Fiduciary Services Manager

3 weeks ago


Toledo, Ohio, United States Fifth Third Full time

About the Role:

Fifth Third Bank is seeking a highly skilled and experienced Trust Advisor to join our team. As a Trust Advisor, you will be responsible for providing exceptional client service and fiduciary expertise to high net worth individuals and families.

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 the development of complex estate planning matters and advice-based solutions.
  • 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 be responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.

Requirements:

  • 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.


  • Toledo, Ohio, United States Fifth Third Full time

    Enhance Financial Trust with Fifth Third Bank At Fifth Third Bank, we are dedicated to connecting exceptional talent with outstanding opportunities. Are you prepared to elevate your career in the banking sector? GENERAL FUNCTION:Act as a Wealth Management Advisor for clients possessing over $5 million in investable assets.Collaborate with the Private Banking...

  • Trust Advisor

    2 weeks ago


    Toledo, Ohio, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly skilled Trust Advisor to join our team. As a key member of our Private Bank, you will be responsible for providing exceptional fiduciary services to our clients with complex wealth planning needs.Key ResponsibilitiesClient Relationships: Develop and maintain close, personal relationships with high net worth...


  • Toledo, Ohio, United States Fifth Third Full time

    Fifth Third Bank is seeking a seasoned Trust Advisor to join our team. As a key member of our Private Bank, you will be responsible for serving as a trusted advisor to clients with complex wealth planning needs. Your expertise in fiduciary administration, estate planning, and income tax matters will be invaluable in helping our clients achieve their...

  • **Operations Manager

    2 weeks ago


    Toledo, Ohio, United States COLT SERVICES LLC Full time

    Job Description**Job Overview:**The Operations Manager at COLT SERVICES LLC reports to the Division Manager and is responsible for assisting the division/area with growth initiatives. Each division operates a business unit, and the Operations Manager supports the Division Manager in managing the profit and loss on a monthly basis with the assistance of...

  • **Operations Manager

    2 weeks ago


    Toledo, Ohio, United States COLT SERVICES LLC Full time

    Job DescriptionJob Overview:The Operations Manager at Colt Services LLC reports to the Division Manager and is responsible for assisting the division/area with growth initiatives. Each division operates a business unit, and the Operations Manager supports the Division Manager in managing the profit and loss on a monthly basis with the assistance of financial...


  • Toledo, Ohio, United States Freeway Insurance Services America LLC Full time

    Job Description**Job Title:** Insurance Sales Manager**Job Summary:** We are seeking a highly motivated and experienced Insurance Sales Manager to join our team at Freeway Insurance Services America LLC. As a key member of our sales team, you will be responsible for leading our sales team's daily performance and targets, expanding business by building...


  • Toledo, Ohio, United States Freeway Insurance Services America LLC Full time

    Job Description**Job Title:** Insurance Sales Manager**Job Summary:** We are seeking a highly motivated and experienced Insurance Sales Manager to join our team at Freeway Insurance Services America LLC. As a key member of our sales team, you will be responsible for leading our sales team's daily performance and targets, expanding business by building...


  • Toledo, Ohio, United States Healthcare Services Group, Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a District Manager for our Dining Services division. As a key member of our management team, you will be responsible for overseeing the operations of multiple accounts in an assigned territory, ensuring that our high standards of quality, safety, and customer...

  • Physical Therapist

    1 week ago


    Toledo, Ohio, United States TotalMed Full time

    We are seeking a skilled Physical Therapist for a travel assignment in Ohio. At TotalMed, our goal is to provide a seamless experience for our healthcare professionals. Here's what we offer: * Competitive compensation packages * First-day medical benefits * A best-in-industry 401(K) retirement plan * Fiduciary services through Creative Planning You'll have...


  • Toledo, Ohio, United States TotalMed Staffing Full time

    We are seeking a skilled Respiratory Therapist to join our team for a travel assignment in Toledo, Ohio. At TotalMed Staffing, we strive to provide our healthcare professionals with the highest compensation, comprehensive benefits, and a supportive work environment. Our goal is to help you achieve financial security and freedom. As a Respiratory Therapist...

