Our work is rooted in protecting and preserving what matters most to our clients, and our success is fueled by the top talent on our team.
Just as we stand beside our clients throughout their life journey, we hold the same dedication to our employees, helping them grow and achieve their goals with our support over time. In turn, our clients benefit from the stability of a long-term relationship with a partner they trust.
No one can see the future, but together, we can shape it. Looking for a new home for your skills, talents, and ideas? Join us to find your place.
As the first trust company in Florida founded, managed, and majority-owned by women, doing things differently is part of who we are. We put people first, reward curiosity, and always welcome new ideas to the table.
Adelphi Trust Company offers our team members the opportunity to do meaningful work that protects family futures in an inclusive, collaborative, and fast-growing environment, led by some of the best and brightest minds in the wealth management & trust industry. Our employees enjoy:
At Adelphi Trust Company, we hold our team close and our core values closer.
Integrity
We put all clients’ interests above our own and maintain the highest fiduciary standards.
Responsiveness
Our timely approach empowers us to support our clients through life’s events, serving as the first call for every milestone.
Curiosity
Our depth of experience drives our passion to know our clients and create personalized solutions.
Kindness
We work in a creative, fun, and family-oriented environment with respect and compassion for all.
Inspiration
We encourage innovation and collaboration to foster a culture of positive and lasting impact.
If our culture and values resonate with you and you’re looking for the opportunity to grow with the right team, we’d love to hear from you. Select the open position you’re interested in below to apply.
Hours: 40 hours per week (non-exempt)
Location: St. Petersburg Office (In-Person), 33701
About Adelphi Trust Company:
Adelphi Trust Company is a Florida trust company founded in 2022 serving the investment management and trust administration needs of its clients. Adelphi currently has one office in downtown St. Petersburg.
Adelphi Trust Company began with the belief that wealth management, retirement planning and estate settlement services could be provided to clients in a more holistic way and focused on the needs of a broader audience than is currently available in the market.
Job Summary/Purpose:
The Senior Trust Associate is a hybrid role that bridges client service, fiduciary administration, and operational execution. This role sits at the center of the team, supporting Trust Officers, collaborating with operations, and ensuring clients receive a seamless, high quality experience. The position requires strong attention to detail, sound judgment, and the ability to move between technical trust work and day to day execution.
As a growing firm, we operate with a team first mindset. Everyone contributes, and no task is too small if it supports the client or the team. This role is ideal for someone with prior trust, estate or financial services experience who values accountability, collaboration, and consistently delivers high quality work.
Job duties and responsibilities include:
Trust Administration & Fiduciary Support
Support the administration of trust, estate, IRA, agency, and custodial accounts in accordance with governing documents, fiduciary standards, and applicable regulations.
Review trust documents and assist with initial and annual Reg-9 reviews.
Coordinate account openings, funding, and documentation.
Process transactions and asset transfers per established policies and approval guidelines.
May have authority to approve daily transactions within assigned limits and guidelines.
Monitor account activity and assist in reconciling discrepancies.
Maintain accurate and complete client records in trust accounting systems.
Client Relationship & Operations Support
Serve as a point of contact for clients, beneficiaries, attorneys, CPAs, custodians, and advisors.
Support Trust Officers with client communications, reporting, and meeting preparation.
Participate in client meetings and follow through on action items.
Respond to client inquiries promptly and professionally, ensuring a high level of service.
May serve as the lead on a small portfolio of accounts.
Provide support for trust administration workflows and daily processing.
Schedule meetings as requested and assist with coordination of internal and client meetings.
Provide administrative and operational support to senior management as needed.
Compliance and Risk Support
Assist in ensuring compliance with fiduciary regulations, internal policies, and procedures.
Support audit, exam, and regulatory requests.
Escalate potential risks, discrepancies, or documentation gaps appropriately.
Projects & Process Improvements
Participate in operational and strategic initiatives
Contribute to process improvement efforts
Support onboarding and workflow enhancements
Learning & Professional Development
Stay informed on industry trends, regulatory updates, and best practices.
Support the training and onboarding of new Associates.
Qualifications:
Education & Experience
Bachelor’s degree in Finance, Accounting, Business Administration, or related field preferred. o Degree may be substituted with relevant trust or financial services experience.
Prior experience in trust administration, fiduciary services, or financial services preferred.
Experience working with trust accounting systems (e.g., Accutech/Cheetah or similar).
Skills & Competencies
Strong attention to detail and organizational skills.
Ability to manage multiple priorities in a fast-paced environment.
Strong written and verbal communication skills.
Demonstrated problem-solving skills and initiative.
Proficiency in Microsoft Office, especially Excel and Word.
Personal Attributes
Ethical, trustworthy, and able to maintain confidentiality.
Client-focused with a proactive service mindset.
Eager to learn, grow, and take on increasing responsibility.
Operates with a team first mentality
Adelphi Trust considers all qualified applicants for employment without regard to age, race, color, religion,
Investment products and services are not obligations of or guaranteed by Adelphi Trust Company, are not insured by the FDIC, and are subject to investment risks, including possible loss of the principal amount invested.
NOT FDIC INSURED
