Fiduciary Support Specialist II

Regular, full-time position. Fluency in English required. 1st shift (United States of America).

About the role

Support the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors and coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to Wealth Clients.

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 timiness, 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.
• Prioritize fiduciary activities that enable quality client interaction.
• Continually render extraordinarily responsive and personal service to 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.

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 the line of business, including trust and estate.
• 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 a 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.

Preferred Qualifications

• Undergraduate degree.
• Trust School attendee or graduate.
• Fiduciary experience a plus.

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and full-time or part-time status) during the first year of employment, along with 10 sick days and paid holidays.
• Depending on the position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.