Senior Trust & Wealth Manager

Fifth Third Bank, N.A.

Denver (CO)

On-site

USD 97,000 - 208,000

Full time

3 days ago
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Job summary

Fifth Third Bank, N.A. is seeking a Trust Officer to administer fiduciary accounts and manage client portfolios of moderate complexity in a role based in the United States.

The position focuses on providing wealth management guidance, ensuring compliance with governing documents and regulatory requirements, and partnering with internal and external stakeholders to deliver a consistent client experience while contributing to business growth.

Qualifications

  • Bachelor’s degree required.
  • 7 years of experience in trust administration, fiduciary services, or related experience.
  • Understanding of trust administration principles and fiduciary responsibilities.
  • Ability to manage client and advisor relationships.
  • Knowledge of regulatory requirements and internal policies.

Responsibilities

  • Manages fiduciary accounts in accordance with governing documents, applicable laws, and policies.
  • Reviews and interprets trust documents, monitors activity, and ensures accurate records.
  • Serves as primary contact for clients, beneficiaries, and advisors.
  • Ensures adherence to fiduciary, legal and regulatory requirements, including proper documentation.
  • Addresses client requests and account issues, escalating as needed.
  • Oversees account openings and closings, asset transfers, and tax reporting coordination.
  • Collaborates with internal teams and external advisors to deliver fiduciary services.
  • Supports business development through referrals and expanding client relationships.
  • Participates in process improvements to enhance 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, N.A. is seeking a Trust Officer to administer fiduciary accounts and manage client portfolios of moderate complexity in a role based in the United States.

The position focuses on providing wealth management guidance, ensuring compliance with governing documents and regulatory requirements, and partnering with internal and external stakeholders to deliver a consistent client experience while contributing to business growth.

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