Fiduciary Support Specialist II - Wealth Client Services

Truist; Atlanta (GA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life Insurance

Disability insurance

401k plan

Paid vacation & sick days

Paid holidays

Job summary

Truist is seeking a Fiduciary Support Specialist to help deliver high-level personal trust services to a sophisticated client base. You will support Trust Advisors and coordinate with Wealth team members to ensure seamless service.

Ideal candidates bring 3+ years in fiduciary or related client service roles, a strong understanding of trust operations, and excellent communication. Travel may be required as part of servicing affluent clients.

Qualifications

• 3+ years in fiduciary support or related client service roles.
• Understanding of trust and estate operations within banking/financial services.

Responsibilities

• Prioritize relationship management by handling day-to-day client needs (deposits, distributions, payments, transfers).
• Enter and maintain client records, monitor transactions, and document activities.
• Use trust systems to process transactions, monitor accounts, and generate reports.
• Respond to client information requests within authority level.
• Support sales and retention by scheduling appointments and preparing meetings.
• Foster fiduciary activities that enable quality client interaction.
• Support onboarding and training for new teammates.
• Assist with special projects for Fiduciary Group Leader.
• Promote a collaborative, client-focused team environment.

Skills

Trust experience

Fiduciary operations

Client service

Relationship management

Problem solving

Communication skills

Travel flexibility

Education

Undergraduate degree

Trust School attendee/graduate

Tools

Trust systems

Job description

Truist is seeking a Fiduciary Support Specialist to help deliver high-level personal trust services to a sophisticated client base. You will support Trust Advisors and coordinate with Wealth team members to ensure seamless service.

Ideal candidates bring 3+ years in fiduciary or related client service roles, a strong understanding of trust operations, and excellent communication. Travel may be required as part of servicing affluent clients.