Senior Trust & Estates Advisor

0101 The Huntington National Bank; Kentucky; On-site; USD 80,000 - 110,000; Full time

Job summary

0101 The Huntington National Bank is seeking a Trust Advisor III to manage a portfolio of wealth and estate accounts within Huntington Private Bank. You will serve as the primary contact for co-fiduciaries, beneficiaries, and advisors, coordinating with internal teams to deliver comprehensive fiduciary services.

The role emphasizes strong relationship-building with attorneys, accountants, and financial planners, and may involve serving on internal trust committees.

Qualifications

• Excellent written and verbal communication; professional grammar and demeanor.
• Ability to participate effectively in client meetings.
• PC and internet proficiency; comfort with trust administration software.

Responsibilities

• Administers Wealth & Investment trust and estate accounts of moderate to high complexity.
• Provides operating instructions to Trust support staff for proper handling of accounts.
• Coordinates administrative functions with internal and external parties with fiduciary interests.

Skills

Communication skills

PC proficiency

Multi-tasking

Education

Bachelor's degree

Juris Doctor

CFTA designation

Tools

None

Job description

0101 The Huntington National Bank is seeking a Trust Advisor III to manage a portfolio of wealth and estate accounts within Huntington Private Bank. You will serve as the primary contact for co-fiduciaries, beneficiaries, and advisors, coordinating with internal teams to deliver comprehensive fiduciary services.

The role emphasizes strong relationship-building with attorneys, accountants, and financial planners, and may involve serving on internal trust committees.