Trust & Estate Settlement Specialist

Fifth Third Bank; Chicago (IL); On-site; USD 61,000 - 126,000; Full time

Job summary

Fifth Third Bank is seeking an Estate Settlement Administrator to support Estate Officers in managing estate settlement trusts, ensuring exceptional client service, accuracy, and regulatory compliance. You will interact with beneficiaries, outside advisors, and internal teams to handle communications, asset collection, tax coordination, and documentation.

The role emphasizes organization, attention to detail, and knowledge of fiduciary matters, probate, and tax planning, while maintaining trust

Qualifications

• Bachelor's degree strongly preferred.
• Minimum 2 years of professional experience in estate/trust or financial services.
• Strong communication and client service skills required.
• Fiduciary and regulatory knowledge is a plus.

Responsibilities

• Support Estate Officers in all aspects of estate administration and client communications.
• Collect assets, file probate documents, manage distributions and trust accounts.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Org & Time Mgmt

Detail-oriented

Trust Administration

Financial Acumen

Client Service

Effective Communication

Team Collaboration

Adaptability

Tech Proficiency

Risk & Compliance

Education

Bachelor's degree

Tools

CRM

ACE

Workflow Portal

AM Administrator

CoPilot

Microsoft Office Suite

Job description

Fifth Third Bank is seeking an Estate Settlement Administrator to support Estate Officers in managing estate settlement trusts, ensuring exceptional client service, accuracy, and regulatory compliance. You will interact with beneficiaries, outside advisors, and internal teams to handle communications, asset collection, tax coordination, and documentation.

The role emphasizes organization, attention to detail, and knowledge of fiduciary matters, probate, and tax planning, while maintaining trust