Fiduciary Officer
Raleigh, NC · Hybrid
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...
Raleigh, NC · Hybrid
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...
Raleigh, NC · Hybrid
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...
Raleigh, NC · On-site
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...
Raleigh, NC · On-site
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...
Raleigh, NC · Hybrid
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...
Raleigh, NC · Hybrid
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned ...
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist, trust experience ...
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist, trust experience ...
Raleigh, NC · On-site
$132K - $133K/yr
The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring ...
Raleigh, NC · On-site
$132K - $133K/yr
The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring ...
$132K - $133K/yr
The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring ...
$132K - $133K/yr
The Senior Trust Advisor will provide expertise and fiduciary thought leadership, delivering high-quality fiduciary solutions to clients. This role involves managing personal trusts, ensuring ...
JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial ...
JOB SUMMARY Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial ...
JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight ...
JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight ...
JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight ...
JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight ...
Chapel Hill, NC · On-site
Stay at the forefront of industry trends, tax law changes, and fiduciary best practices What You'll Do: * Maintain and deepen relationships with existing and prospective wealth management clients ...
Chapel Hill, NC · On-site
Stay at the forefront of industry trends, tax law changes, and fiduciary best practices What You'll Do: * Maintain and deepen relationships with existing and prospective wealth management clients ...
Chapel Hill, NC · On-site
Stay at the forefront of industry trends, tax law changes, and fiduciary best practices What You'll Do: * Maintain and deepen relationships with existing and prospective wealth management clients ...
Chapel Hill, NC · On-site
Stay at the forefront of industry trends, tax law changes, and fiduciary best practices What You'll Do: * Maintain and deepen relationships with existing and prospective wealth management clients ...
Lead client review meetings, presenting plan performance, fiduciary updates, and strategic recommendations * Proactivelyidentifyand address client needs, concerns, and opportunities ...
Lead client review meetings, presenting plan performance, fiduciary updates, and strategic recommendations * Proactivelyidentifyand address client needs, concerns, and opportunities ...
Cary, NC · On-site
Legal & Fiduciary Oversight: Lead end-to-end accountability for Legal & Integrity fiduciary duties, corporate governance, and compliance for all U.S. legal entities, including corporate secretarial ...
Cary, NC · On-site
Legal & Fiduciary Oversight: Lead end-to-end accountability for Legal & Integrity fiduciary duties, corporate governance, and compliance for all U.S. legal entities, including corporate secretarial ...
Legal & Fiduciary Oversight: Lead end-to-end accountability for Legal & Integrity fiduciary duties, corporate governance, and compliance for all U.S. legal entities, including corporate secretarial ...
Legal & Fiduciary Oversight: Lead end-to-end accountability for Legal & Integrity fiduciary duties, corporate governance, and compliance for all U.S. legal entities, including corporate secretarial ...
Raleigh, NC · On-site
$55K - $85K/yr
We are a 23-year established insurance and fiduciary-based financial services firm preparing for a planned leadership transition. Our current financial services leader -- a proven and respected ...
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Raleigh, NC · On-site
$55K - $85K/yr
We are a 23-year established insurance and fiduciary-based financial services firm preparing for a planned leadership transition. Our current financial services leader -- a proven and respected ...
Specifically, federal and state individual and fiduciary tax returns. * Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S ...
Specifically, federal and state individual and fiduciary tax returns. * Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S ...
Specifically, federal and state individual and fiduciary tax returns. * Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S ...
Specifically, federal and state individual and fiduciary tax returns. * Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S ...
This roleis responsible forproviding administrative and operational support for the management of fiduciary accounts. The Associate Trust Administrator partners with Trust Administrators, Trust ...
This roleis responsible forproviding administrative and operational support for the management of fiduciary accounts. The Associate Trust Administrator partners with Trust Administrators, Trust ...
Minimum 3-5 years fiduciary client service/sales experience preferred. * CTFA or other professional designation, obtained or working toward, preferred. * Significant experience and expertise within ...
Minimum 3-5 years fiduciary client service/sales experience preferred. * CTFA or other professional designation, obtained or working toward, preferred. * Significant experience and expertise within ...
