Senior Trust Advisor

2 weeks ago


Toledo, United States Fifth Third Full time
Make banking a Fifth Third better®

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:
  • Serve as Trust Advisor for clients with more than $5MM in investable assets
  • Work with Private Bank Team to identify fiduciary opportunities and solutions
  • Work with Private Bank Team to implement fiduciary strategies
  • Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish
  • Actively participate with the Private Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions presented to clients
  • Advise 50- 75 households comprised of approximately 250- 300 accounts
ESSENTIAL DUTIES AND RESPONSIBILITIES:
  • On behalf of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM
  • Ensure adherence to all fiduciary rules, regulations and internal governance throughout the administration of the trust
  • Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor or Personal Representative.
  • Generate new fiduciary and Private Bank IM&T
  • Manage the due diligence process on all new fiduciary appointments
  • Demonstrate sound complex decision making skills
  • Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws)
  • Develop subject matter expertise in fiduciary related areas
  • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED
  • Bachelor's degree required
  • Graduate degree (JD,MBA) preferred
  • Professional designee (CTFA or similar)
  • 10 years of demonstrated fiduciary client service/sales
  • Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters


Senior Trust Advisor

LOCATIONToledo, Ohio 43604

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to 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 any other legally protected status.

  • Toledo, United States AAA Full time

    Are you a customer-centric individual with a passion for the automotive industry? If so, AAA Club Alliance has your opportunity to shine! As an Automotive Service Advisor for AAA, you'll be the driving force behind our customers' exceptional experience, seamlessly coordinating their vehicle service needs with our skilled technicians in-shop. With your...


  • Toledo, United States AAA Club Alliance Inc. Full time

    Are you a customer-centric individual with a passion for the automotive industry? If so, AAA Club Alliance has your opportunity to shine! As an Automotive Service Advisor for AAA, you'll be the driving force behind our customers' exceptional experience, seamlessly coordinating their vehicle service needs with our skilled technicians in-shop. With your...


  • Toledo, United States Office Depot Full time

    **Cashier / Sales Advisor** Stores 845 West Alexis, Toledo , OH Feb 28, 2022 53104 **Overview** At Office Depot and Office Max, the Sales Advisor is a part-time role, providing exceptional customer service by performing duties as cashier, provides logistics support, stocking, restocking, down stocking, inventory control, cleaning the store and protecting...


  • Toledo, United States Cenovus Full time

    Worker Type: EmployeeGroup: Operations - Toledo West Asset DepartmentJob Post End Date: 06/25/2024About this opportunity:The Senior Production Lead is the "go-to" expert for field production related knowledge for a process unit complex. They support Operational Rigor within the Operations Team through maintaining functional operations documentation including...


  • Toledo, United States Fives Full time

    Fives DTS is looking for an experienced Senior Mechanical Engineer to join our team in Toledo, OH Responsibilities Applies intensive and diversified knowledge of engineering principles and practices in broad areas of assignments. Represents the company in meetings and conferences to resolve important questions and to plan and coordinate a project. ...


  • Toledo, United States SSOE, Inc Full time

    Job Title: Senior Structural Engineer Job Locations: US-MI-Troy | US-OH-Toledo Job ID: 2024-2837 Category: Engineering Type: Full Time Overview At SSOE, our growth allows us to offer the opportunities normally associated with a large firm, while embracing the collaborative and supportive culture often found in smaller firms. You'll experience our...

  • Tax Senior

    2 weeks ago


    Toledo, United States GBQ Partners Full time

    Tax Senior Toledo - Careers At GBQ Holdings LLC Career Opportunities with GBQ Holdings LLC A great place to work. Careers At GBQ Holdings LLC Current job opportunities are posted here as they become available. Back To Openings Tax Senior - Toledo Department: Tax - TOL Location: Sylvania, OH START YOUR APPLICATION Actively participate and in many cases...


  • Toledo, United States Gertsburg Licata Co., LPA Full time

    Seeking an experienced, vibrant, and self-motivated Senior Project Engineer to ensure the completion of design efforts with minimal direction and is responsible for the preparation and completion of disciplined engineering designs that are responsive to project needs in Toledo, OH! Be at the forefront of innovative engineering and architectural solutions,...


