Fiduciary Support Specialist II

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

401k plan

Paid vacation

Paid sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation

Job summary

Truist Financial Corporation is seeking a Fiduciary Support Specialist to assist Wealth Advisors by coordinating personal trust administration for an affluent client portfolio. You will support client service, handle daily transactions, maintain records, and use trust systems to generate reports.

The role emphasizes relationship management, exemplary communication, and collaboration with the Wealth team; travel may be required.

Qualifications

• 3+ years in fiduciary support or trust-related client service experience.
• Understanding of trust and estate operations.
• Knowledge of bank policies and procedures.
• Excellent interpersonal and written communication skills.
• Ability to travel, occasionally overnight.

Responsibilities

• Prioritize relationship management by handling day-to-day transactional needs of the client base.
• Enter and maintain client records; monitor transactions and document client activity.
• Utilize trust systems to process transactions, monitor accounts, and create reports.
• Respond to client requests for information within authority levels.
• Support sales and retention by scheduling appointments and following up with clients.
• Participate in onboarding new teammates and training.
• Assist with special projects for Fiduciary Group Support Leader.
• Contribute to a positive team environment and advocate for Wealth clients.

Skills

Fiduciary support

Client service

Relationship management

Communication

Problem solving

Teamwork

Education

Undergraduate degree

Trust School attendee or graduate

Tools

Trust systems

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.

Essential Duties and Responsibilities

• Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
• Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
• Utilize various trust systems to affect transactions, monitor accounts, and create reports
• Respond to client requests for information and assistance within appropriate level of authority
• Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
• Prioritizing fiduciary activities that enable quality client interaction
• Continually render extraordinarily responsive and personal service to our Wealth Clients
• Participate in onboarding new teammates and training
• Assist with special projects for Fiduciary Group Support Leader
• Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
• Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
• Demonstrate strong knowledge of bank policy and procedures
• Strong problem-solving skills
• Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
• Excellent interpersonal and relationship management skills
• Excellent oral and written communication skills
• Exemplary customer service and professional etiquette skills
• Ability to travel, occasionally overnight

Preferred Qualifications

• Undergraduate degree
• Trust School attendee or graduate
• Fiduciary experience a plus

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work