Trust Administrator

Fifth Third Bank, N.A. • Charlotte, NC • 1h ago

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

GENERAL FUNCTION:

The Trust Administrator serves as an administrative support professional for Advisor Solutions, to ensure client satisfaction, retention, and growth by adhering to fiduciary policies and procedures. Serves as the primary interface with trust accounting systems and operations, and implements internal policies and procedures effectively.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all @types.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Client Service:

Frequent direct communication with client.

Support advisors in executing and implementing decision-making aspects of trust administration.

Support the administration of multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members.

Support the Trust Advisor in the execution of the terms of trust documents.

Partner with advisors to retain client base by partnering with internal and external service providers to optimize effectiveness and efficiency in achieving the highest client service standards.

Partner with advisors to set client expectations.

Partner with advisors on client meeting materials.

Assist with client relationship management tools.

Account Administration:

Support advisors to 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, procedures, and guidelines.

Work closely with advisors and Trust Tax Team to ensure proper tax reporting is complete.

Review daily trust activity.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:

Bachelor's degree strongly preferred.

Minimum 3-5 years 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 orientated/matrix environment.

Strong computer/technical skills required: Ability to use all Microsoft Office software, including: Word, Excel, PowerPoint, Outlook, and CoPilot.

WORKING CONDITIONS:

Normal office environment.

Extending viewing of computer screens.

Trust Administrator

Total Base Pay Range 71,100.00 - 145,900.00 USD Annual

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.

LOCATION -- Wilmington, Delaware 19805

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Similar Jobs

Automatic Door Technician

Lane Valente Industries • Charlotte, NC • 51min ago

IT & Engineering

Lane Valente Industries is a Leading International construction and facility maintenance company with offices throughout the U.S. and Canada. We have a strong in-house group of field technicians that services top U.S. co...

51min ago

Go to Apply

Sr. Director, Risk Management & Sustainability

MSC Industrial Supply Co. • Davidson, NC • 54min ago

Management & Administrative

BUILD A BETTER CAREER WITH MSC Serving customers and our community starts with the best people doing their best work. That is precisely what we have created at MSC Industrial Supply Co. We are a leading North American di...

54min ago

Go to Apply

Sr Director, Business Process Excellence

MSC Industrial Supply Co. • Davidson, NC • 54min ago

Manufacturing & Warehouse

54min ago

Go to Apply

MEDICAL RECORDS TECHNICIAN (ROI)

Veterans Affairs, Veterans Health Administration • Charlotte, NC • 54min ago

Hospital & Medical

Summary This position is located in the Release of Information (ROI) section at the Charlotte VA Health Care Center; Charlotte, North Carolina. Release of Information (ROI) technicians disclose health information in acco...

54min ago

Go to Apply

Assistant Manager II

Family Dollar • Charlotte, NC • 56min ago

Retail & Hospitality

We're seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following: Assist with store functions and day-t...

56min ago

Go to Apply

Assistant Manager II

Family Dollar • Charlotte, NC • 57min ago

Retail & Hospitality

57min ago

Go to Apply

Environmental Services EVS Manager- Atrium Health Carolinas Medical Center (CMC)

ARAMARK • Charlotte, NC • 1h ago

Hospital & Medical

Job Description Aramark Healthcare+ is seeking an Environmental Services Manager to join our team at Atrium Health Carolinas Medical Center (CMC) in Charlotte, NC . The Environmental Services (EVS) Manager is responsible...

1h ago

Go to Apply

Automatic Door Technician

Lane Valente Industries • Charlotte, NC • 1h ago

IT & Engineering

1h ago

Go to Apply

CDL Truck Driver Van OTR Fleet

Roehl Transport • Fort Mill, SC • 1h ago

Trucking & Construction

In our over the road Van Fleet, you'll haul largely no-touch freight across 48 states and Canada. As you see the nation, you'll also see many different shippers and locations. You'll get our Dyanmic Pay Plan that respect...

1h ago

Go to Apply

Finance Solutions - FP&A Consultant - Manager

PwC • Charlotte, NC • 1h ago

Finance, Accounting & Banking

Specialty/Competency: Finance Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 60% A career in our Enterprise Performance Management practice, within Finance Consulting services, will provi...

1h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)