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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 AdvisorsPrimary interface with trust accounting system, Workflow, and trust operationsResponsible 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 serviceAccount 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 transfersSales:
     - 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 requiredSignificant experience and expertise within Trust 3-5 years fiduciary client service/sales experienceCTFA or working toward (preferred)Professional communication skillsKnowledge of trust administration, estate planning strategies, and income and estate tax matters

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.