Wealth Trust Officer: Client-Focused Fiduciary Leader

Fifth Third Bank; Dallas (TX); On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank is seeking a Trust Officer to administer fiduciary accounts and manage client portfolios of moderate complexity. You will provide wealth management guidance, ensure documents and regulatory compliance, and partner with internal and external stakeholders to deliver a consistent client experience while contributing to growth.

Responsibilities include fiduciary account administration, document reviews, client servicing, risk and compliance management, and collaboration with

Qualifications

• Bachelor’s degree required; 7 years of trust administration or fiduciary services experience.
• Strong fiduciary knowledge and regulatory awareness.
• Strong client relationship management and communication skills.

Responsibilities

• Fiduciary account administration in line with documents, laws, and policies.
• Review trust documents, monitor activity, ensure transaction accuracy.
• Serve as primary contact for clients, beneficiaries, and advisors.
• Ensure compliance with fiduciary, legal, and regulatory requirements.
• Address client requests and account issues, escalate when needed.
• Oversee account openings, closings, asset transfers, income/principal classification, and tax reporting coordination.
• Collaborate with internal teams and external advisors to deliver fiduciary services.
• Support business development through referrals and partner expansion.
• Participate in process improvements to enhance service delivery.
• Perform other duties as assigned.

Skills

Fiduciary knowledge

Client relationship management

Risk and compliance awareness

Attention to detail

Communication

Education

Bachelor's degree

Job description

Fifth Third Bank is seeking a Trust Officer to administer fiduciary accounts and manage client portfolios of moderate complexity. You will provide wealth management guidance, ensure documents and regulatory compliance, and partner with internal and external stakeholders to deliver a consistent client experience while contributing to growth.

Responsibilities include fiduciary account administration, document reviews, client servicing, risk and compliance management, and collaboration with