Executive Fiduciary Support Specialist

The-Glenview-Trust-Company-1; Louisville (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

The Glenview Trust Company in Louisville, KY, is seeking a Fiduciary Support Specialist to provide high-level administrative and organizational support to the Chief Fiduciary Officer and fiduciary team. This role coordinates calendars, meetings, correspondence, and records while handling confidential materials with discretion.

This in-office position requires strong Microsoft Office skills, excellent communication, and the ability to manage multiple priorities with professionalism.

Qualifications

• Minimum of a 2-year Associate degree required; 4-year Bachelor's degree preferred.
• Minimum of 5 years of administrative or executive support experience preferred.
• Experience within a trust company, financial services organization, or regulated setting preferred.
• Strong proficiency with Microsoft Office, particularly Excel, Outlook, Word, and PowerPoint.

Responsibilities

• Provides high-level administrative support to designated executives and fiduciary leaders, including calendar coordination, meeting planning, correspondence, document preparation, and follow-up on priorities and commitments.
• Organizes and prioritizes requests, files, records, and communications to help executives and team members remain informed and prepared.
• Prepares, edits, formats, and proofreads letters, presentations, spreadsheets, meeting materials, and other business documents consistent with Glenview Trust Company standards.
• Handles confidential client, employee, fiduciary, compliance, audit, and governance information with appropriate discretion and care.
• Serves as a professional point of contact and liaison among executives, employees, clients, vendors, professional advisors, auditors, and other parties.

Skills

Administrative support

Executive support

Microsoft Office

Communication

Organization

Education

Associate degree

Bachelor's degree preferred

Tools

Excel

Outlook

Word

PowerPoint

Job description

The Glenview Trust Company in Louisville, KY, is seeking a Fiduciary Support Specialist to provide high-level administrative and organizational support to the Chief Fiduciary Officer and fiduciary team. This role coordinates calendars, meetings, correspondence, and records while handling confidential materials with discretion.

This in-office position requires strong Microsoft Office skills, excellent communication, and the ability to manage multiple priorities with professionalism.