Trust Administration Lead — Client Delivery & Compliance

Truist; Atlanta (GA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k

Vacation time

Sick days

Holidays

Pension plan

Restricted stock units

Deferred compensation plan

Job summary

Truist seeks a Fiduciary Team Leader to drive day-to-day execution of Trust Administration, new business engagement risk oversight, compliance and client delivery for their segment. This in-office role reports to the Fiduciary Director and leads Trust Advisors and Client Service Specialists.

The position requires a college degree in business or finance and 10+ years in personal trust administration, with strong communication and leadership skills critical for success in a regulated environment.

Qualifications

• Bachelor's degree in Business or Finance required.
• 10+ years of experience in Trust Administration, fiduciary oversight and new business activities for Personal Trust.
• Familiarity with state laws governing personal trust administration.
• Strong leadership, ability to meet competing deadlines and communicate with partners and peers.

Responsibilities

• Deliver trust administration and client activities in line with governing instruments, policies and state laws.
• Coach, develop and oversee Trust Advisors and Client Service Specialists.
• Coordinate risk, compliance and oversight activities with Fiduciary Director and partners.
• Manage assigned projects within the Advisory Center line and related initiatives.
• Address client or teammate escalations and escalate to the Fiduciary Director as needed.
• Oversee day-to-day operations and ensure successful delivery of commitments.

Skills

Leadership

Communication

Project management

Risk & compliance

Education

Bachelor's degree in Business or Finance

Job description

Truist seeks a Fiduciary Team Leader to drive day-to-day execution of Trust Administration, new business engagement risk oversight, compliance and client delivery for their segment. This in-office role reports to the Fiduciary Director and leads Trust Advisors and Client Service Specialists.

The position requires a college degree in business or finance and 10+ years in personal trust administration, with strong communication and leadership skills critical for success in a regulated environment.