Fiduciary Support Specialist II - Wealth Client Services

Truist; Orlando (FL); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) plan

Paid time off

Job summary

Truist is seeking a Fiduciary Support Specialist to assist with coordinating personal trust administration for an affluent client portfolio. You will support Trust Advisors, handle routine transactions, and coordinate with the Wealth team to deliver exceptional service.

The role requires 3+ years in fiduciary or related client services, solid understanding of trust operations, and strong communication. Some travel may be required to support clients and teams.

Qualifications

• 3+ years in fiduciary or related client services roles.
• Understanding of trust and estate operations and bank policy.
• Excellent oral and written communication and customer service.
• Ability to travel occasionally overnight.

Responsibilities

• Support delivery of personal trust administration for affluent clients.
• Provide client support to Trust Advisors and Wealth team members.
• Process core transactions and maintain accurate client records.
• Schedule appointments and prepare client meeting materials.
• Contribute to onboarding and training of teammates.
• Collaborate with other business units to deliver high service levels.

Skills

Fiduciary support

Trust experience

Customer service

Relationship management

Problem-solving

Communication

Teamwork

Interpersonal skills

Travel flexibility

Education

Undergraduate degree

Trust School attendee/graduate

Tools

Trust systems

Job description

Truist is seeking a Fiduciary Support Specialist to assist with coordinating personal trust administration for an affluent client portfolio. You will support Trust Advisors, handle routine transactions, and coordinate with the Wealth team to deliver exceptional service.

The role requires 3+ years in fiduciary or related client services, solid understanding of trust operations, and strong communication. Some travel may be required to support clients and teams.