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)
Recently Added Trust Clerk jobs
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 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 Trust Accounting Associate processes client requests accurately, efficiently, and in accordance with documented processes and procedures. In this role, you will provide exceptional service to our clients via phone and email and maintain proper documentation. You will often process and review high volumes of standard tasks and transactions.
RESPONSIBILITIES & DUTIES:- Works with the Trust Accounting Team for daily transactions maintenance including deposits, payables, and client requests
- Efficiently and proactively manages client correspondence (incoming calls, emails, chats, and client visits)
- Demonstrates effectiveness in working through a high volume of daily transactions, payment processing, check coding, and data entry
- Handles client transaction verifications and communications
- Codes documents according to company procedures
- Provides support to other departments and employees as needed
- Processes client requests and follows up on pending requests
- Processes client distribution requests
- Works as an effective team member
- Displays excellent working knowledge of accounting processes and controls, able to troubleshoot and correct weaknesses
- Ability to research and solve account issues
- Working knowledge of various investment types
- Perform other duties as assigned
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. - 8 Days Ago
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 per...
- 1 Month Ago
Finance Clerk I - Clerk A/P
- Charlotte County, Clerk of the Circuit Court and County Comptroller
-
Port Charlotte, FL
FULL_TIME
- This position is an entry level position responsible for the recording, processing, auditing and reconciliation of accounts payable financial data for the Clerk of the Circuit Court. Must be able to w...
- 1 Day Ago
Inspector General Auditor (Remote - within Florida)
- Lee County Clerk of Court
-
Fort Myers, FL
FULL_TIME
- Overview It is the vision of the Lee County Clerk of the Court & Comptroller Inspector General Department to promote public trust by providing our stakeholders with an independent and objective assess...
- 23 Days Ago
Court Clerk I Civil
- Charlotte County, Clerk of the Circuit Court and County Comptroller
-
Punta Gorda, FL
FULL_TIME
- 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, positive, cou...
- 7 Days Ago
Records Clerk I - Punta Gorda
- Charlotte County, Clerk of the Circuit Court and County Comptroller
-
Punta Gorda, FL
FULL_TIME
- The Records Clerk I position involves providing highly skilled assistance in the areas of recording, processing, verifying, maintenance of public records, traffic fines, case information, court costs,...
- 1 Month Ago
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0 Trust Clerk jobs found in Fort Myers, FL area
Office Clerk
- Supreme Window Coverings Two Inc
-
Naples, FL
- Job Description Job Description Benefits/Perks Competitive Compensation Great Work Environment Career Advancement Opport...
- 4/25/2024 12:00:00 AM
Office Clerical/ Administrative / Data Entry
- Adecco Staffing, USA
-
Fort Myers, FL
- Adecco Staffing is currently seeking motivated and detail-oriented individuals to fill temporary positions in the Fort M...
- 4/24/2024 12:00:00 AM
Administrative Support Associate
- KeyStaff, Inc
-
Naples, FL
- Job Description Job Description We are hiring for an Administrtative Support Associate for our EMS Training Department a...
- 4/23/2024 12:00:00 AM
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...
- 4/23/2024 12:00:00 AM
Administrative Assistant
- Insight Global
-
Fort Myers, FL
- Company: FGCU Location: Fort Myers, FL Schedule: 40 hours, M-F Duration: 6 month contract Day to Day: The Administrative...
- 4/22/2024 12:00:00 AM
Administrative Assistant / Project Coordinator
- EECON Construction Services
-
Naples, FL
- Job Description Job Description EECON is a Naples based full-service Commercial and Residential General Contractor that ...
- 4/22/2024 12:00:00 AM
Administrative Assistant
- Insight Global
-
Fort Myers, FL
- 6-Month Contract Must Haves: Minimum High school diploma and relative administrative/executive professional experience P...
- 4/21/2024 12:00:00 AM
Administrative Assistant
- MINA Training and Certification, Inc. (dba Mobius Institute)
-
Fort Myers, FL
- Job Description Job Description Mobius Institute is seeking a driven and outgoing individual to join their growing Busin...
- 4/21/2024 12:00:00 AM
About Fort Myers, Florida
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
$33,756 to $40,297
Fort Myers, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Trust Clerk do?
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