Senior Wealth Trust Fiduciary Advisor

Truist Financial

Charlotte (NC)

Hybrid

USD 120,000 - 190,000

Full time

6 days ago

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Benefits offered by this job

Medical insurance

401(k) plan

Paid time off

Job summary

Truist Financial in Charlotte, NC seeks a senior fiduciary trust professional to manage a diverse portfolio of personal and institutional trust accounts. You will provide fiduciary guidance, interpret governing documents, and collaborate with cross-functional teams to meet client goals.

You will oversee complex estate planning, tax matters, and trust administration while ensuring compliance with Reg 9, AML, and internal policies.

Qualifications

10+ years as a relationship manager in Fiduciary Services, Private Wealth, or Institutional Investment Management with 5+ years in Trust Administration.
Strong knowledge of estate planning, fiduciary and tax laws.
Strong analytical skills including issue identification and resolution.
Significant legal document interpretation skills.
Very knowledgeable of banking and trust systems.
Proficient in MS Office products and database applications.
Strong organizational skills and ability to prioritize in a fast-paced environment.
Excellent verbal and written communication; able to explain complex info clearly.
Ability to mentor Trust Advisors and serve as a group brand ambassador.

Responsibilities

Understand financial and estate planning strategies; interpret legal documents to deliver fiduciary advice.
Partner with client teams to drive fiduciary new business identification and onboarding.
Meet client service standards by coordinating with Advisors, Managers, Strategists and external advisors.
Ensure trust admin duties are completed; review documents, manage cash, memorialize files.
Coordinate annual Reg-9 reviews and tax matters (1099s, 1041s, etc.).
Escalate matters to Risk, Legal, and Compliance as needed.
Complete projects as determined by the line of business.
Adhere to Truist policies, laws, and document terms (Reg 9, Sarbanes-Oxley, AML).