Senior Trust Officer — Remote Wealth Management

Fifth Third Bank, N.A.; Austin (TX); On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank, National Association in Costa Mesa, CA seeks a Trust Officer to administer fiduciary accounts and manage client portfolios of moderate complexity. The role offers wealth management guidance, regulatory compliance, and collaboration with internal and external stakeholders to drive growth.

Responsibilities include overseeing trust accounts, reviewing documents, serving as a primary client contact, and ensuring accurate reporting while supporting business development initiatives.

Qualifications

• Bachelor’s degree is required.
• 7+ years of experience in trust administration, fiduciary services, or related field.
• Knowledge of fiduciary responsibilities and governing documents.
• Strong attention to detail and accuracy in documentation.
• Effective communication with clients, advisors, and internal teams.

Responsibilities

• Fiduciary Account Administration: manage accounts per documents, laws, and policies.
• Account Oversight and Review: interpret trust documents, monitor activity, ensure records accuracy.
• Client Relationship Management: be primary contact for clients, beneficiaries, and advisors.
• Risk and Compliance Management: ensure regulatory compliance and proper documentation.
• Issue Resolution: address client requests and account issues, escalate if needed.
• Account Lifecycle Management: oversee openings/closings, asset transfers, tax reporting coordination.
• Collaboration and Partnership: work with internal teams, external advisors, centers of influence.
• Business Development Support: contribute to new business through referrals and partner relations.
• Process Improvement: participate in initiatives to improve efficiency and service delivery.
• Other Duties: adapt to new tasks and priorities as needed.

Skills

Fiduciary Knowledge

Client Relationship Management

Risk and Compliance Awareness

Attention to Detail

Communication

Education

Bachelor’s degree

Job description

Fifth Third Bank, National Association in Costa Mesa, CA seeks a Trust Officer to administer fiduciary accounts and manage client portfolios of moderate complexity. The role offers wealth management guidance, regulatory compliance, and collaboration with internal and external stakeholders to drive growth.

Responsibilities include overseeing trust accounts, reviewing documents, serving as a primary client contact, and ensuring accurate reporting while supporting business development initiatives.