Senior Fiduciary Advisor - Client Relations & Strategy

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

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