On behalf of Fifth Third Bank as Trustee, Guardian of the Estate, Agent or Custodian, understand and administer the most complex fiduciary accounts in accordance with the terms of their governing documents, if applicable, or as directed by the court
Job Summary
On behalf of Fifth Third Bank as Trustee, Guardian of the Estate, Agent or Custodian, understand and administer the most complex fiduciary accounts in accordance with the terms of their governing documents, if applicable, or as directed by the court.
Manage the client relationships (coordinating services, building relationships with clients and their immediate and extended family or care teams, and functioning as the clients' trusted advisor) directly with the client, the client’s immediate family, legal counsel and tax professionals.
Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Matching Summary
On behalf of Fifth Third Bank as Trustee, Guardian of the Estate, Agent or Custodian, understand and administer the most complex fiduciary accounts in accordance with the terms of their governing documents, if applicable, or as directed by the court.
Salary
Base: 82,100.00 - 172,500.00 USD Annual; Bonus/Equity: eligible to participate in an incentive compensation plan; Benefits: comprehensive benefits programs
Skills & Requirements
Must-have
administer complex fiduciary accounts
manage client relationships
coordinate legal and tax advisors
understand guardianship process
manage financial risk
Nice-to-have
develop advice-based solutions
build strong client rapport
proactive communication
Key Requirements
Bachelor’s degree required
3-5 years fiduciary client service/sales experience
CTFA or working toward (preferred)
Professional communication skills
Knowledge of trust administration, estate planning strategies, and income and estate tax matters