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Trust Administrator
Fifth Third Bank. Support the administration of trust accounts in accordance with governing documents, applicable laws, organizational policies, and fiduciary standards .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust administration and fiduciary responsibilities, ensuring compliance with regulatory requirements while delivering exceptional client service. Proficient in reviewing documentation and account activity, with a strong focus on operational efficiency and collaboration with internal teams.
Highest-signal resume keywords
Trust AdministrationFiduciary ResponsibilitiesClient Service DeliveryRegulatory ComplianceDocumentation Review
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trust Administration PrinciplesAccount Activity MonitoringAsset TransfersTax ReportingOperational Efficiency
Soft Skills
Clear CommunicationRelationship BuildingTeam CollaborationProblem ResolutionAdaptability
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Financial ServicesFiduciary StandardsInternal PoliciesClient InquiriesAccount Management
About the role
Key responsibilities & impact- Support the administration of trust accounts in accordance with governing documents, applicable laws, organizational policies, and fiduciary standards
- Review documents and account activity for accuracy and completeness, monitor transactions, and submit actions for approval as appropriate
- Respond to client, beneficiary, and advisor inquiries and resolve routine requests
- Ensure adherence to fiduciary, regulatory, and internal policy requirements, escalating issues as appropriate
- Partner with senior team members to address distribution requests, fee inquiries, and account-related matters
- Assist with account openings and closings, documentation, asset transfers, account setup, and tax reporting information
- Collaborate with internal teams and senior administrators to support account management and client service delivery
- Participate in initiatives to improve operational efficiency and enhance client service delivery
- Perform other duties as assigned and adapt to new tasks or shifting priorities
Requirements
What you’ll need- Bachelor’s degree required
- 3–5 years of experience in trust administration, financial services, or a related client service role
- Basic understanding of trust administration principles and fiduciary responsibilities
- Ability to review documentation and monitor account activity with accuracy
- Ability to support client and partner needs in a professional and timely manner
- Understanding of policies, procedures, and regulatory requirements
- Clear written and verbal communication with internal and external stakeholders
- Builds positive relationships with clients and internal partners
- Identifies issues and supports resolution with guidance from senior team members
- Works effectively within a team environment
- Responds effectively to changing priorities and client needs
- Demonstrates willingness to develop fiduciary and technical expertise
Benefits
Comp & perks- Incentive compensation plan eligibility based on company, line of business and/or individual performance
- Comprehensive benefits supporting physical, financial, emotional and social well-being
- Differentiated compensation offerings