Senior Fiduciary Advisor: Complex Trusts & Relationships

Busey-Bank-2; Fort Myers (FL); On-site; USD 81,000 - 105,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental

Vision

Life insurance

Disability benefits

Wellness incentives

Employee assistance program

Job summary

Busey Fiduciary Services is seeking a Fiduciary Advisor to manage fiduciary accounts and maintain proactive client communication. You will oversee relationship development, reviews, and governance compliance within wealth management frameworks.

The role requires strong client service, fiduciary knowledge, and collaboration with colleagues to deliver tailored financial solutions inside policy guidelines.

Qualifications

• Bachelor's degree or commensurate fiduciary experience.
• Experience with fiduciary administration and trust services.
• Strong communication and client service skills.
• Knowledge of wealth management concepts and fiduciary policies.

Responsibilities

• Act as the primary relationship manager for a book of fiduciary clients.
• Meet with clients regularly to preserve relationships and identify needs.
• Complete mandatory account reviews and participate in fiduciary committees.
• Ensure compliance with governing instruments, laws and internal policies.
• Coordinate discretionary distributions and onboarding of new fiduciary business.
• Escalate issues to leadership and support team collaboration.

Skills

Oral and written communication

Sales experience

Client service skills

Wealth management knowledge

Microsoft Office

Education

Bachelor's degree

Tools

Trust accounting systems

Microsoft Office Suite

Job description

Busey Fiduciary Services is seeking a Fiduciary Advisor to manage fiduciary accounts and maintain proactive client communication. You will oversee relationship development, reviews, and governance compliance within wealth management frameworks.

The role requires strong client service, fiduciary knowledge, and collaboration with colleagues to deliver tailored financial solutions inside policy guidelines.