Senior Trust & Wealth Advisor

Fifth Third Bank, N.A.

Dallas (TX)

On-site

USD 90,000 - 130,000

Full time

3 days ago
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Job summary

Fifth Third Bank, National Association in Dallas, TX is seeking a Trust Officer to administer fiduciary accounts and act as the relationship manager for moderately complex client portfolios. This role requires ensuring compliance with governing documents and regulatory requirements while collaborating with internal and external partners to deliver a consistent client experience.

Responsibilities include managing fiduciary accounts, reviewing trust documents, handling client inquiries, and

Qualifications

  • Fiduciary concepts and governing documents understanding.
  • Ability to manage client relationships and respond to inquiries.
  • Knowledge of regulatory requirements and internal policies.
  • Attention to account activity and documentation accuracy.
  • Clear, professional communication with clients and teams.

Responsibilities

  • Fiduciary account administration in line with documents and policies.
  • Review trust documents, monitor activity, maintain accurate records.
  • Serve as primary contact for clients, beneficiaries, and advisors.
  • Ensure compliance with fiduciary, legal, and regulatory requirements.

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 Dallas, TX is seeking a Trust Officer to administer fiduciary accounts and act as the relationship manager for moderately complex client portfolios. This role requires ensuring compliance with governing documents and regulatory requirements while collaborating with internal and external partners to deliver a consistent client experience.

Responsibilities include managing fiduciary accounts, reviewing trust documents, handling client inquiries, and

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