Associate Trust Administrator – Special Needs Trusts

Fifth Third Bank

. Provide administrative and operational support for fiduciary account management .

Posted 10/19/2026full-timeUnited StatesJuniorMid-Level💰 $54,400 - $111,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in fiduciary account management, including client servicing, documentation management, and operational support. Proficient in trust administration and estate planning concepts, with strong communication and analytical skills.

Highest-signal resume keywords

Fiduciary AdministrationClient Service ExperienceTrust Administration KnowledgeAttention To DetailCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementTransaction ProcessingData ManagementReport PreparationOperational Processes

Soft Skills

Problem-Solving SkillsCollaborationProfessional Presence

Industry Keywords

Estate PlanningIncome Tax ConceptsGift Tax ConceptsEstate Tax Concepts

About the role

Key responsibilities & impact

Provide administrative and operational support for fiduciary account management
Support internal and external clients, including beneficiaries and advisors, with routine inquiries and account-related requests
Maintain client account information, records, statements, and client data
Support cash movements, check processing, account updates, and other transactions
Monitor account activity for overdrafts and exceptions, escalating issues and supporting resolution
Assist with account openings, closings, transfers, documentation, asset movement, and system setup
Prepare reports and gather account data for reviews, audits, and client servicing
Coordinate documentation with internal teams, external partners, and tax preparers
Work with Trust Administrators and Trust Officers on account management and client servicing
Follow established procedures and perform other duties as assigned

Requirements

What you’ll need

High School Diploma or equivalent required
Bachelor's degree preferred
Minimum of 2 years of demonstrated fiduciary administration or client service experience preferred
Basic knowledge of trust administration, estate planning strategies, and income, gift, and estate tax concepts
Foundational proficiency in client service, administrative support, fiduciary awareness, attention to detail, and communication
Ability to manage account documentation, transactions, and operational processes accurately
Effective written and verbal communication skills
Basic analytical and problem-solving skills
Ability to collaborate with professionals across multiple disciplines
Professional presence with clients, partners, and internal stakeholders

Benefits

Comp & perks

Incentive compensation plan eligibility
Comprehensive benefits supporting physical, financial, emotional, and social well-being
Benefits for employees and their families