Wealth Fiduciary Support Specialist - Client Services

Truist; Raleigh (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Paid time off

401(k) plan

Job summary

Truist in Raleigh, NC seeks a Trust Administration professional to support the delivery of personal trust services to affluent clients. You will assist Trust Advisors and coordinate with Wealth team members to deliver exceptional service.

Responsibilities include processing routine transactions, maintaining client records, preparing reports, responding to client inquiries, and contributing to a positive team environment. Occasional travel may be required to meet client needs.

Qualifications

• Undergraduate degree or 1+ years of banking experience.
• Strong organizational skills to manage multiple tasks.
• Adaptability to fast-paced environments with shifting priorities.
• Solid knowledge of bank policy and procedures.
• Proven problem-solving abilities.
• Team-oriented with a One Team mindset.
• Excellent oral and written communication skills.
• Professional demeanor and customer service excellence.
• Willingness to travel, occasionally overnight.

Responsibilities

• Facilitate day-to-day transactional needs for trust clients (deposits, distributions, payments, transfers).
• Enter and maintain client records and monitor transactions for accuracy.
• Use trust systems to process transactions, monitor accounts, and generate reports.
• Respond to client inquiries within authorized scope.
• Support Trust Advisors and Wealth team with client meetings and follow-ups.
• Prioritize fiduciary activities to ensure quality client interactions.
• Assist with special projects for Fiduciary Group Support Leader.
• Provide responsive, personalized service to Wealth clients.
• Collaborate across business units to advocate for clients.

Skills

Organizational skills

Multitasking

Policy knowledge

Problem-solving

Communication skills

Team player

Travel ability

Education

Undergraduate degree

Job description

Truist in Raleigh, NC seeks a Trust Administration professional to support the delivery of personal trust services to affluent clients. You will assist Trust Advisors and coordinate with Wealth team members to deliver exceptional service.

Responsibilities include processing routine transactions, maintaining client records, preparing reports, responding to client inquiries, and contributing to a positive team environment. Occasional travel may be required to meet client needs.