Fifth Third Bank, N.A. Trust Administrator in Oak Brook, Illinois
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Serve as administrative support for Senior Trust Advisors in every aspect of servicing their client base to ensure greater client satisfaction, client retention and growth, and compliance with all policies and procedures governing fiduciary relationships
Support the client base of up to 2 Senior Trust Advisors
Primary interface with trust accounting system, Workflow, and trust operations
Responsible for understanding and implementing all internal policy and procedures
ESSENTIAL DUTIES AND RESPONSIBILITIES
Client Service: - Frequent direct communication with client - Support Senior Trust Advisor with all decision-making aspects of trust administration - Partner with Trust Advisor to retain client base - Partner with Trust Advisor to optimize effective and efficient process and client service
Account Administration - Review daily trust activity - Ensure compliance with all processes and procedures- work with Senior Trust Advisor to ensure all documentation is retained - Work with Senior Trust Advisor and Trust Tax to ensure proper tax reporting - Coordinate with Middle Office on: Account opening, Cash transactions and Asset transfers
Sales: - Partner with Senior Trust Advisor on marketing proposals and materials - Assist with Life 360 - Utilize CRM
MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED:
Bachelor’s degree required; significant experience and expertise within Trust
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
LOCATION -- Oak Brook, Illinois 60523
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.We employ about 18,000 people while offering:• A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs.• An environment where we win together by celebrating achievements and working collaboratively.• An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.