Fiduciary Support Specialist - part-time

Truist Financial; Gainesville (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

401(k) plan

Vacation days

Sick days

Paid holidays

Job summary

Truist Financial seeks a client-focused professional to support personal trust administration for a portfolio of affluent clients in Gainesville, FL. You will assist Trust Advisors and coordinate with Wealth team members to deliver high-level service.

Responsibilities include processing routine client transactions, maintaining records, using trust systems, and supporting sales and client meetings while upholding fiduciary standards and dedicated service. Some travel may be required.

Qualifications

• Undergraduate degree or 1+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Flexible; able to adapt to change and prioritize in a fast-paced environment with multiple priorities.
• Demonstrate strong knowledge of bank policy and procedures.
• Strong problem-solving skills.
• Contributes to a positive team environment that fosters cooperation, trust and One Team value.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Exemplary customer service and professional etiquette.
• Ability to travel, occasionally overnight.

Responsibilities

• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Enter and maintain client records including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintain documentation of client transactions.
• Utilize trust systems to effect transactions, monitor accounts, and create reports.
• Respond to client requests for information and assistance within appropriate level of authority.
• Support sales and retention by scheduling appointments, conducting follow-up calls, and client meeting preparation.
• Prioritize fiduciary activities that enable quality client interaction.
• Assist with special projects for Fiduciary Group Support Leader.
• Continually render responsive and personal service to Wealth Clients.
• Contribute to a positive team environment and act as an effective advocate for Wealth clients with other business units.

Skills

Banking experience

Organizational skills

Adaptability

Policy knowledge

Problem solving

Team collaboration

Interpersonal skills

Communication

Customer service

Travel flexibility

Education

Undergraduate degree or 1+ years banking experience

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.

• Facilitate 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 including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintains 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
• Assist with special projects for Fiduciary Group Support Leader
• Continually render extraordinarily responsive and personal service to our Wealth Clients
• 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:

• Undergraduate degree or 1+ years of banking experience
• Excellent organizational skills with the ability to work on numerous tasks simultaneously
• Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
• 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

• 3 years of previous banking or other financial institutional experience
• Trust school candidate or graduate

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the 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. For more details on Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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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