Trust Officer

Fifth Third Bank • Minneapolis, MN

1d

About The Position

The Trust Officer administers fiduciary accounts and serves as a 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 works with internal and external stakeholders to deliver a consistent client experience while supporting business growth.

The position includes managing fiduciary accounts, reviewing trust documents and account activity, maintaining client relationships, resolving account issues, and overseeing account openings and closings. The Trust Officer also supports compliance, tax reporting coordination, business development, and operational improvement initiatives. Other duties may be assigned as team or company priorities change.

Requirements

• Bachelor’s degree required.
• 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.
• Knowledge of regulatory requirements and internal policies.
• Ability to monitor accounts, review transactions, and ensure documentation accuracy.
• Clear and professional communication with clients, partners, and internal teams.
• Relationship management, problem-solving, collaboration, adaptability, and commitment to continuous learning.

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 ongoing relationship needs.
• Ensure adherence to 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 other account matters, escalating as needed.
• Oversee account openings and closings, including documentation, asset transfers, classification of income and principal, and coordination of tax reporting activities.
• 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 changing tasks or 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 payment based on company, line of business, and/or individual performance.

What This Job Offers

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