Fiduciary Support Specialist II

Truist Financial
Richmond
Workplace: OnsiteFull timeUSD 58,000 - 70,000 annuallyFunction: Customer Support (Service Desk)Experience: 3+ yearsEducation: bachelorsSkills: ["Problem-solving","Teamwork","Relationship management","Communication","Customer service"]

Support the coordinated delivery of personal trust administration for affluent clients by handling day-to-day transactional needs, maintaining accurate client records, and monitoring transactions. Respond to client requests within authority, use trust systems to execute activity and create reports, and coordinate with Wealth team members to deliver high-touch service. Help with scheduling and retention support, onboard/train new teammates, and assist with special projects.

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Truist Financial
Truist Financial
4 days ago

Fiduciary Support Specialist II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 20 hours agoStatus: Live

Job Summary

Support the coordinated delivery of personal trust administration for affluent clients by handling day-to-day transactional needs, maintaining accurate client records, and monitoring transactions. Respond to client requests within authority, use trust systems to execute activity and create reports, and coordinate with Wealth team members to deliver high-touch service. Help with scheduling and retention support, onboard/train new teammates, and assist with special projects.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Prioritize relationship management by facilitating day-to-day transactional needs such as deposits, distributions, payments, transfers, and routine transactions.
  • •Enter and maintain client records, monitor transactions and client data for accuracy and timeliness, and maintain appropriate documentation.
  • •Use trust systems to affect transactions, monitor accounts, and create reports.
  • •Respond to client requests for information and assistance within appropriate authority level.
  • •Support sales and retention through appointment scheduling, follow-up calls, client meeting preparation, and assist with onboarding/training and special projects.
Travel: Low travel

Pay and Benefits

Salary: USD 58,000 - 70,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid HolidaysPensionRsus

Key Requirements

  • •3+ years of experience as a Fiduciary Support Specialist, or trust/investment/banking/financial planning-related client service experience.
  • •Understanding of line-of-business operating systems, including trust and estate.
  • •Strong knowledge of bank policy and procedures.
  • •Strong problem-solving skills and ability to work in a team environment using the One Team approach.
  • •Excellent interpersonal, relationship management, and oral/written communication skills; occasional overnight travel is required.
Experience:3+ yearsTrustInvestmentBankingFinancial planning
Education:Bachelor's
Skills:Problem-solvingTeamworkRelationship 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