Wealth & Trust Advisor II

0101 The Huntington National Bank; United States; Hybrid; USD 90,000 - 150,000; Full time

Job summary

Huntington's Private Client Group seeks a Trust Advisor II to assess high net worth customers' total financial needs and coordinate cross-sell opportunities with product specialists.

You'll administer Wealth & Investment accounts of moderate to high complexity, including trusts, estates, and agencies, and work with attorneys, accountants, and financial planners to deepen client relationships.

Qualifications

• Bachelor's degree required.
• Five or more years of moderate to complex Trust Administration experience.

Responsibilities

• Administer Wealth & Investment accounts of moderate to high complexity including trusts, estates and agencies.
• Provide operating instructions to Trust support staff to ensure proper handling of account relationships.
• Coordinate administrative functions with internal and external parties with a vested interest in the trust relationship.
• Develop new relationships, retain existing customers, and cross-sell to grow assets and relationships.
• Maintain strong relationships with attorneys, accountants, insurance agents, and financial planners.

Skills

Verbal communication

Written communication

PC & Internet proficiency

Multi-tasking

Education

Bachelor's degree

Juris Doctor

Certified Trust and Fiduciary Advisor (CFTA)

Job description

Huntington's Private Client Group seeks a Trust Advisor II to assess high net worth customers' total financial needs and coordinate cross-sell opportunities with product specialists.

You'll administer Wealth & Investment accounts of moderate to high complexity, including trusts, estates, and agencies, and work with attorneys, accountants, and financial planners to deepen client relationships.