Fiduciary Support Specialist II
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What you'll do
- 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
What they're looking for
- 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 have
- Undergraduate degree
- Trust School attendee or graduate
- Fiduciary experience a plus
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
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.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.
1. 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
2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust systems to affect transactions, monitor accounts, and create reports
4. Respond to client requests for information and assistance within appropriate level of authority
5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
6. Prioritizing fiduciary activities that enable quality client interaction
7. Continually render extraordinarily responsive and personal service to our Wealth Clients
8. Participate in onboarding new teammates and training
9. Assist with special projects for Fiduciary Group Support Leader
10. 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
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. 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
2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
3. Demonstrate strong knowledge of bank policy and procedures
4. Strong problem-solving skills
5. Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
6. Excellent interpersonal and relationship management skills
7. Excellent oral and written communication skills
8. Exemplary customer service and professional etiquette skills
9. Ability to travel, occasionally overnight
Preferred Qualifications:
1. Undergraduate degree
2. Trust School attendee or graduate
3. Fiduciary experience a plus
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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