Senior Trust Advisor
2 days ago
Fifth Third Bank, National Association is seeking a highly skilled Senior Trust Advisor to join our team. As a Senior Trust Advisor, you will be responsible for providing exceptional fiduciary services to our clients, including trust administration, estate planning, and wealth management.
Key Responsibilities:- Administer fiduciary accounts in accordance with governing documents and ensure adherence to all fiduciary rules and regulations.
- Cultivate relationships with local centers of influence, including attorneys and accountants, to identify opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor, or Personal Representative.
- Generate new fiduciary and Private Bank business through proactive relationship-building and strategic planning.
- Manage the due diligence process on all new fiduciary appointments and demonstrate sound complex decision-making skills.
- Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters, including estate planning and probate, estate, gift, and income tax planning, guardianships, special needs trusts, and state-specific laws.
- Develop subject matter expertise in fiduciary-related areas and stay up-to-date on industry developments.
- Bachelor's degree required; graduate degree (JD, MBA) preferred.
- Professional designee (CTFA or similar) and 10 years of demonstrated fiduciary client service/sales experience.
- Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters.
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.
-
Trust Wealth Advisor Team Lead
1 month ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Associate Team Lead to join our team at Stock Yards Bank & Trust. As a key member of our Wealth Management & Trust Department, you will be responsible for leading, training, and developing a team of Client Service Associates to provide exceptional service to our clients.Key...
-
Trust CSA Team Lead
2 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob Title: Trust CSA Team LeadAs a key member of our Trust team, you will play a vital role in supporting our Wealth Advisors in building and maintaining strong relationships with our clients. Your expertise in trust administration and investment concepts will enable you to provide exceptional service and guidance to our clients, while also contributing to...
-
Trust Wealth Associate Team Lead
3 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Associate Team Lead to join our Trust team at Stock Yards Bank & Trust. As a key member of our team, you will be responsible for leading, training, and developing our Client Service Associates to deliver exceptional client service and support.Key ResponsibilitiesRespond to trust administration...
-
Trust Client Services Associate
3 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob SummaryAs a Trust Client Services Associate at Stock Yards Bank & Trust, you will play a vital role in providing exceptional support to our Wealth Advisors, Investment Advisors, and clients. Your primary responsibilities will include communicating with internal and external clients, drafting client communications, and maintaining accounts from setup to...
-
Trust Client Services Associate
7 days ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob Title: Trust Client Services AssociateAs a Trust Client Services Associate at Stock Yards Bank & Trust, you will play a vital role in providing exceptional support to our Trust Wealth Advisors, Investment Advisors, and clients. Your day will be filled with opportunities to assist with account relationship activities and business operations, utilizing...
-
Trust Client Services Associate
3 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full time{"Job Title": "Trust Client Services Associate", "Job Summary": "We are seeking a highly skilled and detail-oriented Trust Client Services Associate to join our team at Stock Yards Bank & Trust. As a Trust Client Services Associate, you will play a critical role in providing exceptional client service and support to our Trust Wealth Advisors, Investment...
-
Trust Client Services Associate
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob Title: Trust Client Services AssociateAt Stock Yards Bank and Trust, we are seeking a highly skilled and detail-oriented Trust Client Services Associate to join our team. As a Trust Client Services Associate, you will play a critical role in providing exceptional service to our clients and advisors, ensuring seamless account management and resolution of...
-
Trust Counsel
1 week ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob SummaryAs a Trust Counsel at Stock Yards Bank and Trust, you will collaborate with Wealth Advisors, Trust, Tax, and Investment Teams to provide comprehensive trust, estate, and investment management services to clients. This includes estates, personal trusts, LLCs, foundations, and other fiduciary capacities.Key Responsibilities:Provide ongoing...
-
Client Services Associate in Trust Operations
1 month ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Client Services Associate in Trust Operations, you will engage in a variety of tasks aimed at supporting Trust Wealth Advisors, Investment Advisors, and clients with their account management and operational needs. Your expertise in trust services, combined with excellent communication abilities, will be essential in fostering strong...
