Senior Wealth Trust Administrator

Truist; Raleigh (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical and dental insurance

401k plan

Paid vacation and sick days

Job summary

A financial services company is seeking an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The ideal candidate will have over 10 years of experience in Fiduciary Services and a deep understanding of estate planning and tax laws. Responsibilities include collaborating with client teams and ensuring compliance with regulations. Strong communication and analytical skills are essential. Competitive benefits package provided including medical, dental, and retirement plans, plus generous vacation time.

Qualifications

• 10+ years of experience in Fiduciary Services or Trust Administration.
• Expertise in fiduciary and tax laws.
• Strong analytical and legal document interpretation skills.
• Excellent verbal and written communication skills.

Responsibilities

• Administer fiduciary advice for Wealth trust accounts.
• Collaborate with client teams for business identification.
• Ensure effective completion of trust administrative duties.
• Coordinate compliance and tax matters for assigned accounts.

Skills

Relationship management

Estate planning knowledge

Analytical skills

Legal document interpretation

Banking systems knowledge

Organizational skills

Communication skills

Mentoring

Education

Undergraduate degree in business or related field

Tools

Trust Financial Software

Microsoft Office

Job description

A financial services company is seeking an experienced fiduciary advisor to manage Wealth trust accounts and provide fiduciary advice. The ideal candidate will have over 10 years of experience in Fiduciary Services and a deep understanding of estate planning and tax laws. Responsibilities include collaborating with client teams and ensuring compliance with regulations. Strong communication and analytical skills are essential. Competitive benefits package provided including medical, dental, and retirement plans, plus generous vacation time.