up 1.5% from a year ago

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