-
Senior Tax Advisor
1 month ago
Louisville, Kentucky, United States DMLO CPAs Full timeDMLO CPAs is in search of a Senior Tax Advisor with a focus on gift, fiduciary, trust, and estate tax returns. We are interested in candidates who can commit to a minimum of 20 hours per week. Key Responsibilities of the Senior Tax Advisor:Preparation of intricate gift, fiduciary, trust, and estate tax returns.Conducting thorough evaluations of various tax...
-
Trust Client Services Associate
2 days ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeAbout the RoleWe are seeking a highly skilled and motivated Trust Client Services Associate to join our team at Stock Yards Bank & Trust. As a key member of our Wealth Management & Trust Department, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesClient Communication:...
-
Trust Client Services Associate
4 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeAbout the RoleWe are seeking a highly skilled and motivated Trust Client Services Associate to join our team at Stock Yards Bank & Trust. As a key member of our Wealth Management & Trust Department, you will play a critical role in providing exceptional client service and support to our clients and advisors.Key ResponsibilitiesClient Communication:...
-
Investment Trust Consultant
1 month ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewStock Yards Bank and Trust is in search of a dedicated Trust Investment Advisor. In this pivotal role, you will oversee the investment strategies and objectives of designated investment management and trust accounts. This position necessitates a solid background in investments coupled with exceptional business development capabilities. Stock...
-
Wealth Associate Team Lead
2 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob Title: Wealth Associate Team LeadAs a key member of our Wealth Management team, you will play a vital role in building and maintaining strong relationships with our clients. Your expertise and guidance will be essential in helping our Trust Wealth Advisors achieve their goals.Responsibilities:Partner with Trust Wealth Advisors to provide assistance and...
-
Wealth Associate Team Lead
4 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Associate Team Lead to join our team at Stock Yards Bank & Trust. As a key member of our Wealth Management & Trust Department, you will be responsible for leading, training, and developing a team of Client Service Associates to provide exceptional service to our clients.Key...
-
Wealth Management Specialist
4 weeks ago
Louisville, Kentucky, United States Stock Yards Bank & Trust Full timeJob SummaryAs a Wealth Advisor at Stock Yards Bank & Trust, you will serve as the primary point of contact and trusted advisor for high net worth clients, building and maintaining strong relationships to provide tailored wealth management solutions.Key ResponsibilitiesClient Relationship Management: Develop a deep understanding of clients' financial and...
-
Strategic HR Advisor
4 weeks ago
Louisville, Kentucky, United States Thrive Full timeJob Title: Strategic HR AdvisorJob Summary:The Strategic HR Advisor is a key member of the Thrive team, responsible for providing expert HR guidance and support to our clients. This role requires a deep understanding of HR best practices, labor laws, and regulations, as well as excellent communication and problem-solving skills.Key Responsibilities:HR...
-
Wealth Management Specialist
2 weeks ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob SummaryStock Yards Bank and Trust is seeking a highly skilled and experienced Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for serving as the primary point of contact and trusted advisor for high net worth clients, building and maintaining strong relationships, and implementing wealth management strategies to meet the...
-
Automotive Service Advisor
1 week ago
Louisville, Kentucky, United States GreatWater 360 Auto Care Full timeJob OpportunityWe are seeking a skilled Automotive Service Advisor to join our team at Springdale Automotive - Shelbyville. As a key member of our team, you will play a vital role in delivering exceptional customer service and building strong relationships with our clients.About the RoleThe successful candidate will have a strong background in automotive...
-
Financial Wealth Consultant
1 month ago
Louisville, Kentucky, United States Stock Yards Bank and Trust Full timeJob OverviewAs a Financial Wealth Consultant at Stock Yards Bank and Trust, you will play a pivotal role in managing relationships with affluent clients. Your primary responsibilities will include serving as the main point of contact and trusted advisor, fostering and enhancing client relationships, and devising comprehensive wealth management strategies in...