Senior Private Bank Trust Officer

Fifth Third Bank; Rosemont (IL); On-site; USD 71,000 - 146,000; Full time

Job summary

Fifth Third Bank in Cincinnati, OH seeks a Trust Officer II, Private Bank Center, to administer complex personal trust, agency, IRA and custody accounts exceeding $1.5M in book revenue. You will execute estate plans as Trustee/Executor and coordinate with multiple stakeholders to deliver exceptional fiduciary service.

Ideal candidates have 8+ years in financial services with fiduciary experience, strong analytical skills, and deep knowledge of trust administration and tax matters.

Qualifications

• Bachelor's degree preferred or related experience required.
• 8+ years in financial services with fiduciary/IRA experience.
• Strong client relationship and communication skills.
• Knowledge of fiduciary law and estate planning.
• Ability to multi-task and manage time.

Responsibilities

• Coordinate fiduciary services for a portfolio of Personal Trust accounts.
• Review discretionary action requests for irrevocable trusts.
• Administer multigenerational trusts with discretionary income and principal distribution.
• Execute estate plans where Fifth Third Private Bank serves as Trustee or Executor.
• Collaborate with client service teams to maintain high service standards.

Skills

Trust administration

Client relationship skills

Analytical thinking

Risk awareness

Education

Bachelor's degree or related experience

Tools

Trust accounting software

Job description

Fifth Third Bank in Cincinnati, OH seeks a Trust Officer II, Private Bank Center, to administer complex personal trust, agency, IRA and custody accounts exceeding $1.5M in book revenue. You will execute estate plans as Trustee/Executor and coordinate with multiple stakeholders to deliver exceptional fiduciary service.

Ideal candidates have 8+ years in financial services with fiduciary experience, strong analytical skills, and deep knowledge of trust administration and tax matters.