Trust Administration Advisor

Truist Wealth Trust Account Manager

Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.

Essential duties and responsibilities include : understanding and interpreting legal and fiduciary documents, partnering with client teams to drive fiduciary new business identification and onboarding, meeting or exceeding client service standards, completing trust administrative duties, coordinating annual Reg-9 administrative review resolution, and coordinating tax matters for assigned accounts.

Required qualifications include 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration, strong knowledge of estate planning, fiduciary and tax laws, strong analytical skills, significant legal document interpretation skills, very knowledgeable of banking and trust systems, intermediate or advanced PC skills, demonstrated organization skills, and excellent verbal and written communication skills.

Preferred qualifications include an undergraduate degree in business, accounting, Fiduciary Administration or related field, working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA), and experience working with Trust Financial Software.

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.

Truist is an Equal Opportunity Employer that does not discriminate 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.