Trust Officer

Fifth Third Bank • Dallas, TX

2d

About The Position

The Trust Officer administers fiduciary accounts and serves as relationship manager for client portfolios of moderate complexity. The role provides wealth management guidance on standard planning matters, ensures compliance with governing documents and regulatory requirements, and partners with internal and external stakeholders to deliver a consistent client experience while contributing to business growth. The position is based in Dallas, Texas.

Requirements

• Bachelor’s degree.
• Seven years of experience in trust administration, fiduciary services, or related experience.
• Understanding of trust administration principles, governing documents, and fiduciary responsibilities.
• Ability to manage client and advisor relationships effectively.
• Knowledge of regulatory requirements and internal policies.
• Attention to detail in monitoring accounts, reviewing transactions, and ensuring documentation accuracy.
• Clear and professional communication with clients, partners, and internal teams.

Nice To Haves

• Ability to build trust and credibility with clients and partners.
• Problem-solving skills to identify issues and develop practical, compliant solutions.
• Ability to collaborate effectively across teams and stakeholders.
• Adaptability to complex and evolving client and business needs.
• Commitment to ongoing fiduciary and professional development.

Responsibilities

• Manage fiduciary accounts in accordance with governing documents, applicable laws, organizational policies, client needs, and fiduciary standards.
• Review and interpret trust documents, monitor account activity, and ensure transactions and account records are accurate and complete.
• Serve as a primary point of contact for clients, beneficiaries, and advisors, responding to inquiries and supporting relationship needs.
• Ensure compliance with fiduciary, legal, and regulatory requirements, including proper documentation, account reviews, and internal policies.
• Address client requests and account issues, including special distributions, fee inquiries, and account-related matters, escalating as needed.
• Oversee account openings and closings, including documentation, asset transfers, classification of income and principal, and coordination of tax reporting.
• Work with internal teams, external advisors, and centers of influence to support client needs and deliver fiduciary services.
• Support new business development through referrals, partner participation, and expansion of existing client relationships.
• Participate in initiatives to improve operational efficiency and client service delivery.
• Perform other duties as assigned and adapt to new tasks or shifting priorities.

Benefits

• Comprehensive benefits designed to support employees’ and families’ 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