Trust Administration Team Director

Truist Financial
Raleigh, Orlando, Atlanta, Charlotte
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Communication","Risk management","Compliance oversight","Deadline management"]

Lead the day-to-day execution and people leadership of Trust Administration for your segment, including new business engagement risk oversight, compliance coordination, and client delivery commitments. Direct Trust Administration Advisors to achieve performance goals, oversee ongoing management routines, manage assigned advisory center projects, and ensure effective escalation of client and teammate issues. Partner closely with Fiduciary, Risk, Legal, and Compliance teams to deliver trust administration activities in line with governing instruments and applicable state laws.

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FursaFursa
Truist Financial
Truist Financial
2 months ago

Trust Administration Team Director

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 days agoStatus: Live

Job Summary

Lead the day-to-day execution and people leadership of Trust Administration for your segment, including new business engagement risk oversight, compliance coordination, and client delivery commitments. Direct Trust Administration Advisors to achieve performance goals, oversee ongoing management routines, manage assigned advisory center projects, and ensure effective escalation of client and teammate issues. Partner closely with Fiduciary, Risk, Legal, and Compliance teams to deliver trust administration activities in line with governing instruments and applicable state laws.
Location: Raleigh, Orlando, Atlanta, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Director level

Key Responsibilities

  • •Ensure successful delivery of Trust Administration and client (direct client or client team) activities in accordance with governing instruments, policies, procedures, and applicable state laws.
  • •Coach, develop, oversee, and manage performance of Center Trust Advisors and Client Service Specialists in your segment.
  • •Coordinate day-to-day risk, compliance, and other oversight activities with the Fiduciary Director and partners in Risk, Legal, and Compliance.
  • •Execute assigned management routines and deliver ongoing advisory center line-of-business projects.
  • •Address client and teammate escalations and escalate further to the Fiduciary Director when needed.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsuranceDisabilityPaid Leave

Key Requirements

  • •College degree with a preferred emphasis on business or finance.
  • •10+ years of experience in Trust Administration, fiduciary oversight, and new business activities for personal trust.
  • •Familiarity with state and other applicable laws governing administration of personal trust accounts.
  • •Leadership qualities and ability to successfully meet competing deadlines and commitments.
  • •Proven ability to communicate with partners and peers.
Experience:10+ yearsPersonal trustFiduciary oversight
Education:Bachelor's
Skills:LeadershipCommunicationRisk managementCompliance oversightDeadline management
Certifications:CTFA
Languages:English
Tech Stack:Computer systems applications

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