Senior Trust Administrator & Fiduciary Advisor

Truist Financial Corporation; Tampa (FL); On-site; USD 130,000 - 180,000; Full time

Job summary

Truist is seeking an experienced fiduciary advisor to administer diverse wealth trust accounts and provide strategic guidance to clients. You will collaborate with client teams to meet tax, estate planning, and banking goals, ensuring compliant trust administration and accurate record-keeping.

In this high-responsibility role, you will mentor Trust Advisors, support onboarding for new fiduciary clients, and coordinate complex regulatory and tax matters across multiple jurisdictions, including

Qualifications

• 10+ years experience in fiduciary services or wealth management with 5+ years in trust admin.
• Strong knowledge of estate planning, fiduciary and tax laws.
• Strong analytical and document interpretation skills.
• Excellent communication with clients and internal partners.
• Ability to mentor Trust Advisors and act as a brand ambassador.

Responsibilities

• Administers fiduciary accounts including personal and special needs trusts.
• Provides fiduciary advice and oversight to clients and client teams.
• Drives onboarding and new business in fiduciary services.
• Interprets governing trust documents and manages cash and files.
• Coordinates tax matters and regulatory reviews (Reg 9).
• Escalates issues to Risk, Legal, and Compliance as needed.

Skills

Relationship management

Estate planning

Tax knowledge

Analytical skills

Communication skills

Mentoring

Education

Undergraduate degree in business

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

Tools

Trust Financial Software

Job description

Truist is seeking an experienced fiduciary advisor to administer diverse wealth trust accounts and provide strategic guidance to clients. You will collaborate with client teams to meet tax, estate planning, and banking goals, ensuring compliant trust administration and accurate record-keeping.

In this high-responsibility role, you will mentor Trust Advisors, support onboarding for new fiduciary clients, and coordinate complex regulatory and tax matters across multiple jurisdictions, including