Trust Advisor III

Description

Summary:

The Trust Advisor III (TA III) is a member of the Huntington Private Bank client relationship team responsible for administration of accounts where the bank serves in a fiduciary capacity. The TA III manages a book of trust relationships and serves as the primary point of contact for co-fiduciaries, beneficiaries and advisors. The TA III partners with other Private Bank team members to provide our full array of services to Private Bank clients.

Duties and Responsibilities:

Responsible for the complete administration of assigned Wealth & Investment trust and estate accounts of moderate to high complexity.

Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships.

Coordinates administrative functions with internal and external parties with a defined interest in any aspect of the trust relationship.