Fiduciary Support Specialist II

Jobtailor; Charlotte (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor in Charlotte, NC seeks a Fiduciary Support Specialist to assist affluent clients with personal trust administration and to support Trust Advisors. The role collaborates with Wealth team members to deliver high-level client service and to facilitate daily transactions.

The position emphasizes accurate record-keeping, timely data monitoring, and effective use of trust systems to generate reports and respond to client inquiries. Teamwork and professional etiquette are essential.

Qualifications

• 3+ years in fiduciary support or related client service experience in banking/investment/financial planning.
• Understanding of trust/estate operating systems and bank policy knowledge.
• Strong interpersonal and written communication skills.

Responsibilities

• Support coordinated delivery of personal trust administration for affluent clients.
• Provide client support to Trust Advisors.
• Coordinate with Wealth team members to provide high-level client service.
• Facilitate day-to-day client transactions (deposits, distributions, payments, transfers, etc.).
• Enter and maintain client records and documentation.
• Monitor client transactions and data for accuracy and timeliness.
• Use trust systems to process transactions, monitor accounts, and create reports.
• Respond to client requests for information within authority.
• Support sales and retention through appointments, follow-up calls, and meeting prep.
• Participate in onboarding and training new teammates.
• Advocate for Wealth clients with other business units and contribute to a cooperative team environment.

Skills

Fiduciary Support Experience

Trust Systems Proficiency

Client Relationship Management

Problem-Solving Skills

Excellent Communication Skills

Team Collaboration

Customer Service Skills

Tools

Trust Systems

Job description

• Support the coordinated delivery of personal trust administration for affluent clients
• Provide client support to Trust Advisors
• Coordinate with Wealth team members, including Advisors and Planners, to provide high-level client service
• Facilitate day-to-day client transactions, including deposits, distributions, payments, transfers, and other routine transactions
• Enter and maintain client records and documentation
• Monitor client transactions and data for accuracy and timeliness
• Use trust systems to process transactions, monitor accounts, and create reports
• Respond to client requests for information and assistance within appropriate authority
• Support sales and retention efforts through appointment scheduling, follow-up calls, and client meeting preparation
• Prioritize fiduciary activities that enable quality client interaction
• Participate in onboarding and training new teammates
• Assist with special projects for the Fiduciary Group Support Leader
• Advocate for Wealth clients with other business units and contribute to a cooperative team environment

Requirements

• 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
• Understanding of operating systems unique to the line of business, including trust and estate
• Strong knowledge of bank policy and procedures
• Strong problem-solving skills
• Ability to contribute to a positive team environment and 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
• English language fluency required

Core Competencies

Demonstrates expertise in personal trust administration and client support for affluent clients, with a strong focus on fiduciary activities, relationship management, and effective communication. Proficient in using trust systems for transaction processing and account monitoring while ensuring compliance with bank policies and procedures.

Highest-signal resume keywords

• Fiduciary Support Experience
• Trust Systems Proficiency
• Client Relationship Management
• Problem-Solving Skills
• Excellent Communication Skills

ATS Optimization Keywords

Hard Skills

• Trust Administration
• Client Transaction Processing
• Data Monitoring
• Record Maintenance
• Bank Policy Knowledge

Soft Skills

• Interpersonal Skills
• Team Collaboration
• Customer Service Skills
• Professional Etiquette
• Positive Team Environment Contribution

Industry Keywords

• Fiduciary Activities
• Wealth Management
• Financial Planning
• Investment Services
• Client Support

Tools & Technologies

• Trust Systems