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Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
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 and to a challenging and sensitive portfolio of 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.
1. Responsible for onboarding new Fiduciary Support Specialist on systems, industry, processes and procedures
2. Assume leadership role when Fiduciary Group Support Leader is absent
3. Actively participate and/or lead efforts in onboarding new Advisors' clients with sales team
4. Lead with special projects for Fiduciary Group Support Leader
5. 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
6. Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions
7. 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
8. Utilize various trust to affect transactions, monitor accounts, create reports and prepare client presentations
9. Respond to client requests for information and assistance within appropriate level of authority
10. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials
11. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
12. 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.
1. Actively pursuing an industry related designation i.e.: CTFA, CFP, CFA.
2. 10+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
3. Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate
4. Demonstrate strong knowledge of bank policy and procedures
5. Strong problem solving skills
6. Contributes to a positive team environment that fosters cooperation, trust and group identity
7. Excellent interpersonal and relationship management skills
8. Excellent oral and written communication skills
9. Exemplary customer service and professional etiquette skills
10. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate degree
2. Trust School graduate
3. 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 less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. 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.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
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 and to a challenging and sensitive portfolio of 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.
1. Responsible for onboarding new Fiduciary Support Specialist on systems, industry, processes and procedures
2. Assume leadership role when Fiduciary Group Support Leader is absent
3. Actively participate and/or lead efforts in onboarding new Advisors' clients with sales team
4. Lead with special projects for Fiduciary Group Support Leader
5. 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
6. Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions
7. 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
8. Utilize various trust to affect transactions, monitor accounts, create reports and prepare client presentations
9. Respond to client requests for information and assistance within appropriate level of authority
10. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials
11. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction
12. 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.
1. Actively pursuing an industry related designation i.e.: CTFA, CFP, CFA.
2. 10+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
3. Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate
4. Demonstrate strong knowledge of bank policy and procedures
5. Strong problem solving skills
6. Contributes to a positive team environment that fosters cooperation, trust and group identity
7. Excellent interpersonal and relationship management skills
8. Excellent oral and written communication skills
9. Exemplary customer service and professional etiquette skills
10. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate degree
2. Trust School graduate
3. 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 less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. 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.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
