Trust Administrator

Fifth Third Bank•Raleigh, NC
•$71,100 - $145,900

About The Position

The Trust Administrator supports the administration of fiduciary accounts, ensuring compliance with governing documents, applicable laws, and organizational policies. The role works with senior team members to manage client accounts, address client needs, and provide a consistent, compliant client experience. It supports account reviews and transactions, routine client service, risk and compliance activities, issue resolution, account openings and closings, and process improvement. The position is located in Wilmington, Delaware.

Requirements

  • 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 accurately.
  • Ability to support client and partner needs professionally and in a timely manner.
  • Understanding of policies, procedures, and regulatory requirements.
  • Clear written and verbal communication with internal and external stakeholders.

Nice To Haves

  • Ability to build positive relationships with clients and internal partners.
  • Ability to identify issues and support resolution with guidance from senior team members.
  • Ability to collaborate effectively within a team environment.
  • Adaptability to changing priorities and client needs.
  • Willingness to develop fiduciary and technical expertise.

Responsibilities

  • 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, resolving routine requests in a timely and professional manner.
  • Ensure adherence to fiduciary, regulatory, and internal policy requirements, escalating issues as appropriate.
  • Partner with senior team members to address client issues, including distribution requests, fee inquiries, and account-related matters.
  • Assist with account openings and closings, including proper documentation, asset transfers, and accurate 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 client service delivery.
  • Perform other duties as assigned and adapt to new tasks or changing priorities.

Benefits

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