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Reports to: SVP, Director of Operations

Employment Type: Full-Time and On-site

ABOUT OUR CLIENT

Our client is an independent wealth management company built on relationships, not transactions. Their mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch.They serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. The team is close-knit, community-minded, and committed to doing right by their clients—and each other.

WHAT YOU’LL DO

The Client Services Administrator coordinates the various administrative and operational duties

necessary to manage trust and investment account relationships.

Client & Account Management

Build and maintain relationships with clients and their professional advisors.

Open, close, and maintain accounts using trust accounting software.

Prepare new account paperwork and resolve discrepancies with clients and colleagues.

Reconcile new and closed accounts, including account transfers.

Set up disbursements, process cash additions, and monitor cash balances.

Operations & Compliance

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.

Reporting & Technical Proficiency

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.

Must-Haves:

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

Additional Information

WHY YOU’LL LOVE WORKING HERE

You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve. 

Health & Wellness: Company-paid comprehensive medical insurance. Optional dental and vision plans available at employee cost.

Financial Benefits: 401(k) with an annual company contribution.

Work-Life Balance: Generous PTO, paid holidays, and a supportive team culture.

Wellbeing: Access to mental health resources and wellness initiatives.

Culture: Annual team events, community involvement opportunities, and foster a respectful, inclusive workplace.

Compensation

livingHR

Tired of Manually Applying to Jobs?

Let JobCopilot do it for you!

Client Services Administrator

Meet JobCopilot: Your Personal AI Job Hunter

livingHR

Tired of Manually Applying to Jobs?

Let JobCopilot do it for you!

Client Services Administrator

Meet JobCopilot: Your Personal AI Job Hunter

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