Fiduciary Advisor II

Busey Bank; Fort Myers (FL); On-site; USD 81,000 - 105,000; Full time

Job summary

Busey Bank in Fort Myers, FL seeks a Fiduciary Advisor to manage fiduciary accounts where Busey serves as trustee, executor, or administrator. You will cultivate client relationships and ensure objectives align with governing documents and fiduciary principles.

You will meet clients regularly, review accounts, and collaborate with associates to provide compliant, high‑quality fiduciary service. A bachelor's degree and ongoing CE are required, with the opportunity for advancement in a growing

Qualifications

• Bachelor's degree or commensurate fiduciary experience required.
• Experience administering fiduciary accounts and managing client relationships.
• Knowledge of trust administration, estate settlement, investments and banking concepts.
• Ongoing professional development and CE credits.

Responsibilities

• Act as primary relationship manager for a book of clients.
• Meet with clients regularly to enhance relationships and actions.
• Complete mandatory account reviews for assigned accounts.
• Coordinate discretionary distributions and fiduciary matters.
• Escalate issues to leadership as appropriate.
• Serve on fiduciary committees as needed.
• Administer accounts in compliance with governing instruments and policies.

Skills

Communication skills

Sales and client service

Trust accounting

Office software

Wealth management

Fiduciary approach

Education

Bachelor's degree or commensurate experience

Tools

Trust accounting systems

Microsoft Office Suite

Job description

Position Summary

The Fiduciary Advisor (FA) is responsible for the administration of fiduciary accounts where Busey is acting as trustee, executor, administrator, conservator, guardian, or agent for Busey Wealth Management clients. The Fiduciary Advisor manages fiduciary relationships, ensuring client objectives are met and are consistent with the governing documents and fiduciary administration principles. The Fiduciary Advisor will engage in proactive and ongoing communication with clients to build and maintain relationships and to develop a deep understanding of each clients' unique goals and objectives. The reporting structure may vary for the Fiduciary role based on Regional needs; an FA I can report to a Market or Regional President and in some instances, a Managing Director, Director or to a FA II.

Duties & Responsibilities

• Act as the primary relationship manager for a book of clients.
• Frequently meet with clients; formulate the appropriate actions necessary to help the client and enhance their relationship with Busey.
• Complete mandatory account reviews for the assigned accounts.
• Participate in Fiduciary Committees as needed.
• Attend discovery/needs-based training.
• Serve as resource for the team and act as a project leader from time to time.
• Administer accounts in a manner that ensures operational compliance with relevant governing instruments, legal requirements, and business line policies and procedures yet ensures a high level of client service.
• Provide high level customer service to clients, beneficiaries, advisors, and other related parties to assigned accounts.
• Coordinate and arrange for the presentation and review of discretionary distributions, other discretionary matters, and acceptance of new fiduciary business.
• Escalate issues to the Director of Fiduciary Services and Compliance/Fiduciary Officer as appropriate.

Education & Experience

Knowledge of:

• Strong oral and written communication skills
• Strong sales and client service skills
• Knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office Suite
• Wealth Management Services including trust administration, estate settlement, Investments, financial planning, and banking concepts including asset allocation
• A fiduciary approach to managing client relationships

Ability to:

• Experience administering fiduciary accounts
• Develop and manage client relationships at an advanced level
• Make recommendations consistent with the client's Investment Policy Statement
• Make independent decisions
• Respond timely to client needs and requests
• Partner with other associates on the team in a collaborative and client-focused manner
• Understand and think strategically about each client's financial planning
• Analyze and interpret numerical data
• Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
• Analyze and interpret general business periodicals, professional journals, technical procedures, and governmental regulations
• Perform duties under frequent time pressures
• The Fiduciary Advisor II role is for those Advisors managing larger more complex books of business that bring in substantial revenue.

Education and Training:

• Requires a bachelors' degree or commensurate experience with fiduciary administration; previous trust experience preferred.
• On-going development and broadening of appropriate knowledge and skills; additional education will need to be successfully completed; must be in good standing with First Busey Corporation continuing education.
• Minimum of 10 hours of annual continuing education in courses related to the position's responsibilities.
• Approved webinars, seminars, and courses will be credited at the CE amount stated.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $81,000 - $105,000/yr)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.