Trust Administration Team Director

Habitat For Humanity Of Durham; Raleigh (NC); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid holidays

Vacation days

Sick days

Job summary

Truist Financial Corporation is seeking a Fiduciary Team Leader to oversee day-to-day Trust Administration, client delivery, risk oversight, and compliance for their fiduciary segment. This in-office role leads the Fiduciary Team and drives assigned projects across the advisory center.

Responsibilities include coaching Trust Advisors, coordinating with Risk, Legal, and Compliance, and ensuring timely completion of all client-related commitments while escalating to the Fiduciary Director as

Qualifications

• College degree with preferred emphasis on Business or Finance.
• Extensive experience (10+ years) in Trust Administration and fiduciary oversight.
• Familiarity with state laws governing Personal Trust administration.
• Strong leadership and deadline-driven skills.
• Proven ability to communicate with partners and peers.

Responsibilities

• Lead day-to-day execution of Trust Administration and client delivery commitments.
• Coach and assess Center Trust Advisors and Client Service Specialists.
• Coordinate risk, compliance, and oversight activities with partners.
• Oversee ongoing management routines and advisory projects.
• Address client or teammate escalations with the Fiduciary Director when needed.

Skills

Trust Administration

Fiduciary oversight

Leadership

Communication

Legal knowledge

Education

College Degree (Business/Finance preferred)

Job description

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Job Grade: 112

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.

1. 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.
2. Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists.
3. Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners
4. Responsible for the successful ongoing execution of assigned management routines
5. Responsible for the successful execution of projects for the Advisory Center line of business
6. Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.

Required Qualifications

1. College Degree with a preferred emphasis on Business or Finance
2. Significant experience (over 10 years) in Trust Administration, Fiduciary oversight and new business activities for Personal Trust
3. Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts
4. Leadership qualities and ability to successfully meet competing deadlines and commitments
5. Proven ability to communicate with partners and peers

Preferred Qualifications

1. CTFA or similar designation
2. Advanced degree (JD, MBA, etc)
3. Prior direct Trust Administration experience with a book of personal trust accounts
4. Proficiency with various computer and systems applications used to lead the business
5. 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

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full‑time or part‑time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non‑temporary position for which you apply, based on full‑time or part‑time status, position, and division of work.