Remote Trust Advisor II – Private Wealth Growth

Huntington Bancshares, Inc.; Columbus (OH); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Huntington Bancshares, Inc. seeks a Trust Advisor II within its Private Client Group to assess high net worth customers’ financial needs and coordinate cross-sell opportunities.

You will manage complex trusts, estates, and agency accounts, and lead relationships with attorneys and financial planners to expand assets. The role emphasizes building strong client relationships, providing governance guidance, and collaborating with product specialists for comprehensive wealth solutions.

Qualifications

• Bachelor's degree required.
• 5+ years of moderate to complex Trust Administration experience.

Responsibilities

• Administer wealth and investment accounts including trusts, estates, and agencies.
• Provide operating instructions to Trust support staff and coordinate with parties.
• Develop new relationships, retain clients, and cross-sell assets.
• Maintain relationships with attorneys, accountants, and financial planners.
• May serve on internal trust committees.
• Perform other duties as assigned.

Skills

Relationship building

Trust administration

Communication skills

PC and internet proficiency

Multi-tasking

Education

Bachelor's degree

Job description

Huntington Bancshares, Inc. seeks a Trust Advisor II within its Private Client Group to assess high net worth customers’ financial needs and coordinate cross-sell opportunities.

You will manage complex trusts, estates, and agency accounts, and lead relationships with attorneys and financial planners to expand assets. The role emphasizes building strong client relationships, providing governance guidance, and collaborating with product specialists for comprehensive wealth solutions.