Fiduciary Officer II

First Financial Bank • Cincinnati, OH • 10h ago

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for FFB wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. Essential Functions/Responsibilities

Manages Risk - Monitors and controls risk in all aspects of trust and account administration, including management and control of unique trust assets

Customer focus - Resolves problems efficiently and effectively brought by grantors, beneficiaries and others, such as requests for discretionary distributions

Service to clients - Administers trust accounts, ensuring client objectives are met and are consistent with the governing documents, policies and procedures, State Trust code and sound fiduciary administration principles to best serve the interests of the beneficiaries

Account Management - Collaborate with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, Charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments and liabilities, ticklers, cost basis information, fee set up and modifications and all other account administration from opening to closing.

Responsible for complete and accurate information in paper file and on trust accounting system

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

Four year College Degree

Minimum 10 years' experience of relevant fiduciary, personal trust or trust administration

CTFA or JD required

Advanced technical knowledge of investments, tax, legal and Bank operations

Current knowledge of fiduciary standards, principles and applicable laws and regulations

Knowledge of account management practices, tasks, and tools with the ability to provide services and support to key clients

Effective Communications and excellent organization skills

Accuracy and Attention to detail

Understands and controls risk in all aspects of account administration

Proficient in Word, Excel and Outlook

Preferred Knowledge and Skills Level of Complexity and Scope

Serve on Administration Committee

Degree of Independence and Decision-Making

Works with limited supervision

Required Supervisory Responsibilities

Oversight of all daily activities of Wealth Management Coordinators

Physical Requirements

Occasionally lifts and carries up to 20 lbs

Frequently lifts and carries up to 10 lbs

Frequently sits, stands and drives

Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Pay Range: $100,000/year - $126,000.00/year

Benefits We have relevan Apply here: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjc0NDI5LjEwNTA4QGJhbmthdGZpcnN0Y29tcC5hcGxpdHJhay5jb20

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