Trust Administrator jobs in Toledo, OH

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Senior Trust Advisor
  • Fifth Third Bank
  • Toledo, OH FULL_TIME
  • 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.

    GENERAL FUNCTION:
    • Serve as Trust Advisor for clients with more than $5MM in investable assets
    • Work with Private Bank Team to identify fiduciary opportunities and solutions
    • Work with Private Bank Team to implement fiduciary strategies
    • Serve as a Trusted Advisor by developing close, personal relationships with the clients and their families, anticipating clients' wealth planning and Private Bank service needs and coordinating external and internal advisors to accomplish
    • Actively participate with the Private Bank team to develop, interpret, communicate an facilitate complex estate planning matters as part of the advice-based solutions presented to clients
    • Advise 50- 75 households comprised of approximately 250- 300 accounts

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • On behalf of Fifth Third Bank as Trustee understand and administer fiduciary accounts in accordance with the governing documents for trusts over $1MM
    • Ensure adherence to all fiduciary rules, regulations and internal governance throughout the administration of the trust
    • Cultivate relationships with local centers of influence including attorneys and accountants to identify both current and future opportunities for Fifth Third Bank to serve as Trustee, Successor Trustee, Executor or Personal Representative.
    • Generate new fiduciary and Private Bank IM&T
    • Manage the due diligence process on all new fiduciary appointments
    • Demonstrate sound complex decision making skills
    • Maintain knowledge of current trends and changes in the industry with regard to fiduciary matters (e.g. estate planning and probate, estate, gift and income tax planning, guardianships, special needs trust, state-specific laws)
    • Develop subject matter expertise in fiduciary related areas
    • Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

    MINIMUM KNOWLEDGE, SKILLS AND ABILITES REQUIRED

    • Bachelor's degree required
    • Graduate degree (JD,MBA) preferred
    • Professional designee (CTFA or similar)
    • 10 years of demonstrated fiduciary client service/sales
    • Advanced knowledge of trust administration, estate planning strategies, and income and estate tax matters

    Senior Trust Advisor

    LOCATION -- Toledo, Ohio 43604

    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.

     

  • 14 Days Ago

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Administrator
  • American Medical Associates
  • Fremont, OH FULL_TIME
  • Nursing Home Administrator!!! Salary: 120K Range - based on experience Qualifications: Must have an Ohio Administrator license Must have experience as an Administrator Must have long term care experie...
  • 15 Days Ago

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Administrator
  • Omnia Healthcare Group
  • Holland, OH FULL_TIME
  • Administrator JOB SUMMARY: This position acts as the director of the facility and representative in the community and is ultimately responsible for overall facility management, profitability, patient ...
  • 19 Days Ago

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Line Cook – Broil/Grill
  • TXRH Toledo (Trust Dr.),OH
  • Holland, OH FULL_TIME
  • Love your job at Texas Roadhouse! Join our team and take pride in your work. Do you feel that you have the potential to be a grill master for Texas Roadhouse? Our legendary steaks are our most popular...
  • 10 Days Ago

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Universal banker
  • The First National Bank and Trust Compan
  • Monroe, MI FULL_TIME
  • See job description THIS POSITION REPORTS TO : Retail Branch Manager MINIMUM REQUIREMENTS FOR POSITION : High school graduate or equivalent Minimum one year retail banking of sales and customer servic...
  • 14 Days Ago

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Host
  • TXRH Toledo (Trust Dr.),OH
  • Holland, OH FULL_TIME
  • Love your job at Texas Roadhouse! Join our team and work in a high-volume restaurant filled with fun. Texas Roadhouse is looking for a Host to greet every guest with a genuine welcome. Legendary Servi...
  • 14 Days Ago

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0 Trust Administrator jobs found in Toledo, OH area

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Retail Cashier
  • Dick's Sporting Goods
  • Toledo, OH
  • If golf is your passion, you'll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every gol...
  • 3/18/2024 12:00:00 AM

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Locum Tenens CRNA - Anesthesia - $100-200 per hour
  • Adventist Health
  • North Baltimore, OH
  • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Findlay, Ohio. Job Description & Req...
  • 3/18/2024 12:00:00 AM

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Locum Tenens Nurse Anesthetist (CRNA) - $100-200 per hour
  • Adventist Health
  • North Baltimore, OH
  • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Findlay, Ohio. Job Description & Req...
  • 3/18/2024 12:00:00 AM

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Locum Tenens CRNA - Anesthesia - $100-200 per hour
  • Adventist Health
  • Van Buren, OH
  • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Findlay, Ohio. Job Description & Req...
  • 3/18/2024 12:00:00 AM

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Locum Tenens Nurse Anesthetist (CRNA) - $100-200 per hour
  • Adventist Health
  • Van Buren, OH
  • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Findlay, Ohio. Job Description & Req...
  • 3/18/2024 12:00:00 AM

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Locum Tenens CRNA - Anesthesia - $100-200 per hour
  • Adventist Health
  • Cygnet, OH
  • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Findlay, Ohio. Job Description & Req...
  • 3/18/2024 12:00:00 AM

A
Locum Tenens Nurse Anesthetist (CRNA) - $100-200 per hour
  • Adventist Health
  • Cygnet, OH
  • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Findlay, Ohio. Job Description & Req...
  • 3/18/2024 12:00:00 AM

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Retail Golf Equipment Sales Associate
  • DICK'S SPORTING GOODS INC
  • Toledo, OH
  • If golf is your passion, you'll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every gol...
  • 3/15/2024 12:00:00 AM

Toledo (/təˈliːdoʊ/) is a city in and the county seat of Lucas County, Ohio, United States. Toledo is in northwest Ohio, at the western end of Lake Erie bordering the state of Michigan. The city was founded in 1833 on the west bank of the Maumee River, and originally incorporated as part of Monroe County, Michigan Territory. It was re-founded in 1837, after conclusion of the Toledo War, when it was incorporated in Ohio. After the 1845 completion of the Miami and Erie Canal, Toledo grew quickly; it also benefited from its position on the railway line between New York City and Chicago. The first...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$59,856 to $76,481
Toledo, Ohio area prices
were up 1.3% from a year ago

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We work hard to make the trust administration process easy, quick, and inexpensive.
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Can provide representation to a trust administrator and can help facilitate the trust administration process so that the administration of the trust can go smoothly and so assets can be transferred to heirs or beneficiaries as quickly as possible.
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The assets in the trust should pass almost automatically to the designated beneficiaries.
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