Trust Advisor II

Huntington; Columbus (OH); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Flexible work arrangements

Job summary

Huntington is seeking a Trust Advisor II to oversee the administration of Wealth & Investment accounts, including trusts and estates, for high net worth clients. The role focuses on assessing total financial needs and coordinating with product specialists to create cross-sell opportunities.

The position emphasizes building relationships with attorneys, accountants, and other professionals while maintaining compliance and service excellence across client portfolios.

Qualifications

• Bachelor's degree required; five or more years of moderate to complex Trust Administration experience.
• Excellent written and verbal communication skills; ability to multi-task.

Responsibilities

• Administer Wealth & Investment accounts with moderate to high complexity, including trusts, estates and agencies.
• Profile high net worth customers’ total financial needs and coordinate cross-sell opportunities with product specialists.
• Provide operating instructions to Trust support staff and ensure proper handling of account relationships.
• Develop new relationships, retain existing customers, and cross-sell to gather additional assets.
• Build strong relationships with centers of influence such as attorneys, accountants, insurance agents, and financial planners.

Skills

Trust administration

Relationship building

Communication skills

Multitasking

Education

Bachelor's degree

Juris Doctor

Certified Trust and Fiduciary Advisor (CFTA)

Job description

Description Summary

The Trust Advisor II, as part of Huntington’s Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product specialists to obtain cross-sell opportunities.

Duties and Responsibilities

Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies. Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship. Responsible for developing new relationships, retaining existing customers, and cross-selling to gather additional assets to expand customer relationships. Works to maintain strong relationships with centers of influence including attorneys, accountants, insurance agents, and financial planners. May be appointed to serve on internal trust committees as assigned by management. Key OCR (Optimal Customer Relationship) position: builds strong relationships across all business segments. Performs other duties as assigned.

Basic Qualifications

• Bachelor's degree
• Five or more years of moderate to complex Trust Administration experience

Preferred Qualifications

• Juris Doctor
• Certified Trust and Fiduciary Advisor (CFTA) designation
• Demonstrated success working with high net worth banking customers
• Proven ability to build strong relationships with customers
• Financial advisory/sales experience in banking, investment, or insurance products and services
• Knowledge of Private Financial Group products is beneficial

Must have excellent written and verbal communication skills, including professional grammar and demeanor. PC and internet proficiency. Ability to multi-task.

Exempt Status

(Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type

Office Our Approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement.

We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Equal Opportunity Employer

Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

About Huntington

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way people save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team.

Learn more

If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

Accessibility

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of this site or if you require a reasonable accommodation to apply for a job or to perform the essential functions of the job, please send an email to [e-mail].

Reasonable Accommodations

Reasonable Accommodations. Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.