Trust Administrator jobs in Owensboro, KY

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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Sr. Trust Advisor
  • Fifth Third Bank
  • Evansville, IN 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

    Sr. Trust Advisor

    LOCATION -- Evansville, Indiana 47708

    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.

     

  • 23 Days Ago

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Administrator
  • Topaz Fiscal Services
  • Owensboro, KY FULL_TIME
  • GREAT BENEFITS! Newly remodeled facility Directs the day-to-day functions of the facility in accordance with current federal, state, and local standards, guidelines, and regulations that govern nursin...
  • 13 Days Ago

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Administrator
  • BRIDGEMARK EMPLOYEE SERVICES LLC
  • ENERGY, IL FULL_TIME
  • DescriptionJOB SUMMARYThe position of Administrator requires an individual who is dependable, self-sufficient and can easily multi-task. Qualified Administrator candidates will direct the overall oper...
  • 1 Month Ago

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Part-time Universal Banker/Teller
  • First Mid Bank & Trust
  • Carmi, IL PART_TIME
  • Position: Part-time Universal Banker/Teller Location: Carmi, IL Job Id: 3483 # of Openings: 1 At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by...
  • Just Posted

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Part-time Universal Banker/Teller
  • First Mid Bank & Trust
  • Carbondale, IL PART_TIME
  • Position: Part-time Universal Banker/Teller Location: Carbondale, IL Job Id: 3502 # of Openings: 1 At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve th...
  • 8 Days Ago

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Commercial Insurance Producer
  • First Mid Bank & Trust
  • Carbondale, IL FULL_TIME
  • Serves as key relationship manager for FMIG and is responsible for securing new business and retaining existing insurance clients. Responsibilities include, but are not limited to: Serves as insurance...
  • 10 Days Ago

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0 Trust Administrator jobs found in Owensboro, KY area

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Financial Services Professional - Hybrid Experience
  • Bankers Life
  • Owensboro, KY
  • Financial Services Professional - Hybrid Experience Location: Owensboro, KY, United States Job Category: Financial Repre...
  • 3/29/2024 12:00:00 AM

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Registered Nurse - Clinical Support - Virtual Nurse - Staff Nurse Hybrid - No Experience Required
  • Owensboro Medical Health System
  • Owensboro, KY
  • Job Summary Provides direct nursing care in accordance with established policies, procedures, and protocols of the healt...
  • 3/29/2024 12:00:00 AM

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Registered Nurse - Radiology Interventional - No Experience Required
  • Owensboro Medical Health System
  • Owensboro, KY
  • Job Summary Provides direct nursing care in accordance with established policies, procedures, and protocols of the healt...
  • 3/29/2024 12:00:00 AM

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Retail Sales Associate Golf - HIRING EVENT
  • Dick's
  • Evansville, IN
  • If golf is your passion, youll love growing the game at Golf Galaxy. We are home to the Trusted Advisors whom every golf...
  • 3/28/2024 12:00:00 AM

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Registered Nurse - Orthopedics & Neurology - Weekend Option - No Experience Required
  • Owensboro Medical Health System
  • Owensboro, KY
  • Job Summary Provides direct nursing care in accordance with established policies, procedures, and protocols of the healt...
  • 3/28/2024 12:00:00 AM

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Registered Nurse - Orthopedics & Neurology - No Experience Required
  • Owensboro Medical Health System
  • Owensboro, KY
  • Job Summary Provides direct nursing care in accordance with established policies, procedures, and protocols of the healt...
  • 3/28/2024 12:00:00 AM

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Registered Nurse - Catheterization Laboratory - No Experience Required
  • Owensboro Medical Health System
  • Owensboro, KY
  • Job Summary Provides direct nursing care in accordance with established policies, procedures, and protocols of the healt...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Evansville, IN
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/25/2024 12:00:00 AM

Owensboro is a home rule-class city in and the county seat of Daviess County, Kentucky, United States. It is the fourth-largest city in the state by population. Owensboro is located on U.S. Route 60 about 107 miles (172 km) southwest of Louisville, and is the principal city of the Owensboro metropolitan area. The 2015 population was 59,042.[not in citation given] The metropolitan population was estimated at 116,506. Owensboro is located at 37°45′28″N 87°7′6″W / 37.75778°N 87.11833°W / 37.75778; -87.11833 (37.757748, −87.118390), at the crook of a bend in the Ohio River. Owensboro is 37 mile...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administrator jobs
$58,176 to $74,333
Owensboro, Kentucky area prices
were up 1.3% from a year ago

Trust Administrator in Peoria, IL
We work hard to make the trust administration process easy, quick, and inexpensive.
December 14, 2019
Trust Administrator in Yakima, WA
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.
January 06, 2020
Trust Administrator in Olympia, WA
The assets in the trust should pass almost automatically to the designated beneficiaries.
January 01, 2020