Raleigh, NC · On-site +1
$82K - $150K/yr
Responsible for handling Management Liability Claims (EPL, D&O, Fiduciary and Crime) for Private and Non-Profit businesses based on Claim Guidelines * Within authority limit, thoroughly analyze ...
Raleigh, NC · On-site +1
$82K - $150K/yr
Responsible for handling Management Liability Claims (EPL, D&O, Fiduciary and Crime) for Private and Non-Profit businesses based on Claim Guidelines * Within authority limit, thoroughly analyze ...
$127.3K - $141.7K
11% of jobs
$141.7K - $156.1K
11% of jobs
$159.1K is the 25th percentile. Wages below this are outliers.
$156.1K - $170.5K
11% of jobs
$170.5K - $184.9K
0% of jobs
$184.9K - $199.4K
0% of jobs
$199.4K - $213.8K
0% of jobs
$213.8K - $228.2K
9% of jobs
The median wage is $234.8K / yr.
$228.2K - $242.6K
14% of jobs
$242.6K - $257K
14% of jobs
$260K is the 75th percentile. Wages above this are outliers.
$257K - $271.4K
13% of jobs
$271.4K - $285.8K
14% of jobs
$127.3K
$219.5K
$285.8K
Fiduciaries may serve a wide range of clients including individuals, families, trusts, pension funds, or nonprofit organizations, and the specific client base often shapes the fiduciary's daily duties. For example, working with individual clients can involve detailed financial planning, estate management, and regular client meetings, while managing institutional portfolios might focus more on compliance oversight and large-scale investment strategies. The need to tailor services based on each client's objectives means fiduciaries must balance multiple tasks and maintain a high level of organization. This dynamic environment offers variety and challenge, helping professionals develop expertise in client service, asset management, and regulatory navigation.
A fiduciary is a person or entity entrusted with the legal and ethical responsibility to act in the best interests of another party. This role is common in financial services, estate planning, and law, where fiduciaries manage assets, provide investment advice, or oversee trusts. Fiduciaries are legally required to prioritize their clients' interests above their own, avoiding conflicts of interest and ensuring transparency. Their duties typically include financial decision-making, asset management, and acting with loyalty and care.
To succeed as a Fiduciary, you need a solid understanding of financial management, regulatory compliance, and ethical standards, often supported by relevant degrees or certifications such as CFP or CPA. Familiarity with portfolio management software, trust accounting systems, and compliance monitoring tools is typically required. Strong interpersonal skills, attention to detail, and trustworthy communication help fiduciaries build lasting client relationships. These competencies are critical for responsibly managing assets and maintaining clients' best interests in a highly regulated environment.

7.4
Based on 106 frontline employees who took The Breakroom Quiz
108th of 170 rated banks
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
Provides ongoing fiduciary monitoring and administration of accounts to achieve full compliance and identify potential risks. Responsible for relationship management and administration of assigned accounts. Serves as the administrative partner to the relationship management team. Tracks distributions, fees, discretionary requests, and other activities associated with account activity. Leads in account acceptance review, onboarding, and asset transition. Ensures accounts are properly documented and adhere to regulatory standards. This position may administer and manage smaller trust accounts across the entire bank footprint, which may limit client interaction to virtual.
This position may be filled as a Fiduciary Officer level I or II based on the skills and experience of the selected candidate.
Bachelor's Degree and 2 years of experience (Fiduriay Officer I) or 4 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 6 years of experience (Fiduciary Officer I) or 8 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning
Preferred Skills: National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA. Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
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Qualifications:Bachelor's Degree and 2 years of experience (Fiduriay Officer I) or 4 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning OR High School Diploma or GED and 6 years of experience (Fiduciary Officer I) or 8 years of experience (Fiduciary Officer II) in Trust Administration, Estate Planning, or Financial Planning
Preferred Skills: National Trust School or other certifications specific to Personal Trust Fiduciary such as CTFA. Knowledge of trust systems, risk mitigation, and various types of Fiduciary accounts.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.
#LI-JW2
Education:UNAVAILABLEEmployment Type: FULL_TIMEGet the full story on Breakroom