Senior Wealth Trust Administrator

Truist; Atlanta (GA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401k plan

Medical, dental, and vision insurance

Vacation and sick days

Job summary

A financial services firm in Atlanta seeks an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The role requires a deep understanding of financial and estate planning as well as strong relationship management skills. Candidates should have over 10 years of experience in Fiduciary Services and be capable of mentoring team members. The position offers comprehensive benefits including medical, dental, and retirement plans, promoting a strong work-life balance.

Qualifications

• 10+ years experience in Fiduciary Services or related field.
• Strong knowledge of fiduciary and tax laws.
• Excellent verbal and written communication skills.
• Intermediate PC skills including Microsoft Office.

Responsibilities

• Provide fiduciary advice for Wealth trust accounts.
• Partner with client teams for business identification.
• Ensure effective trust administrative duties.
• Coordinate tax matters for assigned accounts.

Skills

Relationship management

Estate planning knowledge

Analytical skills

Legal document interpretation

Banking and trust systems knowledge

PC skills

Organizational skills

Communication skills

Mentoring ability

Education

Undergraduate degree in business or related field

Advanced degree or certification (e.g. JD, MBA, CFP)

Tools

Trust Financial Software

Job description

A financial services firm in Atlanta seeks an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The role requires a deep understanding of financial and estate planning as well as strong relationship management skills. Candidates should have over 10 years of experience in Fiduciary Services and be capable of mentoring team members. The position offers comprehensive benefits including medical, dental, and retirement plans, promoting a strong work-life balance.