Trust Administration & Risk Oversight Director

Truist; Orlando (FL); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid vacation and sick days

Job summary

Truist in Orlando (FL) is seeking a Fiduciary Team Leader to oversee Trust Administration, New Business Engagement Risk Oversight, Compliance, and client delivery for their segment. You will lead Trust Administration Advisors and Client Service Specialists and drive assigned projects.

Reporting to the Fiduciary Director, you will coordinate with Risk, Legal, and Compliance teams, ensure adherence to governing instruments and state laws, and escalate client or teammate issues as needed.

Qualifications

• College degree with emphasis on Business or Finance.
• 10+ years of experience in Trust Administration and fiduciary oversight.
• Familiarity with state laws governing Personal Trust.
• Strong leadership and deadline management.
• Effective communication with partners and peers.

Responsibilities

• Deliver Trust Administration and client activities per instruments and laws.
• Coach and oversee Center Trust Advisors and Client Service Specialists.
• Coordinate risk, compliance, and oversight with partners.
• Execute management routines and projects for Advisory Center line of business.
• Handle client or teammate escalations with Fiduciary Director involvement.

Skills

Leadership

Communication

Time management

Trust Administration experience

Education

College degree in Business or Finance

Tools

Office software

Job description

Truist in Orlando (FL) is seeking a Fiduciary Team Leader to oversee Trust Administration, New Business Engagement Risk Oversight, Compliance, and client delivery for their segment. You will lead Trust Administration Advisors and Client Service Specialists and drive assigned projects.

Reporting to the Fiduciary Director, you will coordinate with Risk, Legal, and Compliance teams, ensure adherence to governing instruments and state laws, and escalate client or teammate issues as needed.