Trust Administration Advisor - Flexible locations (Truist geography)

Truist Financial
Charlotte, Florida, Orlando, Atlanta, Nashville, Raleigh
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 10+ yearsEducation: bachelorsSkills: ["Issue identification","Issue resolution","Organization","Prioritization","Verbal communication","Written communication","Mentoring","Client service"]

Directly administers and provides fiduciary advice and oversight for wealth trust accounts, managing a portfolio across varying complexity and asset size. Interprets legal and fiduciary documents to deliver trust administration and investment-related fiduciary guidance. Partners with client teams to drive fiduciary onboarding, ensures service standards, completes trust administrative duties using internal systems, and coordinates Reg-9 administrative reviews and related tax matters.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
3 months ago

Trust Administration Advisor - Flexible locations (Truist geography)

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Directly administers and provides fiduciary advice and oversight for wealth trust accounts, managing a portfolio across varying complexity and asset size. Interprets legal and fiduciary documents to deliver trust administration and investment-related fiduciary guidance. Partners with client teams to drive fiduciary onboarding, ensures service standards, completes trust administrative duties using internal systems, and coordinates Reg-9 administrative reviews and related tax matters.
Location: Charlotte, Florida, Orlando, Atlanta, Nashville, Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Administer and provide fiduciary advice and oversight for multiple types of wealth trust accounts, managing a portfolio of accounts by complexity and asset size.
  • •Interpret governing trust and account documents and apply financial, estate planning, fiduciary, and legal strategies to deliver advice directly to clients or their teams.
  • •Partner with client teams and internal stakeholders to define and meet clients’ tax, financial, estate planning, and banking goals and support fiduciary new business identification and onboarding.
  • •Complete trust administrative duties, including comprehensive document review, cash management, troubleshooting, and proper file memorialization in iWork and Advisor Desktop systems.
  • •Coordinate Reg-9 administrative review resolution and handle related tax matters (e.g., 1099s, 1041s), escalating issues to Risk Oversight, Legal, and Compliance as needed.

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeavePaid Holidays

Key Requirements

  • •10+ years experience as a relationship manager in Fiduciary Services, Private Wealth, or Institutional Investment Management, with 5+ years in Trust Administration.
  • •Strong knowledge of estate planning and fiduciary and tax laws.
  • •Significant skills interpreting legal and fiduciary documents and applying them to fiduciary advice.
  • •Very knowledgeable of banking and trust systems, including the ability to manage cash management and issue identification/resolution.
  • •Intermediate or advanced PC skills (Microsoft Office and database applications) and strong communication skills; able to mentor and coach trust advisors informally.
Experience:10+ yearsFiduciary servicesPrivate wealthInstitutional investment managementTrust administration
Education:Bachelor's
Skills:Issue identificationIssue resolutionOrganizationPrioritizationVerbal communicationWritten communicationMentoringClient service
Certifications:JDMBACFPCPACTFA
Languages:English
Tech Stack:Microsoft OfficeDatabase applicationsIWorkAdvisor DesktopReg 9Sarbanes OxleyAnti-money Laundering

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