Trust Administration Team Lead - Risk & Client Delivery

Truist; Atlanta (GA); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) plan and pension options

Paid vacation and holidays

Job summary

Truist Financial Corporation is seeking a Fiduciary Team Leader to oversee Trust Administration, client delivery commitments, and compliance for their segment. This in-office role requires aligning with the Fiduciary Director and leading Advisors and Specialists to achieve performance goals.

The position emphasizes leadership, regulatory knowledge, and collaboration with Risk, Legal, and Compliance teams to drive risk-aware client service and strategic initiatives.

Qualifications

• College degree with emphasis on Business or Finance.
• Significant experience (10+ years) in Trust Administration and fiduciary oversight.
• Familiarity with state laws governing Personal Trust administration.
• Proven leadership and ability to meet deadlines.
• Strong communication with partners and peers.

Responsibilities

• Oversee day-to-day execution of Trust Administration and client delivery commitments.
• Coach and evaluate Center Trust Advisors and Client Service Specialists.
• Coordinate Risk, Compliance and Oversight activities with Fiduciary Director and partners.
• Ensure ongoing execution of management routines and projects for Advisory Center line.
• Handle client or teammate escalations and escalate to Fiduciary Director as needed.

Skills

Leadership

Communication

Regulatory awareness

Trust administration

Strategic planning

Education

Bachelor’s degree in Business or Finance

Tools

Computer systems proficiency

Job description

Truist Financial Corporation is seeking a Fiduciary Team Leader to oversee Trust Administration, client delivery commitments, and compliance for their segment. This in-office role requires aligning with the Fiduciary Director and leading Advisors and Specialists to achieve performance goals.

The position emphasizes leadership, regulatory knowledge, and collaboration with Risk, Legal, and Compliance teams to drive risk-aware client service and strategic initiatives.