Fiduciary Support Specialist II - Wealth Client Services

Truist; Fort Lauderdale (FL); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Job summary

Truist is seeking a Fiduciary Support Specialist to assist Wealth Advisors in delivering high-value trust services to affluent clients. You will coordinate with the Wealth team and ensure accurate client records, timely transactions, and responsive service.

The role emphasizes relationship management, daily processing, and collaborative support across the Wealth group. Travel may be required occasionally and English language fluency is required.

Qualifications

• 3+ years in fiduciary support, trust or related client service experience
• Understanding of trust and estate operating systems
• Knowledge of bank policies and procedures
• Strong problem-solving skills
• Positive team player
• Excellent interpersonal and written communication skills
• Willingness to travel occasionally

Responsibilities

• Prioritize relationship management and facilitate day-to-day transactional needs for clients (deposits, distributions, payments, transfers)
• Enter and maintain client records with accuracy and timeliness
• Use trust systems to process transactions, monitor accounts and generate reports
• Respond to client information requests within authorized limits
• Support sales and retention with appointments, follow-ups, and meeting prep
• Contribute to fiduciary activities and high-quality client interactions
• Assist onboarding of new teammates and training
• Support Fiduciary Group Leader with special projects
• Foster a positive team environment and advocate for clients with other units

Skills

Trust experience

Client service

Problem solving

Teamwork

Communication

Attention to detail

Customer service

Education

Undergraduate degree

Trust School attendee

Job description

Truist is seeking a Fiduciary Support Specialist to assist Wealth Advisors in delivering high-value trust services to affluent clients. You will coordinate with the Wealth team and ensure accurate client records, timely transactions, and responsive service.

The role emphasizes relationship management, daily processing, and collaborative support across the Wealth group. Travel may be required occasionally and English language fluency is required.