Trust Administrator

Trust Administrator The Trust Administrator serves as an administrative support professional for Advisor Solutions, ensuring client satisfaction, retention, and growth in accordance with fiduciary policies and procedures. They serve as the primary interface with trust accounting systems and operations, and implement internal policies and procedures effectively. General Function The Trust Administrator is responsible for risk management by exchanging ideas, elevating concerns, and following policies and procedures. They do the right thing for customers and colleagues, driving a positive customer experience while operating within the bank's risk appetite. Essential Duties and Responsibilities Client Service Frequent direct communication with clients. Support advisors in executing trust administration tasks. Support administration of multigenerational trusts with discretionary income and principal payments distributed among multiple family members. Support the Trust Advisor in executing the terms of trust documents. Partner with advisors to retain client base by collaborating with internal and external service providers to optimize effectiveness and efficiency for 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, consistent with internal fiduciary policies, 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. Review daily trust activity. Supervisory Responsibilities None Minimum Knowledge, Skills and Abilities 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-oriented 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. Compensation and Benefits Base Salary Range: $71,100.00 – $145,900.00 USD annual. In addition to base salary, the role is eligible to participate in an incentive compensation plan based upon company, line of business, and/or individual performance. Benefits include comprehensive programs supporting physical, financial, emotional, and social well-being. You can learn more about those programs on our 53.com Careers page at or by consulting with your talent acquisition partner. Location Wilmington, Delaware 19805 Equal Employment Opportunity 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. #J-18808-Ljbffr Fifth Third Bank, N.A.