Senior Fiduciary Advisor for Complex Trusts

Busey

Fort Myers (FL)

On-site

USD 81,000 - 105,000

Full time

5 days ago

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Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Medical, dental, vision

Life insurance

Long-term disability

Wellness incentives

Employee assistance program

Job summary

The Fiduciary Advisor position at Busey in Fort Myers, FL oversees fiduciary accounts where Busey acts as trustee, executor, or administrator, delivering high-quality client service and ensuring governance compliance. The FA builds relationships, conducts reviews, and leads fiduciary initiatives while coordinating with the team.

Candidates should have fiduciary administration experience, strong communication, and knowledge of wealth management services.

Qualifications

Requires a bachelor's degree or commensurate experience with fiduciary administration; prior trust experience preferred.
On-going development and continuing education in fiduciary services as per policy.
Strong written and verbal communication skills are essential.

Responsibilities

Act as the primary relationship manager for a book of fiduciary clients.
Meet with clients regularly; determine actions to enhance the client relationship.
Complete mandatory account reviews and participate in fiduciary committees.
Ensure operations comply with governing documents and fiduciary policies.
Coordinate discretionary distributions and new fiduciary business opportunities.
Escalate issues to leadership as appropriate.