Trust Advisor - Special Needs Trust

Fifth Third Bancorp
New York, Michigan, Florida, Raleigh, Austin, Wilmington
Workplace: OnsiteFull timeUSD 96,500 - 207,500 annuallyFunction: Finance & AccountingExperience: 7+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Communication","Teamwork","Risk awareness","Time management"]

Serve as a fiduciary expert for Special Needs Trust (SNT) accounts, court-created minors trusts, guardianships, and related relationships. Develop fiduciary subject-matter expertise, administer trust accounts in compliance with trust documents, legal requirements, and company policies, and review/interpret estate planning documents. Build close client relationships, support retention and new fiduciary appointments through fiduciary strategy advice, oversee due diligence, coordinate internal and external resources, and maintain accurate trust records.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Fifth Third Bancorp
Fifth Third Bancorp
19 hours ago

Trust Advisor - Special Needs Trust

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Serve as a fiduciary expert for Special Needs Trust (SNT) accounts, court-created minors trusts, guardianships, and related relationships. Develop fiduciary subject-matter expertise, administer trust accounts in compliance with trust documents, legal requirements, and company policies, and review/interpret estate planning documents. Build close client relationships, support retention and new fiduciary appointments through fiduciary strategy advice, oversee due diligence, coordinate internal and external resources, and maintain accurate trust records.
Location: New York, Michigan, Florida, Raleigh, Austin, Wilmington
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Develop subject matter expertise in fiduciary-related areas.
  • •Serve as a trusted advisor by building close client relationships and delivering fiduciary advice aligned to client goals.
  • •Oversee administration of trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
  • •Review and interpret estate planning documents and administer trust income and principal accurately and timely.
  • •Manage due diligence for new fiduciary appointments, coordinate internal/external resources as needed, and support client satisfaction and retention.
Travel: Low travel

Pay and Benefits

Salary: USD 96,500 - 207,500 annually

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, Law, or a related field.
  • •7+ years of experience in trust and estate administration, including managing trusts.
  • •Strong knowledge of trust and estate laws/regulations and industry standards.
  • •Ability to advise and deliver fiduciary strategies with sound fiduciary judgment and discretion.
  • •Excellent interpersonal and communication skills; ability to manage multiple priorities and meet deadlines.
Experience:7+ yearsTrust and estate administration
Education:Bachelor's
Skills:Interpersonal skillsCommunicationTeamworkRisk awarenessTime management
Certifications:CTFACFP
Tech Stack:Microsoft Office Suite

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
Glassdoor
Glassdoor: 3.7
WebsiteLinkedInGlassdoor