Trust Administration Advisor - (various location options)

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability Insurance

401k plan

Vacation days

Job summary

Truist Financial Corporation is seeking an experienced Wealth Trust Advisor to administer fiduciary accounts, advise clients, and coordinate with internal teams. The role focuses on trust administration, tax matters, and ensuring compliance with regulatory requirements.

You will mentor junior Trust Advisors and act as a brand ambassador in client engagements, delivering sophisticated fiduciary solutions across complex estates and assets.

Qualifications

• Experience in fiduciary services or private wealth required.
• Strong knowledge of estate planning, fiduciary and tax laws.
• Ability to interpret complex legal documents and advise clients.

Responsibilities

• Delivers fiduciary advice and oversight for varied trust accounts.
• Partners with client teams to drive fiduciary new business onboarding.
• Meets client service standards across Truist Wealth segmentation.
• Oversees trust administration including document review and cash management.
• Manages tax matters for accounts (1099s, 1041s, etc.).
• Escalates issues to Risk, Legal, and Compliance as needed.
• Completes projects aligned with the line of business.
• Follows Truist policies and applicable laws including Reg 9.

Skills

Fiduciary services

Estate planning

Analytical skills

Legal document interpretation

Trust administration

Client relationship management

Microsoft Office

Organization skills

Verbal and written communication

Mentoring/coaching

Education

Undergraduate degree in business or related field

Advanced degree or certification (JD, MBA, CFP, CPA, CTFA) in progress

Tools

Trust Financial Software

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.

EEO is the Law E-Verify IER Right to Work