Senior Private Trust Officer

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

Benefits offered by this job

Comprehensive benefits

Job summary

Fifth Third Bank in Cincinnati, OH invites a Trust Officer II to manage sophisticated personal trust accounts, agency, IRA, and custody portfolios. The role emphasizes fiduciary responsibilities, risk management, and client-focused service, aligned with private bank standards.

Expectals include reviewing discretionary requests, guiding multigenerational trusts, and coordinating with specialists to ensure accurate documentation and compliant operations across complex accounts.

Qualifications

• Bachelor's degree or related experience required.
• Experience in trust administration, estate planning, and IRA matters preferred.
• Strong knowledge of fiduciary law and estate planning concepts.
• Excellent time management and multitasking capabilities.

Responsibilities

• Coordinates fiduciary services for a portfolio of personal trust, agency, IRA, and custody accounts.
• Reviews and approves discretionary action requests for irrevocable trusts per documents and policy.
• Administers multigenerational trusts with discretionary income and principal distributions.
• Executes terms of estate plans where Fifth Third Private Bank serves as Trustee, Executor, or Agent.
• Maintains client contact to sustain service standards and relationships.

Skills

Client relationship skills

Time management

Interpersonal communication

Problem solving

Analytical skills

Multi-tasking

Team collaboration

Education

Bachelor's degree or related experience

Job description

Fifth Third Bank in Cincinnati, OH invites a Trust Officer II to manage sophisticated personal trust accounts, agency, IRA, and custody portfolios. The role emphasizes fiduciary responsibilities, risk management, and client-focused service, aligned with private bank standards.

Expectals include reviewing discretionary requests, guiding multigenerational trusts, and coordinating with specialists to ensure accurate documentation and compliant operations across complex accounts.