Trust Administration Team Director

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

Benefits offered by this job

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

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Leadership

Communication

Fiduciary knowledge

Risk & Compliance

Education

Bachelor's in Business or Finance

CTFA designation

JD or MBA (advanced degree)

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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