Trust Administration Leader: Client Delivery & Risk Oversight

Truist; Orlando (FL); Presencial; USD 110 000 - 150 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

AD&D insurance

Tax-preferred savings accounts

401k plan

Vacation time (10 days)

Sick days (10)

Paid holidays

Defined benefit pension plan

Restricted stock units

Deferred compensation plan

Resumo da oferta

Truist is seeking a Fiduciary Team Leader to oversee the day-to-day execution of Trust Administration, client delivery, and compliance for their designated segment. This is an in-office role with options for reviewing other Truist locations within the geography.

You will lead Trust Advisors and Client Service Specialists, coordinate risk and compliance activities, and drive strategic projects aligned with the Fiduciary Director's direction.

Qualificações

• College degree with emphasis on Business or Finance.
• Significant experience (over 10 years) in Trust Administration and fiduciary oversight.
• Familiarity with state laws governing Personal Trust accounts.

Responsabilidades

• Lead and oversee Trust Administration Advisors and Client Service Specialists.
• Coordinate risk, compliance, and oversight activities with Fiduciary Director and partners.
• Ensure timely execution of management routines and trust-related projects.
• Address client or teammate escalations and report to the Fiduciary Director when needed.

Conhecimentos

Leadership

Communication

Fiduciary knowledge

Risk & Compliance

Formação académica

Bachelor's in Business or Finance

CTFA designation

JD or MBA (advanced degree)

Descrição da oferta de emprego

Truist is seeking a Fiduciary Team Leader to oversee the day-to-day execution of Trust Administration, client delivery, and compliance for their designated segment. This is an in-office role with options for reviewing other Truist locations within the geography.

You will lead Trust Advisors and Client Service Specialists, coordinate risk and compliance activities, and drive strategic projects aligned with the Fiduciary Director's direction.