Trust Advisor

About the role

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Responsibilities

• Provide fiduciary expertise and deliver high-quality fiduciary solutions to clients.
• Manage personal trusts, ensuring compliance with legal and regulatory requirements.
• Identify new and foster strong existing fiduciary client relationships.
• Partner closely with the Advisor Solutions team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client’s financial goals and objectives.
• Actively participate with the Advisor Solutions team to support new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning fiduciary strategies.
• Oversee the administration of trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
• Review and interpret estate planning documents, timely and accurately administer trust income and principal.
• Possess strong technical understanding of complex fiduciary documents and strategies.
• Coordinate appropriate Advisor Solutions resources, as needed-- including the tax liaison team, operational support, in-house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained.
• Manage the due diligence process on all new fiduciary appointments, including reviewing all critical documents to ensure a complete understanding of client needs and the bank’s ability to meet those needs.
• Play a key role in overall client satisfaction and retention. Identify at-risk clients and proactively work to resolve all client issues to drive retention.
• Maintain accurate and up-to-date records of all trust activities.

Requirements

• Bachelor’s degree in Finance, Accounting, Law, or a related field.
• Advanced degree or professional certification (e.g., CTFA, CFP) preferred.
• Minimum 7 years of experience in trust and estate administration, with a proven track record of managing trusts.
• Strong knowledge of trust and estate laws and regulations as well as industry standards and practices.
• Demonstrated ability to advise and deliver on fiduciary strategies.
• Demonstrated proficiency in exercising fiduciary judgement and discretion.
• Excellent interpersonal and communication skills to deliver a best-in-class client experience.
• Ability to work in a team-oriented/matrix environment.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in and Microsoft Office Suite.
• High ethical standards and a commitment to fiduciary responsibility.
• Exhibits a sense of urgency and continuous improvement mindset.

Qualifications

• Must be able to pass a background check.
• Must be able to pass a drug test.

Skills

• Trust and Estate Administration
• Client Relationship Management
• Compliance and Regulatory Knowledge
• Financial Planning and Analysis
• Technical Fiduciary Expertise
• Interpersonal and Communication Skills

Benefits

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. 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.

Pay

Trust Advisor Total Base Pay Range: $96,500.00 - $207,500.00 USD Annual

Schedule

Full-time