Trust Advisor III - Private Wealth (Remote/Hybrid)

Huntington National Bank; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

Huntington National Bank is seeking a Trust Advisor III to join the Private Bank client relationship team. You will manage a book of trust relationships and serve as the primary contact for co-fiduciaries, beneficiaries, and advisors.

The role partners with other Private Bank team members to deliver a full suite of services and supports administrators with complex trust accounts. Strong communication and multi-tasking are essential in this role.

Qualifications

• Bachelor’s degree required.
• Five+ years of moderate to complex Trust Administration experience.
• Excellent written and verbal communication skills.

Responsibilities

• Administer Wealth & Investment trust and estate accounts of moderate to high complexity.
• Provide operating instructions to Trust support staff and ensure proper handling of relationships.
• Coordinate with internal and external parties involved in a trust relationship.
• Develop new relationships and cross-sell to expand assets under management.
• Maintain relationships with attorneys, accountants, and financial planners.

Skills

Trust administration

Relationship management

Cross-selling

Client meetings

Education

Bachelor's degree

Juris Doctor (preferred)

CFTA designation (preferred)

Tools

PC and Internet proficiency

Job description

Huntington National Bank is seeking a Trust Advisor III to join the Private Bank client relationship team. You will manage a book of trust relationships and serve as the primary contact for co-fiduciaries, beneficiaries, and advisors.

The role partners with other Private Bank team members to deliver a full suite of services and supports administrators with complex trust accounts. Strong communication and multi-tasking are essential in this role.