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Sabal Trust Company Post

Family Office Advisor / Fiduciary

Sabal Trust Company is Florida’s largest independent trust company, with over $2 billion in assets under management. We are seeking a professional for its Family Office team based in St. Petersburg, Florida. This position works with ultra-high net worth clients to ensure that financial needs are met, and that service is being delivered at the highest level.

Essential Duties and Responsibilities:

  • Managing workflow and projects while providing superior relationship management service to Family Office clients in a fast paced, team environment.
  • Becoming a trusted advisor by delivering expertise in a timely and personal way.
  • Working with members of internal relationship management teams to exceed client needs and expectations.
  • Managing completeness and timeliness of client deliverables.
  • Understanding and empathizing with client dynamics.
  • Orchestrating multiple vendors to provide a cohesive service to clients.
  • Communicating and coordinating with clients, family members, vendors, accountants, and attorneys.
  • Participating in presentations to clients and prospects.
  • Demonstrating superior understanding of features and benefits of Sabal Family Office services.
  • Identify sales and referral opportunities from clients and business partners to assist with sales objectives.
  • Communicating with clients, prospects, attorneys, CPAs, financial planners and other wealth management professionals about investment management, fiduciary matters, and tax impact.
  • Collaborate with peers and client advisors to understand a client’s complete financial position.
  • Participate in community and professional organizations in the area.

Knowledge and Skills Required:

  • Minimum of 7 years delivering investment management and/or trust administration services to high-net-worth clients.
  • Minimum of 5 years servicing clients in a Family Office environment.
  • College degree required / CFP or advanced fiduciary / investment designations preferred.
  • Individual and fiduciary income tax experience a plus.
  • Effective written and verbal communication skills with the ability to present to clients, business partners and management.
  • Strong client relationship management skills.
  • Experience proactively communicating with clients as a primary advisor.
  • Willingness to share knowledge and to be an example to others.
  • Exceptional work ethic, integrity, team spirit and judgment. Ability to work within a team environment to exceed client expectations.
  • Excellent computer skills with proficiency in MS Office programs.

Sabal Trust Company is an equal opportunity employer that offers a competitive salary and a comprehensive benefits package. For consideration, please forward your resume to:

Attention: Personnel Coordinator
P. O. Box 16508
St. Petersburg, FL 33733
Or Fax 727-822-3423
Equal Opportunity Employer