Trust Advisor - Special Needs Trust
$96.5k - $207.5kFifth Third
- # Trust Advisor - Special Needs TrustApplylocations: New York, NY: Newport Beach, CA: Long Beach, CA: Wilmington, DEtime type: Full timeposted on: Posted Todaytime left to apply: End Date: May 29, 2026 (13 days left to apply)job requisition id: R68398**Make banking a Fifth Third better** We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.## **GENERAL FUNCTION:**The Special Needs Trust (SNT) team is responsible for administering Special Needs Trusts, court-created minors trusts, Guardianships, and similar relationships serving individuals with impairments. The SNT Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The SNT Trust Advisor partners closely with the team to support growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client’s financial goals and objectives.Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.## ## **ESSENTIAL DUTIES AND RESPONSIBILITIES:*** Develop subject matter expertise in fiduciary related areas* Serve as a Trusted Advisor by developing close, personal relationships with clients and their families, integrating technical fiduciary components with each client’s unique personal situation and values.* Anticipate clients service offering needs and coordinate with partners along with external advisors.* Actively participate with the team by providing support related to expanding and deepening existing relationships.* Actively participate with the team to support new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning fiduciary strategies.* Understand existing client relationships and create trust optimization strategies to expand and deepen relationships, such as regular estate plan reviews, client meetings, and best practice advice.* Oversee the administration of trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.* Responsible for the review and interpretation of estate planning documents, timely and accurate administration of trust income and principal.* Possess strong technical understanding of complex fiduciary documents and strategies.* Coordinate appropriate resources, as needed-- including the tax liaison team, operational support, in house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained.* Manage the due diligence process on all new fiduciary appointments, including reviewing all critical documents to ensure a complete understanding of client needs and the bank’s ability to meet those needs.* Play a key role in overall client satisfaction and retention.* Identify at-risk clients and proactively work to resolve all client issues to drive retention.* Maintain accurate and up-to-date records of all trust activities.## **MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:*** Bachelor’s degree in Finance, Accounting, Law, or a related field. Advanced degree or professional certification (e.g., CTFA, CFP) preferred.* Minimum 7 years of experience in trust and estate administration, with a proven track record of managing trusts.* Strong knowledge of trust and estate laws and regulations as well as industry standards and practices.* Demonstrated ability to advise and deliver on fiduciary strategies.* Demonstrated proficiency in exercising fiduciary judgement and discretion.* Excellent interpersonal and communication skills to deliver a best-in-class client experience.* Ability to work in a team orientated/matrix environment.* Ability to manage multiple priorities and meet deadlines.* Proficiency in and Microsoft Office Suite.* High ethical standards and a commitment to fiduciary responsibility.* Exhibits a sense of urgency and continuous improvement mindset.Trust Advisor - Special Needs TrustTotal Base Pay Range 96,500.00 - 207,500.00 USD AnnualAt 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: or by consulting with your talent acquisition partner. LOCATION -- New York, New York 10169Attention 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.
