- Job title: Trust Administration Advisor - Salary: Competitive, based on experience and qualifications - Experience: 10 years in Fiduciary Services, Private Wealth, or Institutional Investment Management with 5 years in Trust Administration - Location: Remote, preferably within the geography of Truist (Charlotte, NC; Atlanta, GA; Nashville, TN; Orlando, FL; Richmond, VA) - Date posted: 03/28/2024
Essential Duties and Responsibilities:
- Administer and provide fiduciary advice for various types of Wealth trust accounts - Manage a portfolio of accounts with varying levels of complexity and asset size - Partner with client teams to drive new business identification and onboarding - Meet or exceed client service standards by collaborating with internal and external partners to define and meet clients' goals and objectives - Ensure trust administrative duties are completed effectively and efficiently - Coordinate annual Reg-9 administrative review and tax matters for assigned accounts - Escalate matters to internal parties as needed - Conform to company policies and procedures, applicable laws, and the terms of underlying documents
Qualifications:
Required: - 10 years experience as a relationship manager in Fiduciary Services, Private Wealth, or Institutional Investment Management with 5 years in Trust Administration - Strong knowledge of estate planning, fiduciary, and tax laws - Strong analytical and legal document interpretation skills - Knowledgeable of banking and trust systems - Intermediate or advanced PC skills, including Microsoft Office and database applications - Demonstrated organization skills and ability to prioritize in a fast-paced environment - Excellent verbal and written communication skills - Ability to mentor and coach team members
Preferred: - Undergraduate degree in business, accounting, Fiduciary Administration, or related field - Advanced degree or certification (e.g. JD, MBA, CFP, CPA, CTFA) - Experience with Trust Financial Software
Benefits: - Medical, dental, and vision insurance - Life insurance - Disability and accidental death and dismemberment coverage - Tax-preferred savings accounts - 401k plan - Paid vacation, sick days, and holidays - Additional benefits may be available based on position and division of work
Truist is committed to diversity and is an Equal Opportunity Employer that does not discriminate against individuals based on race, gender, color, religion, citizenship, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is also a Drug Free Workplace.
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