Senior Fiduciary & Wealth Client Support

Truist; Coral Gables (FL); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision benefits

401k plan

Paid vacation

Disability insurance

Descripción de la vacante

Truist Wealth in Coral Gables, FL is seeking a Regular Fiduciary Support Specialist to assist Trust Advisors and coordinate service for affluent clients. You will support the Wealth team, handle fiduciary activities, and ensure accurate client records and timely transactions.

Responsibilities include processing deposits and transfers, maintaining documentation, preparing reports, and supporting onboarding of teammates while delivering highly responsive, personalized service to wealth clients.

Formación

• 3+ years in fiduciary support or related client-service roles
• Understanding of trust and estate operations and related systems
• Strong knowledge of bank policies and procedures
• Excellent interpersonal and written communication skills
• Ability to travel, occasionally overnight
• Fiduciary experience is a plus

Responsabilidades

• Prioritize relationship management by handling day-to-day client needs and routine transactions
• Enter and maintain client records and monitor transactions for accuracy
• Utilize trust systems to process transactions, monitor accounts, and generate reports
• Respond to client requests within appropriate authority
• Support sales and retention by scheduling calls and meetings
• Prioritize fiduciary activities to enable quality client interaction
• Provide highly responsive and personalized service to wealth clients
• Assist onboarding of new teammates and training
• Support special projects for Fiduciary Group Support Leader
• Foster a positive team environment and advocate for wealth clients across units

Conocimientos

Relationship management

Customer service

Interpersonal skills

Communication skills

Team collaboration

Problem solving

Attention to detail

Willingness to travel

Educación

Undergraduate degree

Herramientas

Trust systems

Descripción del empleo

Truist Wealth in Coral Gables, FL is seeking a Regular Fiduciary Support Specialist to assist Trust Advisors and coordinate service for affluent clients. You will support the Wealth team, handle fiduciary activities, and ensure accurate client records and timely transactions.

Responsibilities include processing deposits and transfers, maintaining documentation, preparing reports, and supporting onboarding of teammates while delivering highly responsive, personalized service to wealth clients.