3 days ago

Senior Trust Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Provide fiduciary expertise and thought leadership by managing personal trusts and delivering high-quality fiduciary solutions to clients. Build close relationships with clients and families, partner with the Private Bank team to expand trust business, and serve as a subject matter expert on fiduciary strategies. Ensure compliance with trust documents, legal and regulatory requirements, oversee complex trust administration, and proactively address client issues to drive satisfaction and retention.

Location: Raleigh, Charlotte

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Develop close client relationships and integrate technical fiduciary components with each client’s personal situation and values.
•Support Private Bank growth by anticipating clients’ needs, coordinating with partners and external advisors, and participating in client presentations as a subject matter expert.
•Oversee administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
•Review and interpret estate planning documents to support timely and accurate administration of trust income and principal.
•Manage due diligence for new fiduciary appointments, maintain accurate trust activity records, and help resolve at-risk client issues to drive retention.

Key Requirements

•Bachelor’s degree in Finance, Accounting, Law, or a related field; advanced degree or professional certification (e.g., CTFA, CFP) preferred.
•8-10 years of experience in trust and estate administration, managing complex trust relationships.
•Strong knowledge of trust and estate laws and regulations, along with industry standards and practices.
•Demonstrated ability to advise and deliver complex fiduciary strategies.
•Demonstrated proficiency exercising fiduciary judgment and discretion, with excellent interpersonal and communication skills.

Experience:8-10 yearsTrust and estate administration

Education:Bachelor's in Finance, Accounting, Law (or related field)

Skills:Interpersonal communicationRisk managementClient relationship managementFiduciary judgmentEthical standardsTeamwork

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: 3.7

Website LinkedIn Glassdoor

Loading job details...

Preparing the role view and application actions.

Fifth Third Bancorp

3 days ago

Senior Trust Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Raleigh, Charlotte

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Develop close client relationships and integrate technical fiduciary components with each client’s personal situation and values.
•Support Private Bank growth by anticipating clients’ needs, coordinating with partners and external advisors, and participating in client presentations as a subject matter expert.
•Oversee administration of complex trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
•Review and interpret estate planning documents to support timely and accurate administration of trust income and principal.
•Manage due diligence for new fiduciary appointments, maintain accurate trust activity records, and help resolve at-risk client issues to drive retention.

Key Requirements

•Bachelor’s degree in Finance, Accounting, Law, or a related field; advanced degree or professional certification (e.g., CTFA, CFP) preferred.
•8-10 years of experience in trust and estate administration, managing complex trust relationships.
•Strong knowledge of trust and estate laws and regulations, along with industry standards and practices.
•Demonstrated ability to advise and deliver complex fiduciary strategies.
•Demonstrated proficiency exercising fiduciary judgment and discretion, with excellent interpersonal and communication skills.

Experience:8-10 yearsTrust and estate administration

Education:Bachelor's in Finance, Accounting, Law (or related field)

Skills:Interpersonal communicationRisk managementClient relationship managementFiduciary judgmentEthical standardsTeamwork

Certifications:CTFACFP

Tech Stack:Microsoft Office Suite

Company Brief

Fifth Third Bancorp

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: 3.7

Website LinkedIn Glassdoor