Senior Trust Advisor
2 days ago
We are seeking a highly skilled Senior Trust Advisor to join our team at Fifth Third Bank. As a Senior Trust Advisor, you will be responsible for providing expert 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 IM&T business and manage the due diligence process on all new fiduciary appointments.
- 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 demonstrate sound complex decision-making skills.
- 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 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.
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