Trust Administration Team Director

Truist; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

401k plan

Paid holidays

Disability insurance

Job summary

Truist is seeking a Fiduciary Team Leader to oversee Trust Administration, New Business Engagement Risk Oversight, Compliance and Client Team Delivery for their segment. You will lead Trust Administration Advisors and ensure day‑to‑day successful execution of commitments under governing instruments and policies.

Reporting to the Fiduciary Director, you will coordinate risk, legal and compliance activities with partners, drive assigned projects, and address client or teammate escalations while

Qualifications

• College degree with emphasis on Business or Finance.
• 10+ years in Trust Administration and fiduciary oversight.
• Knowledge of state laws governing Personal Trust accounts.
• Leadership qualities and ability to meet competing deadlines.
• Proven ability to communicate with partners and peers.

Responsibilities

• Lead day-to-day execution of Trust Administration and client delivery.
• Oversee and coach Center Trust Advisors and Client Service Specialists.
• Coordinate risk, compliance, and oversight activities with Fiduciary Director and partners.
• Ensure successful execution of management routines.
• Drive projects for the Advisory Center line of business.
• Address client or teammate escalations and escalate to Fiduciary Director when needed.

Skills

Leadership

Communication

Project coordination

Education

Bachelor's degree in Business or Finance

CTFA designation

MBA or JD

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)

Work Shift

1st shift (United States of America)

Please review the following job description: This is an in-office position. The cities that are listed are options but we can review other locations within the Truist geography.

Job Summary

Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible for assigned projects and other activities which benefit the overall line of business or center location.

Essential Duties And Responsibilities

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws.


• Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists.


• Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners


• Responsible for the successful ongoing execution of assigned management routines


• Responsible for the successful execution of projects for the Advisory Center line of business


• Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.

Qualifications

Required Qualifications

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• College Degree with a preferred emphasis on Business or Finance


• Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal Trust


• Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts


• Leadership qualities and ability to successfully meet competing deadlines and commitments


• Proven ability to communicate with partners and peers

Preferred Qualifications

• CTFA or similar designation


• Advance degree (JD, MBA, etc)


• Prior direct Trust Administration experience with a book of personal trust accounts


• Proficiency with various computer and systems applications used to lead the business


• Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters

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

• Medical insurance


• Dental insurance


• Vision insurance


• Life insurance


• Disability insurance


• Accidental death and dismemberment insurance


• Tax-preferred savings accounts


• 401k plan


• 10 days of vacation (prorated based on date of hire and by full-time or part-time status)


• 10 sick days (prorated)


• 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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