- J-18808-Ljbffr Fifth Third
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Trust Advisor - Special Needs Trust in New York, NY vacancy
$96.5k - $207.5k
Fifth Third Bancorp is seeking a Special Needs Trust Advisor in New York, NY. This role entails administering Special Needs Trusts and providing fiduciary expertise while ensuring compliance with legal standards. You will develop client relationships, support growth strategies...Special needs$110k - $150k
...individual investors including Blackstone Real Estate Income Trust, Inc. (BREIT). Blackstone Real Estate also operates one of... ...and workflow efficiency.* Assist with ad hoc analysis and special projects as needed.**Qualifications*** BS or above in Accounting or Finance.*...Special needsWork at officeLocal areaFlexible hours- Insight Enterprises, Inc. is seeking a Sr Field Architect in New York, NY, to serve as a technical advocate and trusted advisor for clients. This role involves developing proposals, managing technical relationships, and addressing business challenges with a wide technology...SuggestedRemote work
$155.49k - $194.36k
...technical stakeholders. The position includes developing deal strategies, providing tailored product demonstrations, and acting as a trusted advisor during the sales process. Expected OTE ranges from $155,488 to $194,360, with compensation affected by location and experience....Suggested$38.25k - $61k
Santander Consumer USA Inc. seeks a Relationship Banker in New York to serve as a trusted advisor to customers. The role involves building relationships, understanding financial needs, and promoting banking products. The ideal candidate will have strong sales and customer...Suggested- ...and provide data analysis regarding the impact of grantmaking focused on Women and Girls of Color. This full-time, remote-capable position offers the chance to contribute to trust-based philanthropy practices and collaborate with various departments. #J-18808-Ljbffr...Full timeRemote work
Ms. Foundation for Women
Brooklyn, NY20 hours ago - Trust Case Manager - Contract Position (Remote) We are seeking a highly skilled RN Trust Case Manager to support beneficiaries of special needs trusts with compassionate, coordinated, and efficient case management services. This is a fully remote contract role with occasional...Special needsContract workFor contractorsWork at officeRemote work
$102.36k - $190k
...About the Role A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability...Work experience placementWork at officeImmediate startColumbia Bank (WA, OR & ID)
New York, NY3 days ago$82.1k - $137.9k
...Dun & Bradstreet is hiring a trusted advisor for their solutions in the United States. The role involves managing client relationships, negotiating complex sales deals, and achieving revenue targets through effective account planning and prospecting. Candidates should...Dun-
New York, NY3 days ago$171k - $248k
...serve as the primary strategic partner to leaders within Google's Trust and Safety (T&S) pillars. You are a key architect of strategy... ...'s EEO Policy and EEO is the Law. If you have a disability or special need that requires accommodation, please let us know by completing...Special needsFull time$98.1k - $210k
...net-worth clients. This role involves overseeing the administration of complex investment trusts, ensuring compliance, and engaging with clients to address their wealth planning needs. The ideal candidate will have at least five years of experience in trust administration...- ...A respected financial institution in the United States is seeking a Trust Portfolio Manager to oversee trust and investment relationships. In this role, you will grow a book of business, manage investment portfolios, and ensure compliance with regulations. The ideal candidate...
Columbia Bank (WA, OR & ID)
New York, NY3 days ago - Ankura’s Trust and Mass Torts team has extensive experience providing strategic advice to all parties involved in complex litigation.... ...Employment Opportunity Posters, if you have a disability and believe you need a reasonable accommodation to search for a job opening, submit...Flexible hours
$54.8k - $75k
...Risk Strategies is seeking an Account Manager to serve as a trusted advisor for Personal Lines clients in the United States. The ideal candidate will build and maintain relationships while managing client accounts and developing new business opportunities. The role requires...Risk Strategies
New York, NY3 days ago$172.1k - $305.6k
A technology company seeks a Trust & Safety Program Manager in New York to lead initiatives in financial fraud prevention. Responsibilities include managing the fraud prevention lifecycle, defining actionable requirements, and collaborating with various teams. Candidates...$122.54k - $208.72k
