Client Support Specialist – Trust & Estate Administration

Location: Vero Beach, FL

Job :210

# of Openings:1

Join Florida Trend's #1 Medium-Sized Best Company to Work For. At Cypress Bank & Trust, The Cypress Way guides everything we do, from how we serve our clients to how we support one another. As a growing boutique bank serving high-net-worth individuals, families, and businesses, we offer a collaborative culture, opportunities for professional growth, and the chance to make a meaningful impact.

If you're looking to build your career with a team that values integrity, independent thinking, and excellence, we'd love to meet you.

At Cypress Bank & Trust, we believe exceptional results start with exceptional people. Guided by The Cypress Way, our culture is built on integrity, independent thinking, teamwork, and a commitment to excellence. We're proud to have recently been recognized as the #1 Medium-Sized Best Places to Work, a reflection of our people-first culture and shared dedication to serving our clients and communities.

As we continue to expand, we're looking for talented individuals who want to be part of a high-performing team where their contributions truly make an impact.

We are seeking a highly organized and service-oriented Client Support Specialist to support our Trust and Investment Management team, with a focus on trust administration and estate settlement
.

This role is ideal for someone with experience in trust administration, probate, estate settlement, banking, wealth management, or as a paralegal. The successful candidate will thrive in a fast-paced environment, enjoy supporting multiple professionals, and bring a positive attitude to every interaction.

• Support Trust Officers with trusts, estates, guardian ships, and fiduciary accounts.
• Assist with estate settlement, asset collection, account maintenance, distributions, and documentation.
• Coordinate with clients, beneficiaries, attorneys, accountants, and internal team members.
• Prepare correspondence, reports, forms, and account paperwork.
• Track deadlines, follow up on outstanding items, and maintain accurate records.
• Manage multiple priorities while supporting several team members.
• Travel between Cypress Bank & Trust locations as needed.

• Experience in trust administration, estate settlement, probate, banking, legal services, or a related field preferred.
• Paralegal or legal assistant experience is a plus.
• Strong organizational and multitasking skills.
• Detail-oriented with excellent follow-through.
• Strong communication and client service skills.
• Positive, professional attitude and willingness to help wherever needed.
• Ability to work effectively with multiple people and competing priorities.

A team player who enjoys helping others, can juggle numerous tasks simultaneously, remains organized under pressure, and brings a friendly attitude and smile to work each day.

This position combines the relationship-focused aspects of client support with the technical and administrative work involved in trust and estate settlement.

Why Work Here?

• Financially strong and growing company
• Personal growth potential
• Great company culture
• Generous PTO schedule in addition to bank holidays
• Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)