Wealth Fiduciary Account Opening Advisor
Truist Financial•Orlando, FL
252d•Remote
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
This is a remote position. Preference is to be located within the Truist geography. The New Account Onboarding Advisor directly oversees and is responsible for all facets for onboarding new fiduciary business, including account paperwork production and acceptance, coding on SEI/Trust 3000 platform, and setup of statements and fees. This function includes analyzing trust documents to obtain the necessary information to open an account.
