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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent and ultra-high net-worth clients. Provide administrative support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.
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.
Participate in onboarding new teammates and training
Lead with special projects for Wealth Region Support Leader/Fiduciary Group Support Leader
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
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, create reports and prepare client presentations
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 preparing and maintaining client presentation and marketing materials
Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
Continually render extraordinarily responsive and personal service to our Wealth Clients
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate
Demonstrate strong knowledge of bank policy and procedures
Strong problem-solving skills
Contributes to a positive team environment that fosters cooperation, trust and group identity
Excellent interpersonal and relationship management skills
Excellent oral and written communication skills
Exemplary customer service and professional etiquette skills
Ability to travel, occasionally overnight
Preferred Qualifications:
Undergraduate degree
Trust School graduate
Certified Financial Trust Advisor (CFTA)
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
. 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.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
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Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)
E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
