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 financial and estate planning strategies and legal and fiduciary documents.
• Partnering with client teams to identify and onboard new business.
• Meeting or exceeding client service standards by partnering with various internal teams to define and meet clients' goals and objectives.
• Completing trust administrative duties in an effective and efficient manner.
• Coordinating annual administrative review and tax matters for assigned accounts.
• Escalating matters to internal parties as needed.
• Completing projects as determined by the line of business.
• Conforming to Truist policies and procedures, applicable laws and the terms of the underlying documents.

Required qualifications include :

Preferred qualifications include :

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to eligible teammates. Teammates also receive vacation, sick days, and paid holidays. 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.

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.