Trust Administrator

Location: Tampa Wealth - Tampa, FL, United States

Company

hirify.global provides banking and wealth management services.

What you will do

• Serve as the administrative contact for clients and third-party providers.
• Respond to client inquiries, resolve account issues, and provide timely follow-up.
• Support trust advisors and relationship managers with account opening, closing, reviews, documentation, and exception remediation.
• Prepare discretionary requests and facilitate checks, wires, ACH, and internal transfers.
• Monitor account cash levels, review transactions, and identify posting errors.
• Maintain compliance with applicable banking laws, regulations, and internal procedures, including the Bank Secrecy Act.

Requirements

• High school diploma or GED required; a bachelor's degree in Business, Finance, or Accounting is strongly preferred.
• Four years of related experience, preferably in trust administration, trust compliance, employee benefits, stock transfer, brokerage operations, or financial analysis.
• Basic knowledge of banking and trust administration operations.
• Strong judgment, analytical skills, independence, and ability to meet deadlines.
• Proficiency with Microsoft Office, including basic Excel and Word skills.
• Ability to travel if required and perform the essential physical and operational duties of the role.

Culture & Benefits

• Full-time employment within Wealth Management.
• Work includes collaboration with Trust Advisors, Relationship Managers, clients, and third-party providers.
• Responsibilities require adherence to banking policies, procedures, and regulatory requirements.