Wealth and Investment Service Specialist III

Description Summary The Wealth and Investment Service Specialist III provides administrative, operational, and client service support to Huntington Private Bank's Trust Real Estate team. This role assists in the acceptance, onboarding, management, and disposition of real estate assets held in fiduciary accounts, while ensuring compliance with Huntington policies, procedures, and applicable regulatory requirements. The Wealth and Investment Service Specialist III works closely with Real Estate Asset Managers, Trust Advisors, Wealth Advisors, clients, beneficiaries, and third-party service providers to support the day-to-day administration of fiduciary managed real estate. Responsibilities include asset documentation management, invoice and income processing, coordination with vendors, insurance administration, and facilitating communications related to real estate asset operations and oversight. Duties and Responsibilities Assist with the acceptance, onboarding, administration, and disposition of fiduciary managed real estate assets in accordance with Huntington policies, procedures, and fiduciary standards. Maintain accurate asset records and ensure proper collection, organization, retention, and filing of real estate documentation. Process incoming correspondence, rental income, expenses, invoices, and other real estate related transactions for officer review and approval. Serve as a liaison between Huntington and third-party service providers, including property management companies, appraisers, environmental consultants, insurance representatives, contractors, and other vendors. Coordinate insurance claim administration, including claim reporting, documentation collection, and follow-up with carriers and service providers. Monitor shared mailboxes, telephone inquiries, and client requests, ensuring timely communication and issue resolution. Assist with coordinating property inspections, valuations, environmental assessments, and other due diligence activities as requested. Support the tracking and maintenance of critical dates, including lease expirations, insurance renewals, tax payments, and compliance requirements. Communicate with internal partners, clients, beneficiaries, and vendors regarding asset status, project updates, documentation requests, and routine real estate matters. Assist with special projects, audits, reporting requirements, and process improvement initiatives as assigned. Basic Qualifications Associates Degree 5+ years of related experience Preferred Qualifications Experience in real estate, property management, title, escrow, mortgage, commercial real estate, or a related industry. Experience working in a corporate fiduciary, trust administration, wealth management, banking, or financial services environment. Knowledge of fiduciary account administration and trust-owned asset management. Exempt Status: (Yes = not eligible for overtime pay) ( No = eligible for overtime pay) Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in‑office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F‑1 students, H‑1B professionals, O‑1 workers, TN workers, E‑3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full‑time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration. #J-18808-Ljbffr Huntington Bancshares, Inc.