Trust Administration Team Director

Truist•Orlando, FL

1d•Onsite

About The Position

This is an in-office position. The cities that are listed are options but we can review other locations as needed. JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible for assigned projects and other activities which benefit the overall line of business or center location.

Requirements

College Degree with a preferred emphasis on Business or Finance
Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal Trust
Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts
Leadership qualities and ability to successfully meet competing deadlines and commitments
Proven ability to communicate with partners and peers

Nice To Haves

CTFA or similar designation
Advance degree (JD, MBA, etc)
Prior direct Trust Administration experience with a book of personal trust accounts
Proficiency with various computer and systems applications used to lead the business
Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters

Responsibilities

Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws.
Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists.
Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners
Responsible for the successful ongoing execution of assigned management routines
Responsible for the successful execution of projects for the Advisory Center line of business
Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.