  • Service Manager

    1 week ago


    Toledo, Ohio, United States Chipotle Mexican Grill Full time

    Job SummaryThe Service Leader is a key member of the restaurant team, responsible for ensuring a positive customer experience by maintaining a clean, organized, and safe environment. This role requires strong leadership and communication skills, as well as the ability to multitask and prioritize tasks effectively.Key ResponsibilitiesEnsure that all food is...

  • Food Service Worker

    2 days ago


    Toledo, Ohio, United States Healthcare Services Group Full time

    About the RoleWe are seeking a highly motivated and detail-oriented individual to join our team as a Kitchen Helper/Dietary Aide. In this role, you will assist the Cook in the preparation and service of meals, ensuring that quality food service is provided to our residents and clients.Key ResponsibilitiesAssist the Cook in meal preparation and servicePrepare...


  • Toledo, Ohio, United States TotalMed Staffing Full time

    We are seeking a skilled Traveling Physical Therapist to join our team at TotalMed Staffing. As a leading provider of healthcare staffing solutions, we offer a competitive compensation package, including first-day medical benefits, a top-tier 401(K) retirement plan, and fiduciary services through Creative Planning. Our team is dedicated to making your job...


  • Toledo, Ohio, United States Burlington Full time

    Customer Service Lead at Burlington **Job Summary** As a Customer Service Lead at Burlington, you will play a key role in ensuring exceptional customer experiences. Your responsibilities will include: * Directing cashier coverage and customer flow at the front of lines to optimize service efficiency * Collaborating with the management team to effectively...


  • Toledo, Ohio, United States HHS Culinary and Nutrition Solutions, LLC Full time

    Nutrition Services Manager at HHS Culinary and Nutrition Solutions, LLC.We are seeking a dedicated Nutrition Services Manager to oversee our nutrition programs. This position offers a competitive compensation package and a collaborative environment where you can positively impact patient health.Primary ResponsibilitiesDirect a team of licensed dietitians to...


  • Toledo, Ohio, United States Athens Services Full time

    Job SummaryWe are seeking a highly skilled Procurement Supply Chain Manager to join our team at Athens Services. As a key member of our procurement team, you will be responsible for managing all spend within our cost centers, ensuring optimal allocation of resources across maintenance, operations, administrative, and capital expenditure categories.Key...


  • Toledo, Ohio, United States Athens Services Full time

    Job SummaryThe Roll-Off Driver is a critical member of the Athens Services team, responsible for safely operating a heavy-duty truck to perform assigned duties on container delivery, recycling, residential, commercial, or industrial routes.Key Responsibilities:Operate a heavy-duty truck to deliver containers to various locations, ensuring timely and...


  • Toledo, Ohio, United States HHS Culinary and Nutrition Solutions, LLC Full time

    Nutrition Services Manager atHHS Culinary and Nutrition Solutions, LLC.Starting salary $80,000(Negotiable based on experience)with a $5,000 sign-on bonus.Additional benefits include coverage for CDR and state licensure fees.We promote ongoing education and advanced certifications.Join a company that fosters professional growth.Lead a team of registered...


  • Toledo, Ohio, United States HHS Culinary and Nutrition Solutions, LLC Full time

    Nutrition Services Manager at HHS Culinary and Nutrition Solutions, LLC.We are seeking a dedicated Nutrition Services Manager to lead our nutrition team in delivering exceptional dietary care. This position is essential in enhancing patient health outcomes through effective nutrition management.Key ResponsibilitiesSupervise a team of registered dietitians to...


  • Toledo, Ohio, United States Barnes & Noble Education, Inc. Full time

    Job Summary:Barnes & Noble Education, Inc. is seeking a highly motivated and customer-focused Retail Operations Supervisor to join our team. As a key member of our store operations team, you will be responsible for providing exceptional customer service, leading a team of sales associates, and ensuring the smooth operation of our retail store.Key...