Officer Jobs in Santa Ana, CA

Trust Advisor

The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring compliance with legal and regulatory requirements, while identifying new and fostering strong existing fiduciary client relationships. The Trust Advisor partners closely with the Advisor Solutions team to support regional growth strategies and deepen client relationships by providing fiduciary advice that aligns with the client's financial goals and objectives. 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.

Essential Duties and Responsibilities:

• 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' Advisor Solutions service offering needs and coordinate with Advisor Solutions and One Bank partners along with external advisors.
• Actively participate with the Advisor Solutions team by providing support related to expanding and deepening existing relationships.
• Actively participate with the Advisor Solutions team to support new trust business; participate in client presentations, as requested, and serve as subject matter expert concerning fiduciary strategies.
• Understand existing client relationships and create trust optimization strategies to expand and deepen relationships, 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.
• Responsible for the review and interpretation of estate planning documents, timely and accurate administration of trust income and principal.
• Possess strong technical understanding of complex fiduciary documents and strategies.
• Coordinate appropriate Advisor Solutions resources, as needed-- including the tax liaison team, operational support, in house legal counsel and leadership, to ensure proper fiduciary responsibility is maintained.
• Manage the due diligence process on all new fiduciary appointments, including reviewing all critical documents to ensure a complete understanding of client needs and the bank's ability to meet those needs.
• Play a key role in overall client satisfaction and retention.
• Identify at-risk clients and proactively work to resolve all client issues to drive retention.
• Maintain accurate and up-to-date records of all trust activities.

Minimum Knowledge, Skills and Abilities Required:

• 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 as well as 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.

Trust Advisor Total Base Pay Range 96,500.00 - 207,500.00 USD Annual

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: or by consulting with your talent acquisition partner.

LOCATION -- Costa Mesa, California 92626