Trust Advisor

## Trust Advisor Apply locations:
Cincinnati, OHtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
July 13, 2026 (10 days left to apply) job requisition :
R68973
** Make banking a Fifth Third better
** We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
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* ABOUT THE ROLE:

** Provides exemplary client service as the client-facing fiduciary expert for Private Bank clients. Primarily responsible for managing and growing trust relationships while ensuring high-quality fiduciary administration and compliance. Partners closely with the Private Bank team to deliver integrated advice aligned to each client’s estate plans, financial goals, and long-term objectives, while representing Fifth Third’s fiduciary capabilities and strategy.

Please see below for specific responsibilities and requirements for this role.
** YOUR RESPONSIBILITIES:
** The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
* ** Client Relationship Management:
** Proactively builds and deepens client relationships by serving as a trusted fiduciary advisor, understanding client objectives, and delivering tailored trust and estate solutions.
* ** Client Communication:
** Engages in ongoing, proactive communication regarding fiduciary strategies, trust administration, and estate planning considerations.
* ** Fiduciary Strategy Development:
** Advises on trust and estate structures, integrating fiduciary solutions with broader financial plans and client goals.
* ** Trust Administration Oversight:
** Oversees trust accounts to ensure proper administration, adherence to governing documents, and compliance with legal and regulatory requirements.
* ** Estate Document Interpretation:
** Reviews and interprets estate planning documents to ensure accurate execution of fiduciary responsibilities and client intent.
* ** Asset Retention and Growth:
** Identifies opportunities to expand and deepen fiduciary relationships through trust optimization strategies and proactive client engagement.
* ** New Business Support:
** Partners with Private Bank teams to support business development, including participation in client presentations and fiduciary solutioning.
* ** Risk and Compliance Management:
** Ensures adherence to fiduciary standards, internal policies, and regulatory requirements while actively managing risk.
* ** Internal Team

Collaboration:

** Coordinates with internal partners (tax, legal, operations, and banking teams) to deliver comprehensive fiduciary solutions.
* ** Client Issue Resolution:
** Identifies at-risk relationships and proactively resolves client concerns to enhance satisfaction and retention.
* ** Other Duties:
** 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.
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* MINIMUM REQUIREMENTS:

*** Bachelor’s degree in Finance, Accounting, Law, or a related field or equivalent experience.
* Seven or more years of professional experience; trust and estate administration or financial services experience preferred.
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* REQUIRED SKILLS:

** Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in:
* ** Communication:
** Excellent interpersonal, written and verbal communication skills, and presentation skills.
* ** Relationship Management:
** Ability to build trust and maintain strong client relationships in a team-based environment.
* ** Risk Management & Compliance:
** Growing understanding of regulatory requirements and ability to manage risk within fiduciary frameworks.
** SKILLS FOR SUCCESS:
** Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), across a suite of skills including, but not limited to:
* ** Fiduciary Strategy:
** Understanding of trust structures, estate planning concepts, and fiduciary solutions aligned to client needs.
* ** Team

Collaboration:

** Works effectively across Private Bank and enterprise partners to deliver integrated…