Trust Administrator

Fifth Third Bank • Biltmore, TN

2d • Onsite

About The Position

This role is responsible for supporting the administration of fiduciary accounts, ensuring adherence to governing documents, applicable laws, and organizational policies. The Trust Administrator works closely with senior team members to manage client accounts, address client needs, and support a consistent and compliant client experience.

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 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.

Nice To Haves

• 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.

Responsibilities

• Supports the administration of trust accounts in accordance with governing documents, applicable laws, and organizational policies, ensuring alignment with fiduciary standards.
• Reviews documents and account activity for accuracy and completeness, monitors transactions, and submits actions for approval as appropriate.
• Responds to client, beneficiary, and advisor inquiries, ensuring timely and professional resolution of routine requests.
• Ensures adherence to fiduciary, regulatory, and internal policy requirements, escalating issues as appropriate.
• Partners with senior team members to address client issues, including distribution requests, fee inquiries, and account-related matters.
• Assists with account openings and closings, ensuring proper documentation, asset transfers, and accurate setup of account and tax reporting information.
• Works closely with internal teams and senior administrators to support account management and client service delivery.
• Participates in initiatives to improve operational efficiency and enhance service delivery to clients.
• Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Benefits

• Comprehensive benefits and differentiated compensation offerings
• Eligible to participate in an incentive compensation plan
• Extensive benefits programs designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

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