Trust Administration Advisor - Flexible locations (Truist geography)
Truist Financial
Charlotte, Orlando, Atlanta, Nashville, Raleigh
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 10+ yearsSkills: ["Analytical skills","Issue resolution","Organization","Communication","Mentoring"]Directly administer and provide fiduciary advice and oversight for a portfolio of wealth trust accounts, including personal, special needs, custodial, and guardianship trusts. Interpret legal and fiduciary documents, manage trust administrative duties (cash management, troubleshooting, file memorialization), and coordinate Reg-9 reviews and related tax matters (e.g., 1099s, 1041s). Partner with client teams and internal stakeholders, and help drive fiduciary onboarding and new business.

