Senior Trust Administration & Fiduciary Advisor

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability Insurance

401k plan

Vacation days

Job summary

Truist Financial Corporation is seeking an experienced Wealth Trust Advisor to administer fiduciary accounts, advise clients, and coordinate with internal teams. The role focuses on trust administration, tax matters, and ensuring compliance with regulatory requirements.

You will mentor junior Trust Advisors and act as a brand ambassador in client engagements, delivering sophisticated fiduciary solutions across complex estates and assets.

Qualifications

• Experience in fiduciary services or private wealth required.
• Strong knowledge of estate planning, fiduciary and tax laws.
• Ability to interpret complex legal documents and advise clients.

Responsibilities

• Delivers fiduciary advice and oversight for varied trust accounts.
• Partners with client teams to drive fiduciary new business onboarding.
• Meets client service standards across Truist Wealth segmentation.
• Oversees trust administration including document review and cash management.
• Manages tax matters for accounts (1099s, 1041s, etc.).
• Escalates issues to Risk, Legal, and Compliance as needed.
• Completes projects aligned with the line of business.
• Follows Truist policies and applicable laws including Reg 9.

Skills

Fiduciary services

Estate planning

Analytical skills

Legal document interpretation

Trust administration

Client relationship management

Microsoft Office

Organization skills

Verbal and written communication

Mentoring/coaching

Education

Undergraduate degree in business or related field

Advanced degree or certification (JD, MBA, CFP, CPA, CTFA) in progress

Tools

Trust Financial Software

Job description

Truist Financial Corporation is seeking an experienced Wealth Trust Advisor to administer fiduciary accounts, advise clients, and coordinate with internal teams. The role focuses on trust administration, tax matters, and ensuring compliance with regulatory requirements.

You will mentor junior Trust Advisors and act as a brand ambassador in client engagements, delivering sophisticated fiduciary solutions across complex estates and assets.