Trust Advisor III (Private Banking)

Location: Columbus, Ohio, United States. Workplace type: Office.

Company

hirify.global provides private banking and fiduciary trust services to clients.

What you will do

• Administer assigned Wealth & Investment trust and estate accounts with moderate to high complexity.
• Serve as the primary contact for co-fiduciaries, beneficiaries, advisors, and other interested parties.
• Provide operating instructions and procedures to trust support staff.
• Coordinate administrative functions with internal and external stakeholders.
• Develop new relationships, retain existing customers, and cross-sell services to expand customer relationships.
• Maintain relationships with attorneys, accountants, insurance agents, and financial planners, and participate in internal trust committees as assigned.

Requirements

• Bachelor's degree.
• Five or more years of moderate to complex trust administration experience.
• Excellent written and verbal communication skills, professional grammar, and professional demeanor.
• Comfort participating in client meetings.
• PC and internet proficiency, with the ability to multitask.
• Ability to work in the Columbus, Ohio office.

Nice to have

• Juris Doctor or Certified Trust and Fiduciary Advisor designation.
• Experience serving high-net-worth banking customers.
• Financial advisory or sales experience in banking, investment, or insurance products and services.
• Knowledge of Private Financial Group products.

Culture & Benefits

• Works as part of the Huntington Private Bank client relationship team.
• Partners with Private Bank colleagues across business segments.
• Office-based workplace with specific work arrangements provided by the hiring team.
• Exempt position and not eligible for overtime pay.