  • Toledo, United States Gertsburg Licata Co., LPA Full time

    Job DescriptionJob DescriptionSeeking an experienced, vibrant, and self-motivated Senior Project Engineer to ensure the completion of design efforts with minimal direction and is responsible for the preparation and completion of disciplined engineering designs that are responsive to project needs in Toledo, OH! Be at the forefront of innovative engineering...


  • Toledo, United States OHM Advisors Full time

    Hiring in Toledo, Ohio What You'll Contribute to OHM Advisors With your knowledge as a Construction Manager/Engineer, you will help grow this discipline and your career. You will contribute to the Northwest/Central Ohio construction projects and construction services tasks. You will lead a growing group of staff to successfully complete important...

  • Personal Care Aide

    2 weeks ago


    Toledo, United States Care Seniors Part time $25,000 - $31,000

    Seeking great companions to join our team of Caregivers!Open Positions across Lucas, Ottawa, Wood, Fulton, and Henry counties.We are in search of experienced and compassionate senior caregivers who understand the importance of meeting the needs of clients while helping them maintain a high quality of life. We are looking for committed individuals who have...

  • Home Care Aide

    6 days ago


    Toledo, United States Care Seniors Full time $25,000 - $31,000

    Flexible scheduling - competitive wages - weekly pay - no vaccine required.Everything you could want in a home health aide position!!Care Seniors of North Ohio is currently looking for Caregivers & Home Health Aides to join our Homecare team in the Toledo area for 1st and 2nd shift hours!Come see what everyone is talking about.On-time weekly pay.Flexible...

  • Home Health Aide

    2 weeks ago


    Toledo, United States Care Seniors Part time $11 - $13

    Home Health Aide Job DescriptionWe have an opening for a home health aide to join our growing team. You will be tasked with helping patients with personal hygiene, minor medical needs, housekeeping, and other daily needs as required by the patient. To excel in this role you should have an interest in health care and the ability to work with limited...


  • Toledo, United States Boys & Girls Clubs of Toledo Full time

    Job DescriptionJob DescriptionTITLE:                                    Manager of OperationsREPORTS TO:                     Senior Director of Operations & ProgrammingFLSA STATUS:                    ExemptPRIMARY FUNCTION:The Manager of Operations provides administrative support to...


  • Toledo, United States MMS Full time

    MMS is an innovative, data-focused CRO that supports the pharmaceutical, biotech, and medical device industries with a proven, scientific approach to complex trial data and regulatory submission challenges. Strong industry experience, technology-enabled services, and a data-driven approach to drug development make MMS a valuable CRO partner, creating...


  • Toledo, United States MMS Full time

    Job DescriptionJob DescriptionMMS is an innovative, data-focused CRO that supports the pharmaceutical, biotech, and medical device industries with a proven, scientific approach to complex trial data and regulatory submission challenges. Strong industry experience, technology-enabled services, and a data-driven approach to drug development make MMS a valuable...

  • Project Manager

    4 days ago


    Toledo, United States Turner Construction Company Full time

    Division: Mid-North Project Location(s): Toledo, OH 43601 USA Minimum Years Experience: Travel Involved: Job Type: Regular Job Classification: Experienced Education: Job Family: Construction Compensation: Salaried Exempt If you picture yourself doing great things that make adifference in the lives of others, Turner is the place to be....

  • Project Manager

    2 days ago


    Toledo, United States Turner Construction Full time

    Division: Mid-North Project Location(s): Toledo, OH 43601 USA Minimum Years Experience: Travel Involved: Job Type: Regular Job Classification: Experienced Education: Job Family: Construction Compensation: Salaried Exempt If you picture yourself doing great things that make adifference in the lives of others, Turner is the place to be. TurnerConstruction is...

  • Billing Supervisor

    2 weeks ago


    Toledo, United States Care Seniors Full time

    Job descriptionOur Medical Billing Supervisor is a key part of our Finance and Executive Team and will be responsible for the hands-on management and performance of a variety of duties such as health care billing, health care claims adjudication & finance support. Excellent benefits and Compensation vary based on experience level. Seeking a highly organized,...

  • Account Director

    3 weeks ago


    Toledo, United States forhyre.com Full time

    Job Description Job Description We are looking for an Account Director to undertake account management responsibilities and supervise subordinate staff. Your duties will involve both managing relationships with clients and guiding account personnel. An effective Account director has a great aptitude for building and maintaining customer relationships. They...