Senior Fiduciary Advisor for Complex Trusts

Busey; 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

company-paid life insurance and long‑/

short-term and long-term disability

wellness incentives and EAP

Job summary

Busey is hiring a Fiduciary Advisor to manage fiduciary accounts and relationships for Wealth Management clients. You will oversee account administration, ensure compliance with governing instruments, and maintain proactive client communications to meet objectives.

The role requires evaluating client needs, facilitating discretionary distributions, and collaborating with the team to deliver high quality service. Strong fiduciary knowledge and client servicing skills are essential.

Qualifications

• Bachelor's degree or commensurate fiduciary experience.
• Experience administering fiduciary accounts and managing client relationships at an advanced level.
• Strong oral and written communication; ability to analyze data and think strategically.

Responsibilities

• Act as the primary relationship manager for a book of clients.
• Meet with clients frequently to advance their objectives and strengthen relationships with Busey.
• Complete mandatory account reviews for assigned accounts.
• Participate in Fiduciary Committees as needed.

Skills

Strong communication

Sales & client service

Trust accounting systems

Wealth management concepts

Fiduciary relationship management

Education

Bachelor's degree

Tools

Microsoft Office

Trust accounting systems

Job description

Busey is hiring a Fiduciary Advisor to manage fiduciary accounts and relationships for Wealth Management clients. You will oversee account administration, ensure compliance with governing instruments, and maintain proactive client communications to meet objectives.

The role requires evaluating client needs, facilitating discretionary distributions, and collaborating with the team to deliver high quality service. Strong fiduciary knowledge and client servicing skills are essential.