Trust Advisor III

Huntington Bancshares
Columbus
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Relationship building","Customer service","Multi-tasking","Cross-selling","Operational administration"]

Administer moderate to high-complexity trust and estate accounts on behalf of Huntington Private Bank’s fiduciary relationships. Serve as the primary point of contact for co-fiduciaries, beneficiaries, and advisors, partnering with internal teams to deliver services. Coordinate account administration with relevant parties, maintain strong relationships with centers of influence, and develop new relationships while retaining and cross-selling to grow assets.

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Huntington Bancshares
Huntington Bancshares
11 hours ago

Trust Advisor III

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Last checked: 11 hours agoStatus: Live

Job Summary

Administer moderate to high-complexity trust and estate accounts on behalf of Huntington Private Bank’s fiduciary relationships. Serve as the primary point of contact for co-fiduciaries, beneficiaries, and advisors, partnering with internal teams to deliver services. Coordinate account administration with relevant parties, maintain strong relationships with centers of influence, and develop new relationships while retaining and cross-selling to grow assets.
Location: Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Administer assigned Wealth & Investment trust and estate accounts of moderate to high complexity.
  • •Provide operating instructions and procedures to trust support staff for appropriate handling of account relationships.
  • •Coordinate trust-related administrative functions with internal and external parties.
  • •Develop new relationships, retain existing customers, and cross-sell to grow assets.
  • •Maintain strong relationships with centers of influence (e.g., attorneys, accountants, insurance agents, financial planners).

Key Requirements

  • •Bachelor’s degree.
  • •5+ years of trust administration experience for moderate to complex accounts.
  • •Excellent written and verbal communication skills, including professional grammar and demeanor, and comfort participating in client meetings.
  • •Proficiency with a PC and internet tools.
  • •Ability to multi-task and provide accurate account administration support.
Experience:Trust administrationWealth managementPrivate bankingEstate planning
Education:Bachelor's
Skills:CommunicationRelationship buildingCustomer serviceMulti-taskingCross-sellingOperational administration
Certifications:Certified Trust and Fiduciary Advisor (CFTA)
Tech Stack:PCInternet

Company Brief

Huntington Bancshares
Regional bank holding company providing commercial and consumer banking, payments, wealth management, and lending services across the Midwestern and select other U.S. markets. It serves individuals, small businesses, and corporate clients through branches and digital channels.
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: Columbus, United States
Founded: 1866
WebsiteLinkedIn