Senior Trust Officer: High-Net-Worth Fiduciary Advisor

Fifth Third Bank, N.A.

Dallas (TX)

On-site

USD 120,000 - 170,000

Full time

5 days ago
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Job summary

Fifth Third Bank, N.A. seeks a Senior Trust Officer in Dallas, TX to manage complex fiduciary relationships, including high-net-worth and specialty trusts, aligning with governing documents and regulatory standards.

You will serve as primary contact for clients and advisors, ensuring exceptional service and risk-aware decisions. You will collaborate with internal teams to implement strategies, support business growth, and drive client satisfaction, with base salary and incentive eligibility

Qualifications

  • Bachelor’s degree required.
  • 8–10+ years of experience in trust administration, fiduciary services, or related field.

Responsibilities

  • Fiduciary Account Administration: Manages complex trust accounts, including high-net-worth and specialty relationships, ensuring alignment with governing documents, fiduciary standards, and regulatory requirements.
  • Client Relationship Management: Serves as the primary contact for clients, beneficiaries, and advisors, building strong relationships and delivering a high level of service.
  • Risk and Compliance Management: Ensures adherence to fiduciary, legal, and regulatory requirements, including completion of reviews, documentation of decisions, and timely resolution of exceptions.
  • Decision Making: Exercises sound judgment in complex fiduciary matters, including discretionary decisions and risk assessment, ensuring alignment with governing documents, regulatory requirements, and organizational policies.
  • Collaboration and Partnership: Works closely with internal partners and external advisors to implement investment strategies, resolve client issues, and deliver comprehensive fiduciary solutions.
  • Business Development Support: Partners with financial advisors and centers of influence to support new business opportunities and deepen existing client relationships.
  • Client Experience and Retention: Drives a consistent and high-quality client experience, proactively addressing client needs and contributing to retention and satisfaction.
  • Technical Expertise: Maintains strong knowledge of fiduciary principles, trust administration, and applicable legal and tax considerations.
  • Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Skills

Fiduciary expertise
Client relationship management
Risk & compliance management
Communication
Collaboration

Education

Bachelor’s degree

Job description

Fifth Third Bank, N.A. seeks a Senior Trust Officer in Dallas, TX to manage complex fiduciary relationships, including high-net-worth and specialty trusts, aligning with governing documents and regulatory standards.

You will serve as primary contact for clients and advisors, ensuring exceptional service and risk-aware decisions. You will collaborate with internal teams to implement strategies, support business growth, and drive client satisfaction, with base salary and incentive eligibility

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