Wealth Fiduciary Support Specialist

Truist; Gainesville (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

Truist in Gainesville, FL seeks a Trust Support professional to assist in the coordinated delivery of personal trust administration for affluent clients. You will provide responsive client support to Trust Advisors and coordinate with Wealth team members to deliver exceptional service.

Key duties include processing deposits and distributions, maintaining client records, using trust systems to generate reports, handling client inquiries, and supporting meetings and preparation while upholding

Qualifications

• Undergraduate degree or 1+ years of banking experience.
• Excellent organizational skills with the ability to work on numerous tasks simultaneously.
• Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities.
• Demonstrate strong knowledge of bank policy and procedures.
• Strong problem-solving skills.
• Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Exemplary customer service and professional etiquette skills.
• Ability to travel, occasionally overnight.

Responsibilities

• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Enter and maintain appropriate client records including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintains appropriate documentation of client transactions.
• Utilize various trust systems to affect transactions, monitor accounts, and create reports.
• Respond to client requests for information and assistance within appropriate level of authority.
• Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation.
• Prioritizing fiduciary activities that enable quality client interaction.
• Assist with special projects for Fiduciary Group Support Leader.
• Continually render extraordinarily responsive and personal service to our Wealth Clients.
• Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units.

Skills

Banking experience

Organizational skills

Adaptability

Policy knowledge

Problem solving

Team collaboration

Communication skills

Customer service

Attention to detail

Travel readiness

Education

Undergraduate degree

Trust school

Job description

Truist in Gainesville, FL seeks a Trust Support professional to assist in the coordinated delivery of personal trust administration for affluent clients. You will provide responsive client support to Trust Advisors and coordinate with Wealth team members to deliver exceptional service.

Key duties include processing deposits and distributions, maintaining client records, using trust systems to generate reports, handling client inquiries, and supporting meetings and preparation while upholding