Fiduciary Officer

4 weeks ago

West Chester, Ohio, United States First Financial Bancorp Full time

We are seeking a highly skilled Fiduciary Officer to join our team at First Financial Bancorp. In this role, you will be responsible for the efficient administration of Trust Accounts for our wealth management clients.

Key Responsibilities:
  • Manage Risk: Monitor and control risk in all aspects of trust and account administration.
  • Customer Focus: Resolve problems efficiently and effectively brought by grantors, beneficiaries, and others.
  • Service to Clients: Administer trust accounts, ensuring client objectives are met and are consistent with governing documents, policies, and procedures.
  • Account Management: Collaborate with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments, and liabilities.
  • Accurate Information: Ensure complete and accurate information in paper files and on trust accounting systems.

Requirements:

  • Bachelor's Degree
  • Minimum 5 years' experience in fiduciary, personal trust, or trust administration
  • Broad-based technical knowledge of investments, tax, legal, and bank operations
  • Current knowledge of fiduciary standards, principles, and applicable laws and regulations
  • Knowledge of account management practices, tasks, and tools with the ability to provide services and support to key clients
  • Effective communication and excellent organization skills
  • Accuracy and attention to detail
  • Understanding and control of risk in all aspects of account administration
  • Proficient in Word, Excel, and Outlook

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