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Trust Administration Advisor
Location
Florida + 3 moreAll locations: Florida | North Carolina | Tennessee | Virginia
Posted
114 days ago
Salary
0
Seniority
Lead
Job Description
Trust Administration Advisor
Truist
• Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts • Manages a portfolio of varying accounts in levels of complexity and asset size • Understands and is conversant with financial and estate planning strategies • Partners with client teams to help drive fiduciary new business identification and onboarding • Meets or exceeds client service standards by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors • Ensures trust administrative duties are completed effectively and efficiently • Coordinates annual Reg-9 administrative review resolution • Responsible for the proper escalation of matters to various internal parties • Responsible for the completion of projects as determined by the line of business • Conforms to Truist policies and procedures
Job Requirements
- 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration
- Strong knowledge of estate planning, fiduciary and tax laws
- Strong analytical skills including issue identification and resolution
- Significant legal document interpretation skills
- Very knowledgeable of banking and trust systems
- Intermediate or advanced PC skills including standard Microsoft Office products and database applications
- Demonstrated organization skills and ability to prioritize work in a fast-paced environment
- Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners
- Ability to mentor and informally coach Trust Advisors and other members of the team
Benefits
- medical, dental, vision, life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- 10 days of vacation (prorated)
- 10 sick days (also prorated)
- paid holidays
- defined benefit pension plan (depending on position)
- restricted stock units (depending on position)
- deferred compensation plan (depending on position)
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