Fiduciary Support Specialist II

Fiduciary Support Specialist

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

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.

• 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

Preferred Qualifications:

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

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.