Overview In this in-office role, you will administer fiduciary accounts across trusts, investment management, and custodial services while guiding clients and internal teams. You'll partner with client teams to identify new fiduciary business and onboard clients, aligning with Truist Wealth goals. You'll ensure timely trust administration, compliance, and accuracy of document handling and tax matters. The position offers involvement in risk and regulatory processes and requires delivering clear fiduciary guidance to clients and colleagues. This is a client- and compliance-driven opportunity to shape trusted wealth management outcomes. Compensation / Benefitsmedical, dental, visionlife insurancedisability401k planvacation dayssick days ResponsibilitiesUnderstand financial and estate planning strategies and interpret fiduciary documents to deliver guidance to clients or client teamsPartner with client teams to drive fiduciary new business identification and onboardingCollaborate with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to meet clients' goalsOversee trust administration tasks including document interpretation, cash management, issue resolution, and file memorialization in iWork and Advisor DesktopCoordinate annual Reg-9 administrative review and tax matters (1099s, 1041s, etc.)Escalate matters to Risk Oversight, Legal, and Compliance as neededComplete assigned projects within business prioritiesAdhere to Truist policies and applicable laws (Reg 9, Discretionary Distribution, SOX/AML) Key requirements10+ years as a relationship manager in Fiduciary Services, Private Wealth, or Institutional Investment Management with 5+ years in Trust AdministrationStrong knowledge of estate planning, fiduciary, and tax lawsStrong analytical and issue-resolution skillsSignificant legal document interpretation skillsVery knowledgeable of banking and trust systemsIntermediate or advanced PC skills including Microsoft Office and database applicationsDemonstrated organization skills and ability to prioritize in a fast-paced environmentExcellent verbal and written communication; ability to explain complex information clearly to clients and internal partnersAbility to mentor and coach Trust Advisors and be a brand ambassador within client engagementscommunicationmentoringorganizationMicrosoft Officedatabase applicationsTrust Financial Software
Not specified in the original listing.
Not specified in the original listing.
