Senior Wealth Trust Administrator

Truist; Tampa (FL); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k plan

Vacation and sick leave

Paid holidays

Job summary

A leading financial institution is seeking a highly experienced professional for fiduciary management in Tampa, Florida. The role involves administering various Wealth trust accounts, providing fiduciary advice, and ensuring compliance with regulations. Candidates must have over 10 years of experience in Fiduciary Services, strong analytical skills, and the ability to communicate effectively with clients and partners. Join a dynamic team dedicated to achieving client financial goals, alongside a competitive benefits package and support for professional growth.

Qualifications

• 10+ years experience in Fiduciary Services or related fields.
• Strong knowledge of fiduciary and tax laws.
• Strong analytical and problem-solving skills.
• Ability to interpret complex legal documents.
• Excellent verbal and written communication skills.

Responsibilities

• Administer fiduciary advice for Wealth trust accounts.
• Partner with client teams for fiduciary business.
• Ensure compliance with Truist policies and laws.
• Coordinate tax matters for assigned accounts.
• Oversee effective trust administrative duties.

Skills

Relationship management

Estate planning knowledge

Analytical skills

Legal document interpretation

Banking and trust systems knowledge

Microsoft Office proficiency

Organizational skills

Communication skills

Mentoring

Education

Undergraduate degree in business or related field

Tools

Trust Financial Software

Job description

A leading financial institution is seeking a highly experienced professional for fiduciary management in Tampa, Florida. The role involves administering various Wealth trust accounts, providing fiduciary advice, and ensuring compliance with regulations. Candidates must have over 10 years of experience in Fiduciary Services, strong analytical skills, and the ability to communicate effectively with clients and partners. Join a dynamic team dedicated to achieving client financial goals, alongside a competitive benefits package and support for professional growth.