Trust Advisor – Special Needs Trust

Fifth Third Bank

Trust Advisor providing fiduciary expertise and managing relationships in special needs trust administration for Fifth Third Bank. Ensuring compliance with legal requirements and optimizing trust strategies for clients.

Posted 6/30/2026full-timeNew York City • California, New York • 🇺🇸 United StatesSeniorLead💰 $96,500 - $207,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in fiduciary strategies and trust account administration, ensuring compliance with legal requirements while fostering strong client relationships. Proficient in advising clients on trust and estate matters, leveraging extensive experience in the field.

Highest-signal resume keywords

Trust And Estate AdministrationFiduciary StrategiesTrust And Estate LawsCTFA CertificationMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust Account AdministrationFiduciary KnowledgeEstate PlanningLegal ComplianceClient Advisory

Soft Skills

Relationship BuildingClient Service OrientationAnticipatory Service

Certifications & Qualifications

CTFACFP

Industry Keywords

FiduciaryTrust DocumentsLegal RequirementsFinanceAccounting

About the role

Key responsibilities & impact

Develop subject matter expertise in fiduciary related areas
Serve as a Trusted Advisor by developing close, personal relationships with clients and their families
Anticipate clients service offering needs and coordinate with partners along with external advisors
Actively participate in expanding and deepening existing relationships
Oversee the administration of trust accounts, ensuring compliance with trust documents and legal requirements

Requirements

What you’ll need

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
Strong knowledge of trust and estate laws and regulations
Demonstrated ability to advise on fiduciary strategies
Proficiency in Microsoft Office Suite

Benefits

Comp & perks

Comprehensive benefits programs including health, financial, emotional, and social well-being
Incentive compensation plan based on performance