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Newport Beach, California, United States
Onsite
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.
ABOUT THE ROLE:
This role is responsible for administering fiduciary accounts and serving as a relationship manager for client portfolios of moderate complexity. The Trust Officer provides wealth management guidance on standard planning matters, ensures compliance with governing documents and regulatory requirements, and partners with internal and external stakeholders to deliver a consistent client experience while contributing to business growth.
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.
Fiduciary Account Administration: Manages fiduciary accounts in accordance with governing documents, applicable laws, and organizational policies, ensuring alignment with client needs and fiduciary standards.
Account Oversight and Review: Reviews and interprets trust documents, monitors account activity, and ensures accuracy and completeness of transactions and account records.
Client Relationship Management: Serves as a primary point of contact for clients, beneficiaries, and advisors, responding to inquiries and supporting ongoing relationship needs.
Risk and Compliance Management: Ensures adherence to fiduciary, legal, and regulatory requirements, including proper documentation, account reviews, and compliance with internal policies.
Issue Resolution: Addresses client requests and account issues, including special distributions, fee inquiries, and account-related matters, escalating as needed.
Account Lifecycle Management: Oversees account openings and closings, ensuring proper documentation, asset transfers, and accurate classification of income and principal, while coordinating tax reporting activities.
Collaboration and Partnership: Works with internal teams, external advisors, and centers of influence to support client needs and deliver fiduciary services.
Business Development Support: Contributes to new business development through referrals, participation with partners, and expansion of existing client relationships.
Process Improvement: Participates in initiatives to improve operational efficiency and enhance service delivery to clients.
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.
MINIMUM REQUIREMENTS:
Bachelor’s degree required.
7 years of experience in trust administration, fiduciary services, or related experience.
REQUIRED SKILLS:
Qualified candidates will possess an intermediate degree of proficiency (typically from 7 years of work or practical experience), in:
Fiduciary Knowledge: Understanding of trust administration principles, governing documents, and fiduciary responsibilities.
Client Relationship Management: Ability to effectively manage client and advisor relationships.
Risk and Compliance Awareness: Knowledge of regulatory requirements and internal policies.
Attention to Detail: Ability to monitor accounts, review transactions, and ensure documentation accuracy.
Communication: Clear and professional interaction with clients, partners, and internal teams.
Please refer to the “Skills for Success” section to learn how to stand out as an applicant.
SKILLS FOR SUCCESS:
Qualified candidates will possess an intermediate degree of proficiency (typically from 7+ years of work or practical experience), in:
Relationship Management: Builds trust and credibility with clients and partners.
Problem Solving: Identifies issues and develops practical, compliant solutions.
Collaboration: Works effectively across teams and stakeholders.
Adaptability: Navigates complex and evolving client and business needs.
Continuous Learning: Demonstrates ongoing commitment to fiduciary and professional development.
DOING THE RIGHT THING:
Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets — including you.
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Costa Mesa, California 92626Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
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.
