Trust Advisor II – Private Wealth & Cross-Sell Leader

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

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.