Trust Administration Advisor - (various location options)

Truist; Atlanta (GA); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Disability

AD&D

401k

Paid holidays

Pension plan

RSUs

Deferred compensation

Job summary

Truist Financial Corporation seeks an experienced fiduciary services professional to oversee wealth trust accounts, including personal and special needs trusts. You will manage a diverse client portfolio, interpret complex fiduciary documents, and work with teams to meet tax, estate and banking goals.

The role requires 10+ years in fiduciary wealth with 5+ years in trust administration, plus strong communication and mentoring skills.

Qualifications

• 10+ years as a relationship manager in Fiduciary/Wealth industry with 5+ years in Trust Admin.
• Deep knowledge of estate planning, fiduciary and tax laws.
• Strong analytical skills and legal document interpretation ability.
• Excellent verbal and written communication; mentor to peers.
• Experience with Trust Financial Software and related systems.

Responsibilities

• Applies fiduciary expertise to deliver client-focused trust guidance.
• Onboards new fiduciary clients and coordinates with client teams.
• Meets service standards with Advisors, PMs, and Wealth Strategists.
• Oversees trust administration, documents, and memorialization in systems.
• Coordinates annual Reg-9 reviews and tax matters (1099s, 1041s).
• Escalates issues to Risk, Legal, and Compliance as needed.
• Completes projects per line of business; complies with policies.

Skills

Relationship management

Estate planning

Tax law knowledge

Analytical thinking

Legal document interpretation

Communication skills

Mentoring

Client onboarding

Problem solving

Brand ambassador

Education

BA/BS in business or accounting

JD/MBA/CFP/CPA/CTFA preferred

Tools

Trust Software

MS Office

Database applications

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

1st shift (United States of America)

Please review the following job description:

This is an in-office position. The locations listed, Nashville, Orlando, Atlanta, Raleigh, Charlotte, Tampa are preferred but we will consider other locations within the geography of Truist based on available space.

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

1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.
2. Partners with client teams to help drive fiduciary new business identification and onboarding.
3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
7. Responsible for the completion of projects as determined by the line of business.
8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).

QUALIFICATIONS

Required Qualifications

1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
2. Strong knowledge of estate planning, fiduciary and tax laws.
3. Strong analytical skills including, issue identification and resolution.
4. Significant legal document interpretation skills.
5. Very knowledgeable of banking and trust systems.
6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners.

Preferred Qualifications

1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.
2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
3. Experience working with Trust Financial Software

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 10 days of vacation
• 10 sick days
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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