Client Services Administrator

livingHR • Fort Myers, FL

10d • Onsite

About The Position

The Client Services Administrator coordinates the various administrative and operational duties
necessary to manage trust and investment account relationships.

Requirements

• Bachelor’s degree and/or equivalent experience required
• 3-5 years of experience working directly with high-net-worth clients
• Proficiency with Adobe and Excel
• Heightened attention to detail and ability to focus on several tasks at once
• Strong interpersonal skills

Nice To Haves

• Understanding of concepts, principles, and practices of fiduciary law is preferred

Responsibilities

• Build and maintain relationships with clients and their professional advisors.
• Maintain accounts using trust accounting software.
• Prepare new account paperwork and resolve discrepancies with clients and colleagues.
• Set up disbursements, process cash additions, and monitor cash balances.
• Perform trust administration services based on client needs and account types.
• Ensure timely execution of duties in coordination with back-office personnel.
• Satisfy ongoing compliance requirements across accounts and relationships.
• Assist with annual regulatory and external audits, as well as internal procedural audits.
• Support tax reporting processes in collaboration with colleagues.
• Review daily reports related to cash activity and exception reporting.
• Maintain working knowledge of trust accounting principles.
• Stay proficient in trust accounting and management software, as well as word processing and spreadsheet tools.

Benefits

• Health & Wellness: 90% employer-paid medical coverage. Dental and vision plans available at employee cost.
• Financial Benefits: Employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP).
• Work-Life Balance: Generous PTO, paid holidays, hybrid policy, and a supportive team culture.
• Wellbeing: Access to mental health resources and wellness initiatives.
• Culture: We host annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees