Trust Services Specialist

Fifth Third Bank; New York (NY); On-site; USD 71,000 - 146,000; Full time

Job summary

Fifth Third Bank in Raleigh, North Carolina, is seeking a Trust Administrator to support Advisor Solutions by ensuring accurate fiduciary processes and excellent client service. You will interface with trust accounting systems, assist with multigenerational trusts, and collaborate with advisors to maintain client relationships and compliance.

Ideal candidates have 3–5 years fiduciary experience, a degree, and knowledge of tax matters; CTFA is preferred, with strong time management and

Qualifications

• Bachelor’s degree strongly preferred.
• 3–5 years fiduciary client service/sales experience preferred.
• CTFA or other professional designation preferred.
• Knowledge of trust administration, estate planning strategies, and income and estate tax matters.
• Strong computer/technical skills with MS Office including Word, Excel, PowerPoint, Outlook, and CoPilot.

Responsibilities

• Frequent direct communication with client.
• Support advisors in executing and implementing decision-making aspects of trust administration.
• Support the administration of multigenerational trusts, often with discretionary income and principal payments distributed among multiple family members.
• Support the Trust Advisor in the execution of the terms of trust documents.
• Partner with advisors to retain client base by coordinating with internal and external service providers to optimize effectiveness and efficiency in achieving high client service standards.
• Partner with advisors to set client expectations.
• Partner with advisors on client meeting materials.
• Assist with client relationship management tools.

Skills

Fiduciary client service

Trust administration

Time management

Interpersonal skills

Microsoft Office proficiency

Education

Bachelor’s degree

Tools

Microsoft Office

CoPilot

Excel

Job description

Fifth Third Bank in Raleigh, North Carolina, is seeking a Trust Administrator to support Advisor Solutions by ensuring accurate fiduciary processes and excellent client service. You will interface with trust accounting systems, assist with multigenerational trusts, and collaborate with advisors to maintain client relationships and compliance.

Ideal candidates have 3–5 years fiduciary experience, a degree, and knowledge of tax matters; CTFA is preferred, with strong time management and