Trust Administrator

We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.

About the role

The Trust Administrator serves as an administrative support professional for Advisor Solutions, ensuring client satisfaction, retention, and growth by adhering to fiduciary policies and procedures. This role serves as the primary interface with trust accounting systems and operations, implements internal policies and procedures effectively, and is responsible for risk management by openly exchanging ideas, elevating concerns, and following defined policies. The role ensures actions and behaviors drive a positive customer experience while operating within the Bank’s risk appetite.

Responsibilities

• Frequent direct communication with clients.
• Support advisors in executing and implementing decision-making aspects of trust administration.
• Support the administration of multigenerational trusts, including discretionary income and principal payments distributed among multiple family members.
• Support the Trust Advisor in executing the terms of trust documents.
• Partner with advisors to retain the client base by collaborating with internal and external service providers to optimize effectiveness and efficiency in achieving high client service standards.
• Set client expectations in partnership with advisors.
• Prepare client meeting materials in collaboration with advisors.
• Assist with client relationship management tools.
• Ensure compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding business and asset acceptances, discretionary actions, and all other bank policies.
• Work closely with advisors and the Trust Tax Team to ensure proper tax reporting is complete.
• Review daily trust activity.

Requirements

• Bachelor’s degree strongly preferred.
• Minimum 3-5 years of fiduciary client service/sales experience preferred.
• CTFA or other professional designation, obtained or working toward, preferred.
• Significant experience and expertise within Trust.
• Knowledge of trust administration, estate planning strategies, and income and estate tax matters.
• Effective time management skills and ability to multi-task.
• Excellent interpersonal and communication skills.
• Exhibits a sense of urgency and continuous improvement mindset.
• Ability to work in a team-oriented/matrix environment.
• Strong computer/technical skills, including proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook, and CoPilot).

Working Conditions

• Normal office environment.
• Extended viewing of computer screens.

Pay

Total base pay range: $71,100.00 - $145,900.00 USD annually.

Individual salaries within this range will vary based on factors such as role, relevant skillset, experience, education, and geographic location. In addition to base salary, this role is eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.

Benefits

Fifth Third offers comprehensive benefits designed to support physical, financial, emotional, and social well-being for employees and their families. Benefits include:

• Extensive health and wellness programs.
• Retirement and financial planning resources.
• Paid time off and work-life balance initiatives.
• Additional programs tailored to individual needs.

Learn more about our benefits on the Fifth Third Careers page.

Location: Raleigh, North Carolina 27612