Senior Wealth Trust Administrator

Truist; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401k plan

Vacation days

Job summary

A major financial services provider in Orlando is seeking a seasoned professional to manage Wealth trust accounts and provide fiduciary advice. The ideal candidate will have over 10 years of experience in Fiduciary Services, strong knowledge of estate planning laws, and exceptional communication skills. Responsibilities include supporting client teams and ensuring compliance with regulations. Benefits include medical, dental, and retirement plans, alongside competitive vacation and sick leave options.

Qualifications

• 10+ years experience in Fiduciary Services with 5+ years in Trust Administration.
• Strong knowledge of estate planning and fiduciary laws.
• Excellent verbal and written communication skills.

Responsibilities

• Administer fiduciary advice for Wealth trust accounts.
• Coordinate with client teams for new business identification.
• Ensure effective trust administrative duties completion.

Skills

Relationship management

Estate planning knowledge

Analytical skills

Legal document interpretation

Banking knowledge

PC skills

Organizational skills

Communication skills

Mentoring

Education

Undergraduate degree in business

Tools

Trust Financial Software

Job description

A major financial services provider in Orlando is seeking a seasoned professional to manage Wealth trust accounts and provide fiduciary advice. The ideal candidate will have over 10 years of experience in Fiduciary Services, strong knowledge of estate planning laws, and exceptional communication skills. Responsibilities include supporting client teams and ensuring compliance with regulations. Benefits include medical, dental, and retirement plans, alongside competitive vacation and sick leave options.