Fiduciary Team Leader: Trust Admin & Risk Oversight

Truist; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Vacation days

Sick days

Paid holidays

Job summary

Truist in-office leadership role overseeing Trust Administration and client delivery within the fiduciary segment. Reports to the Fiduciary Director and leads a team of Trust Advisors and Client Service Specialists to ensure compliant, timely execution of activities.

The role requires extensive experience in Personal Trust, along with strong leadership and communication skills to manage competing deadlines and cross-functional collaboration with Risk, Legal, and Compliance teams.

Qualifications

• College Degree with emphasis on Business or Finance.
• Significant experience (over 10 years) in Trust Administration and Fiduciary oversight.
• Familiarity with state laws governing Personal Trust accounts.
• Strong leadership and deadline management abilities.
• Proven communication skills with partners and peers.

Responsibilities

• Deliver Trust Administration and client activities per governing instruments and laws.
• Coach and oversee Center Trust Advisors and Client Service Specialists.
• Coordinate Risk, Compliance and Oversight activities with Fiduciary Director and partners.
• Lead management routines and projects for the Advisory Center line of business.
• Address client or teammate escalations and escalate to Fiduciary Director when needed.

Skills

Leadership

Communication

Fiduciary oversight

Trust Administration knowledge

Education

Bachelor's degree in Business or Finance

Tools

Computer systems proficiency

Job description

Truist in-office leadership role overseeing Trust Administration and client delivery within the fiduciary segment. Reports to the Fiduciary Director and leads a team of Trust Advisors and Client Service Specialists to ensure compliant, timely execution of activities.

The role requires extensive experience in Personal Trust, along with strong leadership and communication skills to manage competing deadlines and cross-functional collaboration with Risk, Legal, and Compliance teams.