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Insight Global | Professional Fiduciary | cincinnati, oh

1 month ago

cincinnati, United States Insight Global Full time

Insight Global is looking for a Fiduciary Officer in the Cincinnati, OH area Below is more information in what we are looking for in candidates and what the day to day responsibilities of the position:


Required Skills & Experience

  • Experience of relevant fiduciary, personal trust, or trust administration
  • Proficient experience reading trust documents and understanding them
  • Great attention to detail and communication
  • Bachelors Degree


Nice to Have Skills & Experience

  • CTFA (or willingness to obtain it)


Job Description

A client in the West Chester, OH area is seeking a Fiduciary Officer to join there team permanently. The Fiduciary Officer is responsible for the efficient administration of Trust Accounts for wealth management clients where the Bank is acting as trustee, executor, administrator, conservator, guardian, or agent for Trustee. The Fiduciary Officer will provide expert advice and counsel on estate planning and trust administration, including high level customer service to clients, attorneys and beneficiaries, and administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures. There will be both proactive and reactive work, and this individual will already have prior understanding of reading and interpreting trust documents, to be able to successfully provide for their clients.


***Compensation: up to 115k

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.