Fiduciary Support Specialist II

Truist Financial
Atlanta
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.

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FursaFursa
Truist Financial
Truist Financial
4 weeks ago

Fiduciary Support Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

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.
Location: Atlanta
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Support the coordinated delivery of personal trust administration for affluent clients.
  • •Facilitate day-to-day transactional needs, including deposits, distributions, payments, transfers, and routine transactions.
  • •Enter and maintain client records; monitor transactions and client data for accuracy and timeliness; maintain documentation.
  • •Use trust systems to affect transactions, monitor accounts, and create reports.
  • •Respond to client requests for information/assistance, support sales and retention via scheduling and follow-ups, and help onboard/train teammates.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •3+ years as a Fiduciary Support Specialist or related trust, investment, banking, or financial planning client service experience.
  • •Understanding of operating systems unique to the business line, including trust and estate.
  • •Strong knowledge of bank policy and procedures.
  • •Strong problem-solving skills with excellent interpersonal, relationship management, and customer service etiquette.
  • •Ability to travel occasionally overnight.
Experience:3+ yearsTrustInvestmentsBankingFinancial planning
Education:Bachelor's
Skills:Problem-solvingInterpersonal skillsRelationship managementCommunicationCustomer service
Languages:English

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn