Senior Fiduciary Advisor: Complex Trust & Wealth Management

Busey-Bank-2; Glenview (IL); On-site; USD 104,000 - 128,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision

Job summary

Busey Bank seeks a Fiduciary Advisor II to manage fiduciary accounts and client relationships within Wealth Management. You will act as the primary relationship manager, conduct client meetings, ensure compliance with governing instruments, and provide high-level service to beneficiaries and advisors.

The role emphasizes fiduciary administration expertise, strong communication, and team collaboration to deliver client-focused wealth management solutions.

Qualifications

• Bachelor’s degree or commensurate experience with fiduciary administration; previous trust experience preferred.
• Strong oral and written communication skills.
• Strong sales and client service skills.

Responsibilities

• Act as the primary relationship manager for a book of clients.
• Meet with clients to enhance relationships and align with fiduciary objectives.
• Complete mandatory account reviews for assigned accounts.
• Administer accounts in compliance with governing instruments and policies.
• Provide high level customer service to clients, beneficiaries, and advisors.

Skills

Relationship management

Client service

Communication

Fiduciary administration

Trust & financial concepts

Education

Bachelor’s degree or commensurate fiduciary experience

Tools

Trust Accounting Systems

Microsoft Office Suite

Job description

Busey Bank seeks a Fiduciary Advisor II to manage fiduciary accounts and client relationships within Wealth Management. You will act as the primary relationship manager, conduct client meetings, ensure compliance with governing instruments, and provide high-level service to beneficiaries and advisors.

The role emphasizes fiduciary administration expertise, strong communication, and team collaboration to deliver client-focused wealth management solutions.