Trust Administration Advisor
2 days ago
Truist Wealth Trust Account ManagerDirectly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying accounts in levels of complexity and asset size.Essential duties and responsibilities include:Understanding and interpreting financial and estate planning strategies and legal and fiduciary documents.Partnering with client teams to identify and onboard new business.Meeting or exceeding client service standards by partnering with various internal teams to define and meet clients' goals and objectives.Completing trust administrative duties in an effective and efficient manner.Coordinating annual administrative review and tax matters for assigned accounts.Escalating matters to internal parties as needed.Completing projects as determined by the line of business.Conforming to Truist policies and procedures, applicable laws and the terms of the underlying documents.Required qualifications include:10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.Strong knowledge of estate planning, fiduciary and tax laws.Strong analytical skills including issue identification and resolution.Significant legal document interpretation skills.Very knowledgeable of banking and trust systems.Intermediate or advanced PC skills.Demonstrated organization skills and ability to prioritize work.Excellent verbal and written communication skills.Ability to mentor and informally coach Trust Advisors and other members of the team.Preferred qualifications include:Undergraduate degree in business, accounting, Fiduciary Administration or related field.Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).Experience working with Trust Financial Software.Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to eligible teammates. Teammates also receive vacation, sick days, and paid holidays. 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.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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Trust Advisor II
3 weeks ago
Atlanta, United States Georgia Staffing Full timeJob TitleProvide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.Essential Duties And ResponsibilitiesEngage with the Wealth Advisor and...
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Trust Advisor II
3 weeks ago
Atlanta, United States Atlanta Staffing Full timeJob TitleProvide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities from both internal and external sources.Essential Duties And ResponsibilitiesFollowing is a summary of the essential...
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Senior Trust Officer
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Atlanta, GA, United States Raymond James Full timeEssential Duties and Responsibilities Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations. Participates in the income tax planning and preparation process, performs such tax planning functions as may be appropriate and effectively explain tax matters to beneficiaries, Financial Advisors and...
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Trust Administrative Assistant
3 weeks ago
Atlanta, United States Georgia Staffing Full timeTrust Administrative Assistant OpportunityAdecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a winning culture and get your foot in the door with a company that takes pride in their employees and their work. If Trust Administrative Assistant sounds...
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Trust Administrative Assistant
3 weeks ago
Atlanta, United States Atlanta Staffing Full timeTrust Administrative Assistant OpportunityAdecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a winning culture and get your foot in the door with a company that takes pride in their employees and their work. If Trust Administrative Assistant sounds...
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Trust Administrative Assistant
3 weeks ago
Atlanta, United States Atlanta Staffing Full timeTrust Administrative Assistant Opportunity Adecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a winning culture and get your foot in the door with a company that takes pride in their employees and their work. If Trust Administrative Assistant sounds...
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Trust Administrative Assistant
3 weeks ago
Atlanta, United States Georgia Staffing Full timeTrust Administrative Assistant Opportunity Adecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a winning culture and get your foot in the door with a company that takes pride in their employees and their work. If Trust Administrative Assistant sounds...
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Trust Administrative Assistant
2 weeks ago
Atlanta, United States Atlanta Staffing Full timeTrust Administrative Assistant Opportunity Adecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a winning culture and get your foot in the door with a company that takes pride in their employees and their work. If Trust Administrative Assistant sounds...
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Trust Administrative Assistant
3 weeks ago
Atlanta, United States Adecco US, Inc. Full timeAdecco is assisting a local client recruiting for Trust Administrative Assistant opportunities onsite in Atlanta, GA. This is an excellent opportunity to join a winning culture and get your foot in the door with a company that takes pride in their employees and their work. If Trust Administrative Assistant sounds like something you would be interested in,...
