First Financial Bank · 2 days ago
Fiduciary Officer II
OH - Cincinnati - 4th Street
Full-time
Onsite
Senior Level, Lead/Staff
$100K/yr - $126K/yr
10+ years expFirst Financial Bank is seeking a Fiduciary Officer II to join their team in Cincinnati, OH. This role is responsible for the efficient administration of Trust Accounts and providing expert advice on estate planning and trust administration, ensuring compliance with legal requirements and high-level customer service to clients.
BankingCreditDebit CardsFinanceFinancial ServicesLending
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
Qualification
Required
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
Benefits
Relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing.
Company
First Financial Bank
First Financial Bank has been in the business of client service and success for more than 150 years.
1001-5000 employees
H1B Sponsorship
First Financial Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2022 (1)
2021 (2)
Funding
Current Stage
Public CompanyTotal Funding
$300M2025-11-06Post Ipo Debt· $300M
1983-12-30IPO
Leadership Team
Rick Dennen
Chief Corporate Banking Officer
Recent News
Retail Banker International
2026-01-05
2026-01-03
2026-01-03
Company data provided by crunchbase