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Fiduciary Support Specialist II
Location:
Charlotte, NC
Description:
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language 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 and ultra-high net-worth clients. Provide administrative 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 RESPONSIBILITIESFollowing 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. Participate in onboarding new teammates and training2. Lead with special projects for Wealth Region Support Leader/Fiduciary Group Support Leader3. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units4. Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions5. Enter and maintain appropriate client records including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintains appropriate documentation of client transactions6. Utilize various trust systems to affect transactions, monitor accounts, create reports and prepare client presentations7. Respond to client requests for information and assistance within appropriate level of authority8. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials9. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction10. Continually render extraordinarily responsive and personal service to our Wealth Clients QUALIFICATIONSRequired 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. Seven years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience2. Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate3. Demonstrate strong knowledge of bank policy and procedures4. Strong problem-solving skills5. Contributes to a positive team environment that fosters cooperation, trust and group identity6. Excellent interpersonal and relationship management skills7. Excellent oral and written communication skills8. Exemplary customer service and professional etiquette skills9. Ability to travel, occasionally overnightPreferred Qualifications:1. Undergraduate degree2. Trust School graduate3. Certified Financial Trust Advisor (CFTA) 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9bbd41de-9c85-4922-8b2e-2605d652445c
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More About this Listing: Fiduciary Support Specialist II
Fiduciary Support Specialist II is a Other Jobs Support Worker Job at Truist located in Charlotte NC. Find other listings like Fiduciary Support Specialist II by searching Oodle for Other Jobs Support Worker Jobs.
Fiduciary Support Specialist II is a Other Jobs Support Worker Job at Truist located in Charlotte NC. Find other listings like Fiduciary Support Specialist II by searching Oodle for Other Jobs Support Worker Jobs.