Wealth Fiduciary Account Opening Advisor

TIH; Charlotte (NC); Remote; USD 60,000 - 90,000; Part time

Job summary

A leading company seeks a Wealth Fiduciary Account Opening Advisor who will oversee the onboarding of fiduciary accounts, ensuring a smooth process. Candidates should have over six years of experience and a Bachelor's degree in a related field, with strong proficiency in fiduciary principles and excellent communication skills. This remote internship offers an opportunity to collaborate with various teams while refining expertise in wealth management.

Benefits

Health insurance

Retirement plans

Paid time off

Qualifications

• 6+ years in fiduciary administration or related financial roles required.
• Deep understanding of fiduciary principles and estate planning documents.
• Proficiency in Microsoft Office and database applications.

Responsibilities

• Manage onboarding of complex fiduciary accounts from start to finish.
• Serve as the main contact for wealth account openings.
• Review and interpret legal documents.

Skills

Communication

Fiduciary principles

Financial roles experience

Education

Bachelor's degree in business, accounting, or related field

Tools

Microsoft Office

Database applications

Job description

Wealth Fiduciary Account Opening Advisor

Join to apply for the Wealth Fiduciary Account Opening Advisor role at TIH.

This is a remote position, with a preference for candidates located within the Truist geography.

Position Overview

The Wealth Fiduciary Account Opening Advisor oversees all aspects of onboarding new fiduciary accounts, including document review, account setup, and coding on the SEI/Trust 3000 platform. The role involves analyzing trust documents to gather necessary information and ensuring a seamless onboarding process.

Key Responsibilities

• Manage onboarding of complex fiduciary accounts from start to finish, including documentation and platform coding.
• Serve as the main contact for wealth account openings, providing guidance on procedures and policies.
• Review and interpret legal and fiduciary documents, offering recommendations to client teams.
• Collaborate with client teams to identify new business opportunities and assist in onboarding.
• Partner with various teams to meet client service standards and achieve client financial and estate planning goals.
• Mentor and provide expertise to onboarding analysts and client teams.

Qualifications

Required:

• 6+ years in fiduciary administration or related financial roles.
• Bachelor's degree in business, accounting, or related field.
• Deep understanding of fiduciary principles and estate planning documents.
• Proficiency in Microsoft Office and database applications.
• Excellent communication skills.

Preferred:

• Advanced degree or certifications such as JD, MBA, CFP, CPA, or CTFA.
• Knowledge of banking products and intermediate to advanced PC skills.

Benefits

Eligible employees receive comprehensive benefits including health insurance, retirement plans, paid time off, and more, depending on eligibility and employment status.

Additional Information

This position is classified as an internship with no applicable seniority level. The employment type is internship, within the insurance industry.

To apply, click the 'Apply Now' button. For assistance, request accommodations via email.