Fiduciary Support Specialist II Elite Wealth Client Service

RiseMe; Winter Park (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) plan

Paid vacation

Job summary

Truist Financial Corporation seeks a Fiduciary Support Specialist to coordinate personal trust administration for a demanding affluent client portfolio. You will support Trust Advisors and collaborate with the Wealth team to deliver exceptional service.

Responsibilities include handling routine transactions, maintaining client records, and using trust systems to generate reports. Candidates should have strong communication, problem-solving, and relationship skills, with occasional travel.

Qualifications

• 3+ years fiduciary support or related client service experience in banking/financial services.
• Strong understanding of trust/estate operations and bank policies/procedures.
• Exemplary customer service and professional etiquette with high attention to detail.

Responsibilities

• Prioritize relationship management and coordinate day-to-day transactional needs for affluent clients.
• Enter and maintain client records and monitor transactions for accuracy and timeliness.
• Utilize trust systems to effect transactions, monitor accounts, and generate reports.
• Respond to client information requests within authority and maintain records.

Skills

Customer service

Relationship management

Communication (oral and written)

Problem solving

Team collaboration

Travel willingness

Education

Bachelor's degree

Trust School attendee/graduate

Job description

Truist Financial Corporation seeks a Fiduciary Support Specialist to coordinate personal trust administration for a demanding affluent client portfolio. You will support Trust Advisors and collaborate with the Wealth team to deliver exceptional service.

Responsibilities include handling routine transactions, maintaining client records, and using trust systems to generate reports. Candidates should have strong communication, problem-solving, and relationship skills, with occasional travel.