Senior Fiduciary & Trust Support Specialist

Truist; Coral Gables (FL); On-site; USD 60,000 - 75,000; Full time

Job summary

Truist is seeking a Fiduciary Support Specialist to assist Trust Advisors in delivering high‑level service to affluent clients in a wealth management setting. You will help coordinate with the Wealth team and maintain client records, process routine transactions, and respond to client requests with professionalism.

You will support onboarding of teammates, handle fiduciary activities, and contribute to a strong, collaborative team culture that focuses on client satisfaction and accurate

Qualifications

• 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
• Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
• 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
• Ability to travel, occasionally overnight

Responsibilities

• Prioritize relationship management activities by facilitating the 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, monitor client transactions and client data for accuracy and timeliness and maintain 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
• Continually render extraordinarily responsive and personal service to our Wealth Clients
• Participate in onboarding new teammates and training
• Assist with special projects for Fiduciary Group Support Leader
• 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

Skills

Trust experience

Banking knowledge

Relationship management

Communication skills

Problem solving

Travel ability

Education

Undergraduate degree

Trust School attendance/graduate

Fiduciary experience

3+ years fiduciary support experience

Job description

Truist is seeking a Fiduciary Support Specialist to assist Trust Advisors in delivering high‑level service to affluent clients in a wealth management setting. You will help coordinate with the Wealth team and maintain client records, process routine transactions, and respond to client requests with professionalism.

You will support onboarding of teammates, handle fiduciary activities, and contribute to a strong, collaborative team culture that focuses on client satisfaction and accurate