About Coral Gables Trust Company
Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.
Primary Responsibilities of Client Service Associate
The Client Service Associate in Trust Administration supports Relationship Managers in administering personal trust and wealth management accounts. This role involves initiating account activities, monitoring records, and interacting with clients as directed.
- Perform all tasks relating to opening, closing and maintaining accounts in our trust accounting platform. Some tasks include set up of fee schedules, request Account and Asset Transfers, request EIN numbers for new trusts, issue Required Minimum Distribution (RMD) letters, create scheduled events, set up clients for statements and online access.
- Assist with client service related tasks, such as answering phones, pay bills, initiate ACH or wire transactions, order gift cards, schedule client meetings and prepare discretionary distribution requests.
- Meet with the Trust Administrative Committee (TAC) on a monthly basis, or as determined by the Committee, while assisting the Relationship Manager in preparation for the meetings.
- Coordinate 1041 returns with CPA firms and request statements from financial advisors.
- Assist with held away statements and administrative reviews.
- Participate in monthly Client Service Committee Lunch and Learn training courses and all other staff meetings.
- Work with the Chief Financial Officer and Team to provide information required for audit requests, regulatory examinations and other corporate administration matters.
- Perform other office related tasks such as open mail, reserve conference rooms, and create Fed Ex shipments.
Qualifications
• Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred; equivalent experience considered.
• 0–2 years of experience in banking, financial services, or a related field.
• Basic understanding of fiduciary principles, or financial services operations.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a deadline-driven environment.
• Excellent written and verbal communication skills with a professional, client-service orientation.
• Ability to handle confidential information with discretion and integrity.
Benefits
Employee benefits include a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.
