Senior Trust Administration & Fiduciary Advisor
Truist
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Benefits offered by this job
Job summary
Truist Financial Corporation seeks an experienced fiduciary services professional to oversee wealth trust accounts, including personal and special needs trusts. You will manage a diverse client portfolio, interpret complex fiduciary documents, and work with teams to meet tax, estate and banking goals.
The role requires 10+ years in fiduciary wealth with 5+ years in trust administration, plus strong communication and mentoring skills.
Qualifications
- 10+ years as a relationship manager in Fiduciary/Wealth industry with 5+ years in Trust Admin.
- Deep knowledge of estate planning, fiduciary and tax laws.
- Strong analytical skills and legal document interpretation ability.
- Excellent verbal and written communication; mentor to peers.
- Experience with Trust Financial Software and related systems.
Responsibilities
- Applies fiduciary expertise to deliver client-focused trust guidance.
- Onboards new fiduciary clients and coordinates with client teams.
- Meets service standards with Advisors, PMs, and Wealth Strategists.
- Oversees trust administration, documents, and memorialization in systems.
- Coordinates annual Reg-9 reviews and tax matters (1099s, 1041s).
- Escalates issues to Risk, Legal, and Compliance as needed.
- Completes projects per line of business; complies with policies.
Skills
Education
Tools
Job description
Truist Financial Corporation seeks an experienced fiduciary services professional to oversee wealth trust accounts, including personal and special needs trusts. You will manage a diverse client portfolio, interpret complex fiduciary documents, and work with teams to meet tax, estate and banking goals.
The role requires 10+ years in fiduciary wealth with 5+ years in trust administration, plus strong communication and mentoring skills.
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