Trust Associate

Job description

About the Role: The Trust Associate plays a vital support role within the Trust Administration team, working closely with Trust Officers to deliver high-quality fiduciary service to our clients. This position supports daily trust administration activities, organizes complex estate planning documentation, and helps ensure efficient, proactive client service across the department. The ideal candidate is detail-oriented, organized, and enthusiastic about helping clients and teammates succeed. This position requires on-site attendance five days per week in our Cincinnati, OH office for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day. The Impact You’ll Make: Administrative & Fiduciary Support Support Trust Officers in implementing clients’ trust and estate strategies. Process routine and ad‑hoc money movement requests, including disbursements, remittances, ACH transfers, and wire requests in accordance with internal controls and trust provisions. Assist in coordinating and documenting annual a...