Trust Administrator

Fifth Third Bank; Wilmington (DE); Sur place; USD 71 000 - 146 000; Plein temps

Résumé du poste

Fifth Third Bank in Raleigh, NC is seeking a Trust Administrator to provide administrative support for Advisor Solutions, ensuring client satisfaction and growth through fiduciary policies and effective trust operations. You will interface with trust accounting systems and support tax reporting.

The role emphasizes risk awareness, compliance, and collaboration with Advisors to manage discretionary actions, prepare client meeting materials, and maintain strong service standards for

Qualifications

• Bachelor’s degree strongly preferred.
• Minimum 3-5 years fiduciary client service/sales experience preferred.
• CTFA or other professional designation, obtained or working toward, preferred.
• Significant experience and expertise within Trust.
• Knowledge of trust administration, estate planning strategies, and income and estate tax matters.
• Effective time management and ability to multi-task.
• Excellent interpersonal and communication skills.
• Ability to work in a team-oriented environment.
• Strong computer/technical skills: Word, Excel, PowerPoint, Outlook, and CoPilot.

Responsabilités

• Frequent direct communication with client.
• Support advisors in executing and implementing decision-making aspects of trust administration.
• Support the administration of multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members.
• Support the Trust Advisor in the execution of the terms of trust documents.
• Partner with advisors to retain client base by coordinating with internal and external service providers for optimal service.
• Partner with advisors to set client expectations and prepare meeting materials.
• Assist with client relationship management tools.
• Review daily trust activity and ensure compliance with fiduciary policies.

Connaissances

Fiduciary client service

Trust knowledge

Time management

Interpersonal skills

Communication

Formation

Bachelor’s degree

CTFA designation (preferred)

Outils

Microsoft Office

CoPilot

Description du poste

Make banking a Fifth Third better®
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GENERAL FUNCTION:

The Trust Administrator serves as an administrative support professional for Advisor Solutions, to ensure client satisfaction, retention, and growth by adhering to fiduciary policies and procedures. Serves as the primary interface with trust accounting systems and operations, and implements internal policies and procedures effectively.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Banks risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Client Service:

• Frequent direct communication with client.
• Support advisors in executing and implementing decision-making aspects of trust administration.
• Support the administration of multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members.
• Support the Trust Advisor in the execution of the terms of trust documents.
• Partner with advisors to retain client base by partnering with internal and external service providers to optimize effectiveness and efficiency in achieving the highest client service standards.
• Partner with advisors to set client expectations.
• Partner with advisors on client meeting materials.
• Assist with client relationship management tools.

Account Administration:

• Support advisors to ensure compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding business and asset acceptances, discretionary actions, and all other bank policies, procedures, and guidelines.
• Work closely with advisors and Trust Tax Team to ensure proper tax reporting is complete.
• Review daily trust activity.

SUPERVISORY RESPONSIBILITIES: None

MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:

• Bachelor’s degree strongly preferred.
• Minimum 3-5 years fiduciary client service/sales experience preferred.
• CTFA or other professional designation, obtained or working toward, preferred.
• Significant experience and expertise within Trust.
• Knowledge of trust administration, estate planning strategies, and income and estate tax matters.
• Effective time management skills and ability to multi-task.
• Excellent interpersonal and communication skills.
• Exhibits a sense of urgency and continuous improvement mindset.
• Ability to work in a team orientated/matrix environment.
• Strong computer/technical skills required: Ability to use all Microsoft Office software, including: Word, Excel, PowerPoint, Outlook, and CoPilot.

WORKING CONDITIONS:

• Normal office environment.
• Extending viewing of computer screens.

Trust Administrator

Total Base Pay Range 71,100.00 - 145,900.00 USD Annual

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION – Raleigh, North Carolina 27612

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.