Fiduciary Advisor Ii

Busey Bank

Base: $104,000.00 - $128,000.00 annually; bonus/eq...
Fiduciary account administration experience
Trust accounting systems proficiency
Client relationship management skills
The Fiduciary Advisor is responsible for administering fiduciary accounts while ensuring client objectives align with governing documents and fiduciary principles

Job Summary

  • The Fiduciary Advisor is responsible for administering fiduciary accounts while ensuring client objectives align with governing documents and fiduciary principles.
  • This role requires managing a book of larger, more complex clients that bring in substantial revenue through proactive relationship building and strategic decision-making.
  • Busey Bank offers a competitive total rewards package including a 401(k) match, profit sharing, and comprehensive medical, dental, and vision benefits.

Matching Summary

The Fiduciary Advisor is responsible for administering fiduciary accounts while ensuring client objectives align with governing documents and fiduciary principles.

Salary

Base: $104,000.00 - $128,000.00 annually; Bonus/Equity: Eligible for bonus or incentives based on performance; Benefits: 401(k) match, profit sharing, PTO, medical, dental, vision, life insurance

Skills & Requirements

Must-have

  • Fiduciary account administration experience
  • Trust accounting systems proficiency
  • Client relationship management skills
  • Investment policy statement analysis
  • Compliance with legal and business policies

Nice-to-have

  • Strong sales and communication abilities
  • Strategic financial planning mindset
  • Collaborative team partnership approach
  • Project leadership capabilities
  • Deep understanding of estate settlement

Key Requirements

  • Bachelor's degree or commensurate experience
  • Minimum 10 hours annual continuing education
  • Previous trust administration experience preferred

Work Rights

Not specified

Tailored Resume

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