Client Support Specialist – Trust & Estate Administration
NewBe an early applicantAt 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.
Responsibilities
- Support Trust Officers with trusts, estates, guardianships, 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.
Qualifications
- 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.
What We're Looking For
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
- Benefits:
- Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
- Dental
- Vision
- Life Insurance (company paid)
- Additional voluntary Life Insurance
- Short Term Disability
- Long Term Disability
- LifeLock
- 401K