Partner with advisors to retain client base by partnering with internal and external service providers to optimize effectiveness and efficiency in achieving the highest client service standards.
Partner with advisors to set client expectations.
Partner with advisors on client meeting materials.
Assist with client relationship management tools.
Account Administration
Support advisors to ensure compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding business and asset acceptances, discretionary actions, and all other bank policies, procedures, and guidelines.
Work closely with advisors and Trust Tax Team to ensure proper tax reporting is complete.
Review daily trust activity.
SUPERVISORY RESPONSIBILITIES: None
MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED
Bachelor’s degree strongly preferred.
Minimum 3-5 years fiduciary client service/sales experience preferred.
CTFA or other professional designation, obtained or working toward, preferred.
Significant experience and expertise within Trust.
Knowledge of trust administration, estate planning strategies, and income and estate tax matters.
Effective time management skills and ability to multi-task.
Excellent interpersonal and communication skills.
Exhibits a sense of urgency and continuous improvement mindset.
Ability to work in a team orientated/matrix environment.
Strong computer/technical skills required: Ability to use all Microsoft Office software, including: Word, Excel, PowerPoint, Outlook, and CoPilot.
WORKING CONDITIONS
Normal office environment.
Extending viewing of computer screens.
Trust Administrator
Total Base Pay Range 71,100.00 - 145,900.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Raleigh, North Carolina 27612
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
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.
