Senior Trust Administration & Fiduciary Advisor

Truist Financial Corporation; Raleigh (NC); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Truist is seeking an experienced Wealth Trust Administrator to oversee fiduciary accounts including personal, special needs, and guardianship trusts. You will manage complex portfolios, interpret governing documents, and coordinate tax matters, ensuring compliant and efficient trust administration.

The role requires deep knowledge of estate planning and fiduciary law, with strong communication skills to work with clients and internal partners.

Qualifikationen

• 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
• Strong knowledge of estate planning, fiduciary and tax laws.
• Strong analytical skills including issue identification and resolution.
• Significant legal document interpretation skills.
• Very knowledgeable of banking and trust systems.
• Intermediate or advanced PC skills including Microsoft Office and databases.
• Demonstrated organization skills and ability to prioritize in a fast-paced environment.
• Excellent verbal and written communication skills; able to explain complex information clearly.
• Ability to mentor and informally coach Trust Advisors and be a brand ambassador.

Aufgaben

• Understands and interprets financial and estate planning concepts to provide fiduciary advice to clients or teams.
• Partners with client teams to drive fiduciary new business identification and onboarding.
• Meets client service standards by collaborating with Advisors, Portfolio Managers, Wealth Strategists, and external advisors.
• Ensures trust administration tasks are completed, including document review and memorialization in systems.
• Coordinates annual regulatory reviews and tax matters for accounts (1099s, 1041s).
• Escalates matters to Risk, Legal, and Compliance as needed.
• Completes projects as assigned by the line of business.
• Adheres to Truist policies and regulatory requirements.

Kenntnisse

Relationship management

Estate planning

Tax laws

Analytical skills

Legal document interpretation

Banking systems

PC skills

Organization

Verbal and written communication

Mentoring

Ausbildung

Undergraduate degree

Advanced degree or certification

Trust software experience

Tools

Trust Financial Software

Jobbeschreibung

Truist is seeking an experienced Wealth Trust Administrator to oversee fiduciary accounts including personal, special needs, and guardianship trusts. You will manage complex portfolios, interpret governing documents, and coordinate tax matters, ensuring compliant and efficient trust administration.

The role requires deep knowledge of estate planning and fiduciary law, with strong communication skills to work with clients and internal partners.