Senior Wealth Trust Administration Advisor

Truist; Nashville (TN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Accidental death and dismemberment

Tax-advantaged savings accounts

401k plan

Vacation days (10)

Sick days (10)

Paid holidays

Pension plan (defined benefit)

Restricted stock units

Deferred compensation plan

Job summary

Truist Wealth seeks an experienced fiduciary specialist to oversee diverse trust portfolios and deliver fiduciary guidance to clients and teams. The role focuses on trust administration, tax coordination, and effective client service in a multi-location, in-office setting.

You will partner with advisors and specialists to meet client goals, ensure compliant governance, and mentor team members, while aligning with Truist Wealth standards and policies.

Qualifications

• 10+ years as a relationship manager in Fiduciary/Wealth or Institutional Investment Management with 5+ years in Trust Administration.
• Strong knowledge of estate planning, fiduciary and tax laws.
• Strong analytical skills including issue identification and resolution.
• Excellent written and verbal communication; ability to explain complex concepts to clients and partners.

Responsibilities

• Administers fiduciary accounts including personal trusts, special needs trusts, custodial and guardianship accounts.
• Manages a diversified portfolio across complexity and asset size.
• Collaborates with client teams to identify and onboard fiduciary new business.
• Ensures accurate trust administration and document interpretation; memorializes files.
• Oversees tax matters for accounts and coordinates with internal teams.

Skills

Relationship management

Estate planning

Fiduciary knowledge

Tax law understanding

Analytical skills

Communication skills

Mentoring

Microsoft Office

Documentation interpretation

Education

Undergraduate degree in business

JD/MBA/CFP/CPA/CTFA preferred

Tools

Trust Financial Software

Job description

Truist Wealth seeks an experienced fiduciary specialist to oversee diverse trust portfolios and deliver fiduciary guidance to clients and teams. The role focuses on trust administration, tax coordination, and effective client service in a multi-location, in-office setting.

You will partner with advisors and specialists to meet client goals, ensure compliant governance, and mentor team members, while aligning with Truist Wealth standards and policies.