Senior Trust Officer & Client Wealth Advisor

Fifth Third Bank; Denver (CO); On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank in Costa Mesa, California seeks a Trust Officer to administer fiduciary accounts and manage client portfolios of moderate complexity, delivering wealth guidance and ensuring regulatory compliance.

You will collaborate with internal teams and external advisors to support client needs, handle account openings/closings, and contribute to business growth while maintaining meticulous documentation and adherence to fiduciary standards.

Qualifications

• Bachelor’s degree required.
• 7 years of experience in trust administration, fiduciary services, or related field.
• Strong knowledge of fiduciary responsibilities and trust administration.

Responsibilities

• Fiduciary account administration in accordance with governing documents and laws.
• Account oversight and review of trust documents and transactions.
• Serve as primary point of contact for clients and advisors.
• Ensure compliance with fiduciary, legal, and regulatory requirements.
• Oversee account openings and closings and coordinate tax reporting.

Skills

Fiduciary knowledge

Client relationship management

Risk & compliance awareness

Attention to detail

Communication

Education

Bachelor’s degree

Job description

Fifth Third Bank in Costa Mesa, California seeks a Trust Officer to administer fiduciary accounts and manage client portfolios of moderate complexity, delivering wealth guidance and ensuring regulatory compliance.

You will collaborate with internal teams and external advisors to support client needs, handle account openings/closings, and contribute to business growth while maintaining meticulous documentation and adherence to fiduciary standards.