Trust Administrator: Fiduciary Client Services Pro

Fifth Third Bank; Winston-Salem (NC); On-site; USD 71,000 - 146,000; Full time

Job summary

Fifth Third Bank is seeking a Trust Administrator to support Advisor Solutions by managing client relationships, trust administration tasks, and tax-related coordination. You will liaise with advisors to ensure compliance and high standards of service.

The role emphasizes accuracy, timely communication, and collaboration in a fiduciary environment, with base pay reflective of market ranges and eligibility for incentive plans.

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 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: MS Office and CoPilot.

Responsibilities

• 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.

Skills

Fiduciary client service

Time management

Multi-tasking

Interpersonal skills

Teamwork

MS Office

CoPilot

Education

Bachelor’s degree

CTFA designation

Tools

Microsoft Office Suite

CoPilot

Job description

Fifth Third Bank is seeking a Trust Administrator to support Advisor Solutions by managing client relationships, trust administration tasks, and tax-related coordination. You will liaise with advisors to ensure compliance and high standards of service.

The role emphasizes accuracy, timely communication, and collaboration in a fiduciary environment, with base pay reflective of market ranges and eligibility for incentive plans.