Trust & Fiduciary Officer — Wealth Administration

First Financial Bank; Hamilton (OH); On-site; USD 58,000 - 78,000; Full time

Job summary

First Financial Bank is seeking a Fiduciary Officer to efficiently administer trust accounts for wealth management clients where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. You will provide expert advice on estate planning, ensure compliance, and deliver high-level service to clients, attorneys, and beneficiaries.

The role requires fiduciary experience, strong knowledge of investments and tax, and the ability to coordinate with attorneys and internal

Qualifications

• Bachelor's degree required.
• Minimum 5 years’ fiduciary or personal trust experience.
• Broad knowledge of investments, tax, legal and bank operations.
• Knowledge of fiduciary standards, principles and applicable laws/regulations.
• Proficient in Word, Excel, and Outlook.

Responsibilities

• Manages risk by monitoring and controlling risk in trust and account administration.
• Provides high level client service to grantors, beneficiaries, and attorneys.
• Oversees trust accounts to ensure objectives align with governing documents and policies.
• Collaborates on new/closing paperwork, transfers, tax reporting, gifting, fee setup and ongoing administration from opening to closing.

Skills

Communication

Organization

Attention to detail

Risk management

Client service

Education

Bachelor's Degree

Tools

Word

Excel

Outlook

Job description

First Financial Bank is seeking a Fiduciary Officer to efficiently administer trust accounts for wealth management clients where the Bank serves as trustee, executor, administrator, conservator, guardian, or agent. You will provide expert advice on estate planning, ensure compliance, and deliver high-level service to clients, attorneys, and beneficiaries.

The role requires fiduciary experience, strong knowledge of investments and tax, and the ability to coordinate with attorneys and internal