Senior Trust & Wealth Relationship Lead

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

Job summary

Fifth Third Bank in Costa Mesa, CA is seeking a Trust Officer to administer fiduciary accounts and act as a relationship manager for moderately complex client portfolios. You will ensure compliance with governing documents and regulatory requirements, collaborating with internal teams and external advisors to deliver a consistent client experience while supporting business growth.

Requirements include a Bachelor's degree and approximately 7 years of experience in trust administration or

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.

Responsibilities

• Fiduciary Account Administration: manage fiduciary accounts per governing documents and policies.
• Account Oversight and Review: monitor trust activity and maintain records.
• Client Relationship Management: serve as primary contact for clients and advisors.
• Risk and Compliance Management: ensure adherence to fiduciary, legal, and regulatory requirements.
• Account Lifecycle Management: oversee openings/closings and asset transfers.

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, CA is seeking a Trust Officer to administer fiduciary accounts and act as a relationship manager for moderately complex client portfolios. You will ensure compliance with governing documents and regulatory requirements, collaborating with internal teams and external advisors to deliver a consistent client experience while supporting business growth.

Requirements include a Bachelor's degree and approximately 7 years of experience in trust administration or