Fiduciary Advisor I

Fiduciary Advisor I responsible for supporting fiduciary decision-making, administering fiduciary accounts, and growing the fiduciary book of business. Delivers analysis and recommendations to senior management, customizes client communications to meet needs, and maintains compliance with legal and fiduciary regulations. Meets with clients in person and remotely as needed, manages risk, resolves issues, and works with beneficiaries and gatekeepers to preserve and grow assets under management within the Private Bank platform. Key responsibilities include administering accounts per documents and state law, preparing presentations for committees, and providing high-quality client experience, while leveraging skills in decision making, finance strategy, investment management, and risk assessment.