Trust Administration Advisor

Truist; Atlanta (GA); Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Trust Administration Advisor to provide fiduciary advice and oversight for Wealth trust accounts. In this remote role, you'll manage a diverse portfolio while collaborating with client teams to ensure exceptional service standards. Your expertise in estate planning, fiduciary, and tax laws will be crucial as you navigate complex financial documents and regulatory requirements. Join a team committed to excellence and make a significant impact in the lives of clients by helping them achieve their financial goals.

Benefits

Health Insurance

401k

Paid Time Off

Diversity and Inclusion Programs

Qualifications

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

Responsibilities

• Administers Wealth trust accounts and provides fiduciary advice.
• Collaborates with client teams to meet financial and estate goals.

Skills

Fiduciary Services

Estate Planning

Tax Laws

Analytical Skills

Communication Skills

Organizational Skills

Education

Undergraduate degree in business

Advanced degree or certifications (JD, MBA, CFP, CPA, CTFA)

Tools

Microsoft Office

Trust Financial Software

Job description

Join to apply for the Trust Administration Advisor role at Truist

This is a remote position, preferably within the geography of Truist.

Job Summary

Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.

Essential Duties and Responsibilities

• Understand and interpret financial, estate planning, legal, and fiduciary documents; deliver fiduciary advice to clients or client teams.
• Partner with client teams to identify and onboard new fiduciary business.
• Meet or exceed client service standards by collaborating with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to achieve clients' financial, estate, tax, and banking goals.
• Ensure trust administrative duties are completed efficiently, including review of trust documents, cash management, troubleshooting, and proper documentation.
• Coordinate annual regulatory reviews and tax matters for accounts, including 1099s, 1041s, etc.
• Escalate matters appropriately to Risk Oversight, Legal, and Compliance departments.
• Complete assigned projects as per business needs.
• Adhere to Truist policies, applicable laws, and trust document terms.

Qualifications

Required Qualifications:

• 10+ years experience 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.
• Excellent analytical, legal document interpretation, and system knowledge skills.
• Proficient in Microsoft Office and database applications.
• Strong organizational, communication, and mentoring skills.

Preferred Qualifications:

• Undergraduate degree in business, accounting, or related field.
• Advanced degree or certifications such as JD, MBA, CFP, CPA, or CTFA.
• Experience with Trust Financial Software.

Truist offers comprehensive benefits including health insurance, 401k, paid time off, and more. Truist is an Equal Opportunity Employer committed to diversity and inclusion.