Senior Trust Advisor

Fifth Third Bank • Naples, FL

1d

About The Position

The Senior Trust Advisor provides fiduciary expertise and thought leadership, delivering high-quality fiduciary solutions to clients. The role manages personal trusts, ensures compliance with legal and regulatory requirements, and identifies new fiduciary opportunities while fostering strong existing client relationships. Working closely with the Private Bank team, the advisor supports regional growth strategies and deepens client relationships by providing fiduciary advice aligned with clients’ financial goals and objectives.

The position is accountable for managing risk in accordance with bank policies and the Bank’s risk appetite, supporting positive experiences for customers and colleagues. It oversees complex trust administration, interprets estate planning documents, coordinates internal and external resources, supports new business, and helps promote client satisfaction and retention. The role is based in Naples, Florida.

Requirements

• Bachelor’s degree in Finance, Accounting, Law, or a related field.
• At least 8–10 years of experience in trust and estate administration, with a proven record of managing complex trust relationships.
• Strong knowledge of trust and estate laws and regulations, industry standards, and practices.
• Demonstrated ability to advise on and deliver complex fiduciary strategies.
• Demonstrated proficiency in exercising fiduciary judgment and discretion.
• Excellent interpersonal and communication skills.
• Ability to work in a team-oriented, matrix environment.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office Suite.
• High ethical standards and commitment to fiduciary responsibility.
• Sense of urgency and a continuous improvement mindset.

Nice To Haves

• Advanced degree or professional certification, such as CTFA or CFP.

Responsibilities

• Develop close, personal relationships with clients and their families, integrating fiduciary expertise with each client’s circumstances and values.
• Anticipate clients’ Private Bank service needs and coordinate with Private Bank and One Bank partners and external advisors.
• Support the Private Bank team in expanding and deepening existing client relationships.
• Support new trust business, participate in client presentations as requested, and serve as a subject matter expert on fiduciary strategies.
• Develop trust optimization strategies, including estate plan reviews, client meetings, and best-practice advice.
• Oversee administration of complex trust accounts in compliance with trust documents, legal requirements, and company policies.
• Review and interpret estate planning documents and ensure timely, accurate administration of trust income and principal.
• Coordinate Private Bank resources, including the tax liaison team, operational support, in-house legal counsel, and leadership, to maintain proper fiduciary responsibility.
• Manage due diligence for new fiduciary appointments by reviewing critical documents and assessing client needs and the bank’s ability to meet them.
• Contribute to client satisfaction and retention; identify at-risk clients and proactively resolve issues.
• Maintain accurate, up-to-date records of trust activities.
• Follow bank policies and procedures, elevate concerns, and identify, assess, manage, monitor, and report risks.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
• Eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior