Trust Advisor

Responsibilities

• Client Relationship Management: Proactively builds and deepens client relationships by serving as a trusted fiduciary advisor, understanding client objectives, and delivering tailored trust and estate solutions.
• Client Communication: Engages in ongoing, proactive communication regarding fiduciary strategies, trust administration, and estate planning considerations.
• Fiduciary Strategy Development: Advises on trust and estate structures, integrating fiduciary solutions with broader financial plans and client goals.
• Trust Administration Oversight: Oversees trust accounts to ensure proper administration, adherence to governing documents, and compliance with legal and regulatory requirements.
• Estate Document Interpretation: Reviews and interprets estate planning documents to ensure accurate execution of fiduciary responsibilities and client intent.
• Asset Retention and Growth: Identifies opportunities to expand and deepen fiduciary relationships through trust optimization strategies and proactive client engagement.
• New Business Support: Partners with Private Bank teams to support business development, including participation in client presentations and fiduciary solutioning.
• Risk and Compliance Management: Ensures adherence to fiduciary standards, internal policies, and regulatory requirements while actively managing risk.
• Internal Team Collaboration: Coordinates with internal partners (tax, legal, operations, and banking teams) to deliver comprehensive fiduciary solutions.
• Client Issue Resolution: Identifies at-risk relationships and proactively resolves client concerns to enhance satisfaction and retention.
• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Requirements

• Bachelor’s degree in Finance, Accounting, Law, or a related field or equivalent experience.
• Seven or more years of professional experience; trust and estate administration or financial services experience preferred.

Skills

• Communication: Excellent interpersonal, written and verbal communication skills, and presentation skills.
• Relationship Management: Ability to build trust and maintain strong client relationships in a team-based environment.
• Risk Management & Compliance: Growing understanding of regulatory requirements and ability to manage risk within fiduciary frameworks.
• Fiduciary Strategy: Understanding of trust structures, estate planning concepts, and fiduciary solutions aligned to client needs.
• Team Collaboration: Works effectively across Private Bank and enterprise partners to deliver integrated client solutions.
• Problem Solving & Judgment: Applies critical thinking and fiduciary judgment to navigate complex client situations and make informed decisions.
• Client Focus: Demonstrates a strong commitment to delivering a best-in-class client experience and driving retention.
• Organization & Prioritization: Ability to manage multiple client relationships and administrative responsibilities effectively.
• Adaptability: Responds effectively to evolving client needs, regulatory expectations, and business priorities.

Benefits

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

Location

Cincinnati, Ohio 45202