Trust Operations & Client Experience Lead

Fifth Third Bank; Town of Florida (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Fifth Third Bank is seeking a Trust Administrator in New York to provide administrative support for Advisor Solutions, focusing on client satisfaction and adherence to fiduciary policies. The role emphasizes frequent client communication, compliance with trust documents, and supporting the administration of trusts across multiple family members.

The ideal candidate will have 3-5 years of fiduciary experience and a Bachelor’s degree, demonstrating strong interpersonal skills and a proficiency in Microsoft Office. This position offers opportunities for personal and financial growth.

Qualifications

• Minimum 3-5 years fiduciary client service/sales experience preferred.
• Significant experience and expertise within Trust.
• Ability to work in a team-oriented/matrix environment.

Responsibilities

• Support advisors in executing trust administration decisions.
• Ensure compliance with fiduciary policies and procedures.
• Review daily trust activity.

Skills

Fiduciary client service/sales experience

Trust administration knowledge

Effective communication skills

Time management skills

Microsoft Office proficiency

Education

Bachelor’s degree

CTFA or other professional designation

Job description

Fifth Third Bank is seeking a Trust Administrator in New York to provide administrative support for Advisor Solutions, focusing on client satisfaction and adherence to fiduciary policies. The role emphasizes frequent client communication, compliance with trust documents, and supporting the administration of trusts across multiple family members.

The ideal candidate will have 3-5 years of fiduciary experience and a Bachelor’s degree, demonstrating strong interpersonal skills and a proficiency in Microsoft Office. This position offers opportunities for personal and financial growth.