Fiduciary Support Specialist

The Glenview Trust Company•Louisville, KY

3d•Onsite

About The Position

The Fiduciary Support Specialist provides high-level administrative, organizational, and business support to the Chief Fiduciary Officer, the Corporate Compliance and Fiduciary Manager, executive leadership, and the Fiduciary Team. The role coordinates priorities, meetings, communications, records, and confidential materials; supports fiduciary and compliance activities; and helps ensure assignments are completed accurately, professionally, and on schedule. The specialist serves as a resource and liaison for internal and external parties, uses sound judgment when handling sensitive information, and provides flexible support as business needs arise. This is an in-office position in a professional indoor office environment, with a regular Monday-through-Friday schedule from 8:00 a.m. to 5:00 p.m. Remote work is not available.

Requirements

Minimum of a 2-year Associate degree; equivalent relevant experience may be considered.
Demonstrated experience supporting senior leaders, coordinating complex schedules and meetings, and preparing professional business materials.
Strong proficiency with Microsoft Office, particularly Excel, Outlook, Word, and PowerPoint.
Strong written and verbal communication, organizational, proofreading, and interpersonal skills.
Ability to manage a substantial volume of detailed and confidential work while meeting deadlines.
Ability to communicate clearly, professionally, and courteously.
Ability to maintain concentration and accuracy amid time pressures, interruptions, and changing priorities.
Ability to exercise judgment, maintain confidentiality, and appropriately escalate matters requiring management attention.
Ability to sit for extended periods and maintain sustained visual attention when working with documents and computer systems.
Ability to occasionally move files and assist with fiduciary meeting setup.

Nice To Haves

A 4-year Bachelor's degree is preferred.
Minimum of 5 years of administrative or executive support experience is preferred.
Experience within a trust company, financial services organization, legal environment, professional services firm, or similarly confidential and regulated setting is preferred.

Responsibilities

Provide high-level administrative support to designated executives and fiduciary leaders, including calendar coordination, meeting planning, correspondence, document preparation, and follow-up on priorities and commitments.
Organize and prioritize requests, files, records, and communications to help executives and team members remain informed and prepared.
Prepare, edit, format, and proofread letters, presentations, spreadsheets, meeting materials, and other business documents consistent with company standards.
Handle confidential client, employee, fiduciary, compliance, audit, and governance information with discretion and care.
Serve as a professional point of contact and liaison among executives, employees, clients, vendors, professional advisors, auditors, and other parties, directing matters to the appropriate individual.
Maintain logs, trackers, schedules, and status information supporting departmental responsibilities, management oversight, training, disclosures, audits, and special projects.
Assist with organizing, indexing, distributing, retaining, and securely handling original and electronic records in accordance with company practices.
Provide administrative support for fiduciary activities, including correspondence, account documentation, estate administration support, and document vault assistance.
Anticipate administrative and meeting needs, identify scheduling or documentation issues, and take appropriate action within assigned authority.
Assist with new-hire, visitor, candidate, and internship coordination, as well as internal and external meetings.
Support special projects as assigned.