Trust Advisor - Special Needs Trust

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The Special Needs Trust (SNT) team is responsible for administering Special Needs Trusts, court‑created minors’ trusts, Guardian ships, and similar relationships serving individuals with impairments. The SNT Trust Advisor will provide fiduciary expertise and deliver high‑quality fiduciary solutions to clients, managing personal trusts, ensuring compliance with legal and regulatory requirements, and identifying new and fostering strong existing fiduciary client relationships. The Advisor partners closely with the team to support growth strategies and deepen client relationships by providing fiduciary advice that aligns with clients’ financial goals.

Accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures. The Advisor ensures that actions and behaviors drive a positive customer experience while operating within the Bank's risk appetite.

• Develop subject matter expertise in fiduciary related areas.
• Serve as a Trusted Advisor by developing close, personal relationships with clients and their families, integrating technical fiduciary components with each client’s unique personal situation and values.
• Anticipate clients’ service offering needs and coordinate with partners along with external advisors.
• Actively participate with the team by providing support related to expanding and deepening existing relationships.
• Actively support new trust business; participate in client presentations and serve as subject matter expert regarding fiduciary strategies.
• Understand existing client relationships and create trust‑optimization strategies to expand and deepen them, such as regular estate plan reviews, client meetings, and best‑practice advice.
• Oversee the administration of trust accounts, ensuring compliance with trust documents, legal requirements, and company policies.
• Review and interpret estate planning documents; provide timely and accurate administration of trust income and principal.
• Possess strong technical understanding of complex fiduciary documents and strategies.
• Coordinate appropriate resources, including the tax liaison team, operational support, in‑house legal counsel, and leadership, to maintain proper fiduciary responsibility.
• Manage the due diligence process on all new fiduciary appointments, ensuring comprehensive review of critical documents.
• Play a key role in overall client satisfaction and retention.
• Identify at‑risk clients and proactively work to resolve issues to drive retention.
• Maintain accurate and up‑to‑date records of all trust activities.

• Bachelor’s degree in Finance, Accounting, Law, or a related field; advanced degree or professional certification (e.g., CTFA, CFP) preferred.
• Minimum 7 years of experience in trust and estate administration with a proven track record of managing trusts.
• Strong knowledge of trust and estate laws and regulations, and industry standards and practices.
• Demonstrated ability to advise and deliver on fiduciary strategies.
• Demonstrated proficiency in exercising fiduciary judgement and discretion.
• Excellent interpersonal and communication skills to deliver a best‑in‑class client experience.
• Ability to work in a team‑orientated/matrix environment.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency in Microsoft Office Suite.
• High ethical standards and a commitment to fiduciary responsibility.
• Exhibits a sense of urgency and continuous improvement mindset.

Total Base Pay Range: 96,500.00 –  USD Annual.

Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Benefits programs support the individual needs of employees and their families, encompassing physical, financial, emotional, and social well‑being. For more information, visit our benefits page or consult with your talent acquisition partner.

Location – New York, New York 10169.

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.