Fiduciary Officer II

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 

If you are interested and qualified for this role, we invite you to apply.

Essential Functions/Responsibilities

• Manages Risk – Monitors and controls risk in all aspects of trust and account administration, including management and control of unique trust assets
• Customer focus – Resolves problems efficiently and effectively brought by grantors, beneficiaries and others, such as requests for discretionary distributions
• Service to clients – Administers trust accounts, ensuring client objectives are met and are consistent with the governing documents, policies and procedures, State Trust code and sound fiduciary administration principles to best serve the interests of the beneficiaries
• Account Management - Collaborate with other Fiduciary Officers and Wealth Management Coordinators on new account paperwork, closing paperwork, wire and ACH transfers, tax reporting, Charitable and non-charitable gifting, principle and income account portfolios, administrative reviews, bill pay, estimated tax payments and liabilities, ticklers, cost basis information, fee set up and modifications and all other account administration from opening to closing.
• Responsible for complete and accurate information in paper file and on trust accounting system

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Four year College Degree
• Minimum 10 years’ experience of relevant fiduciary, personal trust or trust administration
• CTFA or JD required
• Advanced technical knowledge of investments, tax, legal and Bank operations
• Current knowledge of fiduciary standards, principles and applicable laws and regulations
• Knowledge of account management practices, tasks, and tools with the ability to provide services and support to key clients
• Effective Communications and excellent organization skills
• Accuracy and Attention to detail
• Understands and controls risk in all aspects of account administration
• Proficient in Word, Excel and Outlook

Preferred Knowledge and Skills

Level of Complexity and Scope

• Serve on Administration Committee

Degree of Independence and Decision-Making

• Works with limited supervision

Required Supervisory Responsibilities

• Oversight of all daily activities of Wealth Management Coordinators

Physical Requirements

• Occasionally lifts and carries up to 20 lbs
• Frequently lifts and carries up to 10 lbs
• Frequently sits, stands and drives

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

• Pay Range: $100,000/year - $126,000.00/year

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. 

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.