Trust Advisor
Fifth Third Bank, Wilmington, DE, United States
GENERAL FUNCTION
The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. The role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, and identifying new opportunities while fostering strong existing fiduciary client relationships. The Trust Advisor partners closely with the Advisor Solutions team to support regional growth strategies and deepen client relationships by providing fiduciary advice aligned with the client’s financial goals and objectives.
The Trust Advisor is responsible for risk management, following all policies and procedures, and ensuring a positive customer experience while operating within the Bank’s risk appetite.
Essential Duties and Responsibilities
Develop subject matter expertise in fiduciary related areas.
Serve as a trusted advisor by developing close personal relationships with clients and their families, integrating technical fiduciary components with each client’s unique personal situation and values.
Anticipate clients Advisor Solutions service offering needs and coordinate with Advisor Solutions, One Bank partners, and external advisors.
Actively participate with the Advisor Solutions team to support expanding and deepening existing relationships.
Participate in client presentations as requested and serve as subject matter expert concerning fiduciary strategies.
Understand existing client relationships and create trust optimization strategies to expand and deepen relationships through estate plan reviews, client meetings, and best practice advice.
Oversee the administration of trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
Review and interpret estate planning documents and administer trust income and principal accurately and timely.
Possess strong technical understanding of complex fiduciary documents and strategies.
Coordinate appropriate Advisor Solutions resources—tax liaison team, operational support, in‑house legal counsel and leadership—to maintain fiduciary responsibility.
Manage due diligence for all new fiduciary appointments, reviewing critical documents to ensure a complete understanding of client needs and the bank’s ability to meet those needs.
Play a key role in overall client satisfaction and retention.
Identify at‑risk clients and proactively resolve all client issues to drive retention.
Maintain accurate, up‑to‑date records of all trust activities.
Minimum Knowledge, Skills, and Abilities Required
Bachelor’s degree in Finance, Accounting, Law, or a related field (advanced degree or professional certification such as CTFA, CFP preferred).
Minimum 7 years of experience in trust and estate administration with a proven track record of managing trusts.
Strong knowledge of trust and estate laws and regulations as well as industry standards and practices.
Demonstrated ability to advise and deliver on fiduciary strategies.
Demonstrated proficiency in exercising fiduciary judgement and discretion.
Excellent interpersonal and communication skills to deliver a best‑in‑class client experience.
Ability to work in a team‑oriented/matrix environment.
Ability to manage multiple priorities and meet deadlines.
Proficiency with Microsoft Office Suite.
High ethical standards and a commitment to fiduciary responsibility.
Exhibits a sense of urgency and continuous improvement mindset.
Base Salary and Incentives
The base salary for this position reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries will vary based on factors such as role, relevant skillset, relevant experience, education, and geographic location. This role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Benefits
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well‑being. For more information, visit the Fifth Third careers benefits page.
Location
Wilmington, Delaware 19805
Fifth Third Bank, National Association is committed to equal employment opportunity and inclusive workplace culture. We promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or other legally protected status.
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The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. The role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, and identifying new opportunities while fostering strong existing fiduciary client relationships. The Trust Advisor partners closely with the Advisor Solutions team to support regional growth strategies and deepen client relationships by providing fiduciary advice aligned with the client’s financial goals and objectives.
The Trust Advisor is responsible for risk management, following all policies and procedures, and ensuring a positive customer experience while operating within the Bank’s risk appetite.
Essential Duties and Responsibilities
Develop subject matter expertise in fiduciary related areas.
Serve as a trusted advisor by developing close personal relationships with clients and their families, integrating technical fiduciary components with each client’s unique personal situation and values.
Anticipate clients Advisor Solutions service offering needs and coordinate with Advisor Solutions, One Bank partners, and external advisors.
Actively participate with the Advisor Solutions team to support expanding and deepening existing relationships.
Participate in client presentations as requested and serve as subject matter expert concerning fiduciary strategies.
Understand existing client relationships and create trust optimization strategies to expand and deepen relationships through estate plan reviews, client meetings, and best practice advice.
Oversee the administration of trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
Review and interpret estate planning documents and administer trust income and principal accurately and timely.
Possess strong technical understanding of complex fiduciary documents and strategies.
Coordinate appropriate Advisor Solutions resources—tax liaison team, operational support, in‑house legal counsel and leadership—to maintain fiduciary responsibility.
Manage due diligence for all new fiduciary appointments, reviewing critical documents to ensure a complete understanding of client needs and the bank’s ability to meet those needs.
Play a key role in overall client satisfaction and retention.
Identify at‑risk clients and proactively resolve all client issues to drive retention.
Maintain accurate, up‑to‑date records of all trust activities.
Minimum Knowledge, Skills, and Abilities Required
Bachelor’s degree in Finance, Accounting, Law, or a related field (advanced degree or professional certification such as CTFA, CFP preferred).
Minimum 7 years of experience in trust and estate administration with a proven track record of managing trusts.
Strong knowledge of trust and estate laws and regulations as well as industry standards and practices.
Demonstrated ability to advise and deliver on fiduciary strategies.
Demonstrated proficiency in exercising fiduciary judgement and discretion.
Excellent interpersonal and communication skills to deliver a best‑in‑class client experience.
Ability to work in a team‑oriented/matrix environment.
Ability to manage multiple priorities and meet deadlines.
Proficiency with Microsoft Office Suite.
High ethical standards and a commitment to fiduciary responsibility.
Exhibits a sense of urgency and continuous improvement mindset.
Base Salary and Incentives
The base salary for this position reflects the range of salary levels for all roles within this pay grade across the U.S. Individual salaries will vary based on factors such as role, relevant skillset, relevant experience, education, and geographic location. This role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Benefits
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well‑being. For more information, visit the Fifth Third careers benefits page.
Location
Wilmington, Delaware 19805
Fifth Third Bank, National Association is committed to equal employment opportunity and inclusive workplace culture. We promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or other legally protected status.
#J-18808-Ljbffr