Privately Held Investment Specialist II - (Richmond, Atlanta, Winston- Salem, NC., or Charlotte)

Truist Financial Corporation•Richmond, VA

56d

About The Position

Responsible for supporting the coordinated delivery of asset management services to the real estate, closely held business, and mineral/oil/gas portfolio of trust owned assets. Provide administrative and operational support to Privately Held Investment Officers. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) and outside vendors to render an extraordinarily high level of asset management service to our Wealth Clients. 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. Participate in onboarding new teammates and training Participate in special projects for the Privately Held Investments team Contribute to a positive team environment that fosters cooperation, trust and commitment and be an effective advocate for Wealth clients with internal partners Facilitate day-to-day transactional items associated with the portfolio of assets, including processing deposits, distributions, payments, transfers or other routine transactions Enter and maintain appropriate client and asset records including due dates for regulatory requirements, administrative activities, client/asset transactions and data for accuracy and timeliness and maintains appropriate documentation of asset transactions Utilize various trust and asset management systems to affect transactions, monitor accounts, review reports for action items and maintain accurate records Respond to client requests for information and assistance within an appropriate level of authority Support the repair and maintenance of assets by coordinating with outside vendors, conducting follow-up telephone calls, and monitoring progress and completion Assist the officers with other administrative functions, prioritizing those actions that enable quality client and internal partner interaction as well as asset preservation Continually render extraordinarily responsive and personal service to our Wealth Clients, internal partners and vendors

Requirements

Seven 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 strong all around product knowledge, deposits, loan, products, 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 group identity
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 graduate
Certified Financial Trust Advisor (CFTA)

Responsibilities

Participate in onboarding new teammates and training
Participate in special projects for the Privately Held Investments team
Contribute to a positive team environment that fosters cooperation, trust and commitment and be an effective advocate for Wealth clients with internal partners
Facilitate day-to-day transactional items associated with the portfolio of assets, including processing deposits, distributions, payments, transfers or other routine transactions
Enter and maintain appropriate client and asset records including due dates for regulatory requirements, administrative activities, client/asset transactions and data for accuracy and timeliness and maintains appropriate documentation of asset transactions
Utilize various trust and asset management systems to affect transactions, monitor accounts, review reports for action items and maintain accurate records
Respond to client requests for information and assistance within an appropriate level of authority
Support the repair and maintenance of assets by coordinating with outside vendors, conducting follow-up telephone calls, and monitoring progress and completion
Assist the officers with other administrative functions, prioritizing those actions that enable quality client and internal partner interaction as well as asset preservation
Continually render extraordinarily responsive and personal service to our Wealth Clients, internal partners and vendors

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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