Fiduciary Support Specialist – Wealth Client Services

Truist; Atlanta (GA); Vor Ort; USD 60.000 - 95.000; Vollzeit

Benefits dieser Stelle

Medical

Dental

Vision

Life Insurance

Disability

401k plan

Paid vacation

Paid sick days

Paid holidays

Pension plan

Restricted stock units

Deferred compensation

Zusammenfassung

Truist Financial Corporation is seeking a Fiduciary Support Specialist to assist Wealth Advisors by coordinating personal trust administration for an affluent client portfolio. You will support client service, handle daily transactions, maintain records, and use trust systems to generate reports.

The role emphasizes relationship management, exemplary communication, and collaboration with the Wealth team; travel may be required.

Qualifikationen

• 3+ years in fiduciary support or trust-related client service experience.
• Understanding of trust and estate operations.
• Knowledge of bank policies and procedures.
• Excellent interpersonal and written communication skills.
• Ability to travel, occasionally overnight.

Aufgaben

• Prioritize relationship management by handling day-to-day transactional needs of the client base.
• Enter and maintain client records; monitor transactions and document client activity.
• Utilize trust systems to process transactions, monitor accounts, and create reports.
• Respond to client requests for information within authority levels.
• Support sales and retention by scheduling appointments and following up with clients.
• Participate in onboarding new teammates and training.
• Assist with special projects for Fiduciary Group Support Leader.
• Contribute to a positive team environment and advocate for Wealth clients.

Kenntnisse

Fiduciary support

Client service

Relationship management

Communication

Problem solving

Teamwork

Ausbildung

Undergraduate degree

Trust School attendee or graduate

Tools

Trust systems

Jobbeschreibung

Truist Financial Corporation is seeking a Fiduciary Support Specialist to assist Wealth Advisors by coordinating personal trust administration for an affluent client portfolio. You will support client service, handle daily transactions, maintain records, and use trust systems to generate reports.

The role emphasizes relationship management, exemplary communication, and collaboration with the Wealth team; travel may be required.