Senior Trust Officer & Wealth Advisor

Fifth Third Bank; Walnut Creek (CA); On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank in Costa Mesa, California invites applications for a Trust Officer role responsible for fiduciary account administration and managing client portfolios of moderate complexity. You will guide wealth planning, ensure regulatory compliance, and collaborate with internal and external partners to deliver a superior client experience while contributing to business growth.

The role requires 7 years of trust administration experience and a bachelor’s degree, with responsibilities

Qualifications

• Bachelor’s degree is required.
• 7 years of experience in trust administration, fiduciary services, or related experience.

Responsibilities

• Fiduciary account administration according to governing documents, laws and policies.
• Account oversight and review of trust documents and transactions.
• Primary point of contact for clients, beneficiaries and advisors.
• Ensure compliance with fiduciary, legal and regulatory requirements.
• Address client requests and account issues; escalate when needed.
• Oversee account openings/closings and tax reporting coordination.
• Collaborate with internal teams, external advisors, and centers of influence.
• Support business development through referrals and existing client relationships.
• Participate in initiatives to improve operational efficiency and service delivery.

Skills

Fiduciary knowledge

Client relationship management

Risk and compliance awareness

Attention to detail

Communication

Education

Bachelor’s degree

Job description

Fifth Third Bank in Costa Mesa, California invites applications for a Trust Officer role responsible for fiduciary account administration and managing client portfolios of moderate complexity. You will guide wealth planning, ensure regulatory compliance, and collaborate with internal and external partners to deliver a superior client experience while contributing to business growth.

The role requires 7 years of trust administration experience and a bachelor’s degree, with responsibilities