Fiduciary Support Specialist II

Truist; Richmond (VA); On-site; USD 58,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Paid vacation and holidays

Sick days

Job summary

Truist is seeking a Fiduciary Support Specialist in the Richmond, VA area to assist with delivering trust administration for a portfolio of affluent clients. You will support Trust Advisors and coordinate with the Wealth team to provide an exceptionally high level of service.

Responsibilities include processing routine transactions, maintaining client records, and generating reports. A 3+ year track record in fiduciary or related client service is required, with travel as needed.

Qualifications

• 3+ years in fiduciary support or related client service roles.
• Understanding of operating systems for trust and estate.
• Knowledge of bank policies and procedures.
• Strong problem-solving skills.
• Team-oriented with One Team mindset.
• Excellent interpersonal and written/oral communication skills.
• Ability to travel, occasionally overnight.

Responsibilities

• Prioritize relationship management by handling day-to-day client needs (deposits, distributions, payments, transfers).
• Enter and maintain client records; monitor transactions and data accuracy.
• Utilize trust systems to process transactions, monitor accounts, and generate reports.
• Respond to client requests within authorized levels.
• Support sales/retention by scheduling appointments and preparing meetings.
• Contribute to fiduciary activities that enable quality client interactions.
• Onboard new teammates and participate in training.
• Assist with special projects for Fiduciary Group Support Leader.
• Foster a positive team environment and advocate for Wealth clients across units.

Skills

Fiduciary Support

Relationship Management

Communication Skills

Team Orientation

Problem Solving

Education

Undergraduate degree

Fiduciary School attendee

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

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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

Qualifications

Required Qualifications:

• 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

The annual base salary for this position is $58,000-70,000 per year.

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

• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a 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.

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