TEAM LEAD TRUST AND ESTATE ADMINISTRATION Responsible for managing and directing all trust... ...'s objectives. Handle trust accounts of special significance, especially those of a more... ...licenses and certifications. WHAT DO YOU NEED TO SUCCEED? Required Qualifications...Special needsWork at office- ...customers. In this role, you will build relationships, act as a trusted advisor, and guide clients on their technical roadmap across areas... ...accounts receivable status of each account and assist where needed for any delinquencies. Attain the annual sales quota established...Temporary workWork experience placementRemote work
Anatomy IT
New York, NY3 days ago $10k
...American has the tools and resources they need to thrive. About The Role Propel... ...Medicaid) enroll in health care plans. We specialize in Dual‑Eligible Special Needs Plans... ...the next 24 months. As a Medicare Advisor, you will be a trusted expert, helping users compare...Special needsWork at officeRemote workFlexible hoursShift workWeekend workPROPEL
New York, NY20 hours ago$115k - $270k
...Wealth Management, Goldman Sachs Trust Company, Co-Head of Estates... ...to clients, beneficiaries, advisors, and internal stakeholders. You... ...Wealth Management (PWM) specializes in creating comprehensive wealth... ...lending services. As client needs evolve, this close relationship...Special needsFull timeTemporary workPart timeWork at office- ...SmartAsset is the largest investor‑to‑advisor marketplace in the U.S. We help... ...Vision plan options through trusted national carriers—so you can choose what fits your needs. Life & Disability Protection:... .... If you have a disability or special need that requires...Special needsRemote workHome office
SmartAsset
New York, NY3 days ago - ...geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation... ...TD Wealth Job Description: The Private Client Services (PCS) Trust Advisor II administers and retains assigned accounts, including trusts...Work experience placementWork at officeLocal areaWork from homeFlexible hours
TD
New York, NY1 day ago $140k - $175k
Framework Ventures is seeking a Senior Technical Account Manager to manage customers' technical service and infrastructure issues related to Zscaler products. This role involves direct communication with customers, collaboration with sales, and implementation of solutions...Framework Ventures
New York, NY3 days ago- Un établissement bancaire à New York recherche un(e) conseiller(ère) bancaire pour traiter des transactions et conseiller les clients sur divers produits financiers. Le candidat idéal doit avoir un diplôme de niveau secondaire, une expérience en interaction avec les clients...
- Une banque de premier plan aux États-Unis recherche un(e) représentant(e) du service client pour traiter les transactions, fournir des conseils financiers et établir des relations solides avec la clientèle. Les candidats doivent avoir un diplôme de lycée ou GED et au moins...
- ...customers on various banking products, analyze their financial needs, and assist in opening accounts. Participation in community events... ...strong sales and communication skills to foster customer trust and satisfaction in all transactions. #J-18808-Ljbffr Valley National...
$35 - $40 per hour
A leading accounting service firm is seeking a Senior Accountant to remotely manage services for multiple clients. The role involves setting up new services, supervising bookkeeping teams, and fostering strong client relationships. Ideal candidates will have significant...Hourly payRemote workFlexible hoursBooksTime
New York, NY3 days ago$38.25k - $61k
Banco Santander SA is seeking a Relationship Banker in Boyertown, PA, to build strong, long-lasting customer relationships by providing tailored financial solutions. The ideal candidate will have a proven track record in sales, exceptional customer service skills, and proficiency...$115.44k - $186.16k
...geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation... ...Description: The Private Client Services (PCS) Senior Trust Advisor administers and retains assigned accounts, including trusts,...Work experience placementWork at officeLocal areaWork from homeFlexible hours$117k - $167k
...Our work also aims to build advocacy and trust in the brand. To achieve that, we’re a multidisciplinary... ...market analyses, and provide readouts as needed. Google is proud to be an equal‑... ...is the Law. If you have a disability or special need that requires accommodation, please...Special needsFull timeFor contractorsWork at officeRemote workAfternoon shift- A leading mortgage company is seeking a remote Mortgage Loan Officer to guide customers through the mortgage sales cycle. This role focuses on delivering exceptional customer service without cold calling, utilizing inbound marketing leads. The ideal candidate will be licensed...Remote work
Jeffrey Agency
New York, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust Advisor - Special Needs Trust. Be the first to apply!
Related searches
- innovation advisor New York, NY
- college advisor New York, NY
- trust advisor New York, NY
- service advisor assistant service manager New York, NY
- work from home advisor New York, NY
- at home advisor New York, NY
- scientific advisor New York, NY
- comfort advisor New York, NY
- work from home apple advisor New York, NY
- international police advisor New York, NY