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 West 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.
Primary Responsibilities of Special Needs Trust Relationship Manager
Responsible for administering Special Needs Trust (SNT) accounts and serving as the primary point of contact for clients, their families, and relevant third parties. This role requires a minimum of five years of SNT administration experience and a thorough understanding of the regulatory, legal, and practical considerations unique to this area of trust administration. Serve as the primary liaison between clients and Managing Directors, coordinating across all service areas to ensure each client receives integrated, comprehensive financial solutions tailored to their individual circumstances. Develop and steward long-term client relationships through proactive communication, thoughtful service delivery, and a deep commitment to the well-being of the individuals, families, and foundations served.
Qualifications
A bachelor’s degree in a relevant field is required, with a preference for a master’s degree, and certification as a Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) is ideal.
Strong leadership, teamwork, writing, presentation, and organizational skills are essential, as well as proficiency in Microsoft Office Suite and ideally Wealthbox.
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.