Fifth Third Bank Cincinnati , OH 45201
Posted 3 weeks ago
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Job Description
GENERAL FUNCTION
Serve as administrative support for Senior Trust Advisors in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growth, and compliance with all policies and procedures governing fiduciary relationships
Support the client base of up to 2 Senior Trust Advisors
Primary interface with trust accounting system, Workflow, and trust operations
Responsible for understanding and implementing all internal policy and procedures
ESSENTIAL DUTIES AND RESPONSIBILITIES
Client Service:
Frequent direct communication with client
Support Senior Trust Advisor with all decision-making aspects of trust administration
Partner with Trust Advisor to retain client base
Partner with Trust Advisor to optimize effective and efficient process and client service
Account Administration
Review daily trust activity
Ensure compliance with all processes and procedures- work with Senior Trust Advisor to ensure all documentation is retained
Work with Senior Trust Advisor and Trust Tax to ensure proper tax reporting
Coordinate with Middle Office on: Account opening, Cash transactions and Asset transfers
Sales:
Partner with Senior Trust Advisor on marketing proposals and materials
Assist with Life 360
Utilize CRM
MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:
Bachelor's degree or equivalent experience required
Significant experience and expertise within Trust
3-5 years fiduciary client service/sales experience
CTFA or working toward (preferred)
Professional communication skills
Knowledge of trust administration, estate planning strategies, and income and estate tax matters
Foundation Office Trust Administrator
LOCATION -- Cincinnati, Ohio 45202
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Fifth Third Bank