Trust Officer

Fifth Third Bank • Los Angeles, NV

4d • $96,500 - $207,500 • Onsite

About The Position

This role is responsible for administering fiduciary accounts and serving as a relationship manager for client portfolios of moderate complexity. The Trust Officer 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.

Requirements

• Bachelor’s degree required.
• 7 years of experience in trust administration, fiduciary services, or related experience.
• Understanding of trust administration principles, governing documents, and fiduciary responsibilities.
• Ability to effectively manage client and advisor relationships.
• Knowledge of regulatory requirements and internal policies.
• Ability to monitor accounts, review transactions, and ensure documentation accuracy.
• Clear and professional interaction with clients, partners, and internal teams.

Nice To Haves

• Builds trust and credibility with clients and partners.
• Identifies issues and develops practical, compliant solutions.
• Works effectively across teams and stakeholders.
• Navigates complex and evolving client and business needs.
• Demonstrates ongoing commitment to fiduciary and professional development.

Responsibilities

• Manages fiduciary accounts in accordance with governing documents, applicable laws, and organizational policies, ensuring alignment with client needs and fiduciary standards.
• Reviews and interprets trust documents, monitors account activity, and ensures accuracy and completeness of transactions and account records.
• Serves as a primary point of contact for clients, beneficiaries, and advisors, responding to inquiries and supporting ongoing relationship needs.
• Ensures adherence to fiduciary, legal, and regulatory requirements, including proper documentation, account reviews, and compliance with internal policies.
• Addresses client requests and account issues, including special distributions, fee inquiries, and account-related matters, escalating as needed.
• Oversees account openings and closings, ensuring proper documentation, asset transfers, and accurate classification of income and principal, while coordinating tax reporting activities.
• Works with internal teams, external advisors, and centers of influence to support client needs and deliver fiduciary services.
• Contributes to new business development through referrals, participation with partners, and expansion of existing client relationships.
• 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