Seacoast Bank
The Trust & Estate Planning Associate supports the Chief Fiduciary Counsel in developing and implementing trust, estate, wealth transfer, and business succession strategies for Family Office clients. The role prepares planning documents, manages workflows, coordinates with clients and professional advisors, and ensures accurate and confidential execution of planning recommendations.
Offering convenient personal banking & business banking solutions like checking, savings, lending, mortgages, online banking & mobile banking, and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Seacoast Bank.
Seacoast Bank didn’t post a salary, so this is our estimate from similar listings.
25% above the average for this role
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