Fiduciary Support Specialist - Flexible location within the Truist Geography

Truist Bank•Atlanta, VA

3d•Onsite

About The Position

Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients. This is an in office position - Monday - Friday. The locations listed are options and other locations will be considered within the geography of Truist.

Requirements

3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
Demonstrate strong knowledge of bank policy and procedures
Strong problem-solving skills
Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
Excellent interpersonal and relationship management skills
Excellent oral and written communication skills
Exemplary customer service and professional etiquette skills
Ability to travel, occasionally overnight

Nice To Haves

Undergraduate degree
Trust School attendee or graduate
Fiduciary experience a plus

Responsibilities

Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
Utilize various trust systems to affect transactions, monitor accounts, and create reports
Respond to client requests for information and assistance within appropriate level of authority
Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
Prioritizing fiduciary activities that enable quality client interaction
Continually render extraordinarily responsive and personal service to our Wealth Clients
Participate in onboarding new teammates and training
Assist with special projects for Fiduciary Group Support Leader
Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units