Senior Wealth Trust Administrator & Advisor

Cooper Lighting Solutions; Atlanta (GA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation days

Job summary

Cooper Lighting Solutions is seeking an experienced Fiduciary Services Manager to provide fiduciary advice for Wealth trust accounts. This role requires managing a complex portfolio and partnering with client teams to deliver client services aligned with Truist Wealth strategy.

The ideal candidate has extensive experience in trust administration, a strong understanding of estate planning laws, and excellent communication skills to ensure client satisfaction.

The position offers a comprehensive benefits package and a dynamic work environment in Atlanta, Georgia.

Qualifications

• 10+ years experience in the Fiduciary Services or Private Wealth industry.
• Strong knowledge of estate planning and tax laws.
• Demonstrated organization skills in a fast-paced environment.

Responsibilities

• Administer fiduciary advice for Wealth trust accounts.
• Partner with client teams for new business identification.
• Ensure efficient completion of trust administrative duties.

Skills

Relationship management

Analytical skills

Legal document interpretation

Communication skills

Banking and trust systems knowledge

Mentoring skills

Education

Undergraduate degree in business, accounting, or related field

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

Tools

Microsoft Office Suite

Trust Financial Software

Job description

Cooper Lighting Solutions is seeking an experienced Fiduciary Services Manager to provide fiduciary advice for Wealth trust accounts. This role requires managing a complex portfolio and partnering with client teams to deliver client services aligned with Truist Wealth strategy.

The ideal candidate has extensive experience in trust administration, a strong understanding of estate planning laws, and excellent communication skills to ensure client satisfaction.

The position offers a comprehensive benefits package and a dynamic work environment in Atlanta, Georgia.