Fiduciary Support Specialist II
Atlanta, Georgia
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 3+ yearsEducation: bachelorsSkills: ["Problem-solving","Interpersonal skills","Relationship management","Communication","Customer service"]Support the coordinated delivery of personal trust administration for a portfolio of affluent clients. You’ll facilitate day-to-day client transactions (deposits, distributions, payments, transfers), maintain accurate client records and documentation, and use trust systems to monitor accounts and produce reports. Provide responsive client support to Trust Advisors, help with scheduling and follow-ups to support sales and retention, and assist with onboarding and special projects for the Fiduciary Group Support Leader.

