Every trust has a story, and someone has to know it inside out. At Coral Gables Trust, the Relationship Manager | Trust Administrator is the person who keeps that story moving. You'll be the first call for beneficiaries, co-fiduciaries, outside legal and tax counsel, and wealth management clients, and the one who knows the governing documents and account agreements well enough to act on them.

Your role connects the dots across the firm: bringing in Tax and Financial Planning, Investments and Legacy Planning, and acting as the trusted liaison between the Managing Directors and every service area. The result is coordinated, comprehensive solutions for the families and foundations we serve.

What you'll do

1. Maintain robust client relationships through proactive communication and coordinated, integrated service delivery across multiple financial domains for individuals, families, trusts and foundations.
2. Serve as the primary point of contact for beneficiaries, co-fiduciaries, outside legal or tax counsel and wealth management clients.
3. Develop and maintain a working knowledge of governing documents and account agreements.
4. Act as a critical internal and external bridge, connecting clients with Tax and Financial Planning, Investments and Legacy Planning.
5. Work directly with clients and serve as the internal liaison between the Managing Directors and all other service areas.

Qualifications

1. At least five years of trust administration experience, along with industry knowledge of personal trust, estate, guardianship, and advisory services gained through relevant work experience.
2. A bachelor's degree in a relevant field is required, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
3. Strong leadership, teamwork, analytical thinking and problem-solving skills, as well as excellent verbal and written communication, presentation, and organizational skills are essential. Proficiency in Microsoft Office Suite is required, with experience using Wealthbox CRM is ideal.

Skills & Competencies

Bilingual proficiency (Spanish language skills preferred)

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.

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.