Job Description

Job Description :

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)



Please review the following job description:

JOB SUMMARY
Summarize in one or two sentences the major purpose and responsibility of the job. This section provides a high-level description of why the job exists. (Use imperatives, i.e. use Manage instead of Manages)

Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.

THIS POSITION IS REMOTE.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.

2. Partners with client teams to help drive fiduciary new business identification and onboarding.

3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.

4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.

5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.

6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.

7. Responsible for the completion of projects as determined by the line of business.

8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).

QUALIFICATIONS

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional

Investment Management industry with 5+ years in Trust Administration.

2. Strong knowledge of estate planning, fiduciary and tax laws.

3. Strong analytical skills including, issue identification and resolution.

4. Significant legal document interpretation skills.

5. Very knowledgeable of banking and trust systems.

6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.

7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.

8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients

and internal partners.

9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand

ambassador for the group in engagement with clients and partners.

Preferred Qualifications:

1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.

2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).

3. Experience working with Trust Financial Software

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.