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Trust Administrator
Fifth Third Bank. Serve as an administrative support professional for Advisor Solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in trust administration and fiduciary client service, with a strong focus on compliance, risk management, and effective communication. Proficient in utilizing client relationship management tools and Microsoft Office software to enhance client satisfaction and operational efficiency.
Highest-signal resume keywords
Trust AdministrationFiduciary Client ServiceRisk ManagementMicrosoft Office SuiteCTFA Certification
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 AdministrationFiduciary PoliciesEstate Planning StrategiesIncome Tax MattersEstate Tax MattersClient Relationship ManagementRisk AssessmentCompliance DocumentationDecision-Making SupportMultigenerational Trusts
Soft Skills
Interpersonal SkillsCommunication SkillsTime ManagementTeam CollaborationContinuous Improvement Mindset
Tools & Technologies
Trust Accounting SystemsClient Relationship Management ToolsMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookCoPilot
Certifications & Qualifications
CTFA Certification
Industry Keywords
FiduciaryTrust AdministrationClient SatisfactionTrust Document TermsDiscretionary Actions
About the role
Key responsibilities & impact- Serve as an administrative support professional for Advisor Solutions
- Ensure client satisfaction, retention, and growth by adhering to fiduciary policies and procedures
- Serve as the primary interface with trust accounting systems and operations
- Implement internal policies and procedures effectively
- Communicate directly with clients
- Support advisors in executing and implementing decision-making aspects of trust administration
- Support administration of multigenerational trusts, including discretionary income and principal payments distributed among multiple family members
- Support Trust Advisor execution of trust document terms
- Partner with advisors and internal and external service providers to optimize client service effectiveness and efficiency
- Partner with advisors to set client expectations and prepare client meeting materials
- Assist with client relationship management tools
- Support compliance and proper documentation for business and asset acceptances, discretionary actions, and other bank policies and procedures
- Work with advisors and the Trust Tax Team to ensure proper tax reporting
- Review daily trust activity
- Identify, assess, manage, monitor, and report risks
- No supervisory responsibilities
Requirements
What you’ll need- 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 orientated/matrix environment
- Strong computer/technical skills
- Ability to use Microsoft Office software, including Word, Excel, PowerPoint, Outlook, and CoPilot
Benefits
Comp & perks- Comprehensive benefits supporting physical, financial, emotional, and social well-being
- Incentive compensation plan based on company, line of business, and/or individual performance
- Differentiated compensation offerings