Fiduciary Officer I

First Financial Bank; Hamilton (OH); On-site; USD 58,000 - 78,000; Full time

Job summary

First Financial Bank is seeking a Fiduciary Officer to efficiently administer trust accounts for wealth management clients where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. You will provide expert advice on estate planning, ensure compliance, and deliver high-level service to clients, attorneys, and beneficiaries.

The role requires fiduciary experience, strong knowledge of investments and tax, and the ability to coordinate with attorneys and internal

Qualifications

• Bachelor's degree required.
• Minimum 5 years’ fiduciary or personal trust experience.
• Broad knowledge of investments, tax, legal and bank operations.
• Knowledge of fiduciary standards, principles and applicable laws/regulations.
• Proficient in Word, Excel, and Outlook.

Responsibilities

• Manages risk by monitoring and controlling risk in trust and account administration.
• Provides high level client service to grantors, beneficiaries, and attorneys.
• Oversees trust accounts to ensure objectives align with governing documents and policies.
• Collaborates on new/closing paperwork, transfers, tax reporting, gifting, fee setup and ongoing administration from opening to closing.

Skills

Communication

Organization

Attention to detail

Risk management

Client service

Education

Bachelor's Degree

Tools

Word

Excel

Outlook

Job description

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!

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.
• 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. Collaborate with Wealth Advisors, attorneys and other internal partners to develop and implement comprehensive wealth management strategies. Primary responsibility for the oversight and execution of the formal fiduciary account closing process.

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

• Bachelor's Degree
• Minimum 5 years’ experience of relevant fiduciary, personal trust or trust administration
• Broad based 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

• CTFA or JD preferred

Level of Complexity and Scope

• Degree of Independence and Decision-Making: Works with limited supervision

Supervisory Responsibilities

• N/A

Physical Requirements

• Occasionally lifts and carries up to 20 lbs
• Frequently lifts and carries up to 10 lbs
• Frequently sits, stands and drives

Pay Range

• $58,000/year to $78,000/year

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.

Benefits

• We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

• All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

Equal Opportunity Statement

• It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

About Us

• We are an E-Verify Employer.
• At first financial bank, our mission is clear: to be the best bank to do business with, the best place to work, and the best financial partner for our shareholders and the communities we serve.
• We believe that how we work is just as important as what we achieve. That’s why we’re guided by core values that shape everything we do: Doing the right thing Teamwork Mutual respect Wellbeing Excellence.
• Our success starts with our people. We know that when our associates are talented, engaged, and supported, they create outstanding results.

If you're looking to be part of a team that values integrity, inclusion, and collaboration—and where your growth matters—you’ll find your future here.