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Client Trust Services Coordinator

2 months ago

Coral Gables, Florida, United States Truist Financial Corporation Full time

Position Overview:

The role of the Fiduciary Support Specialist is crucial in providing exceptional support in the administration of personal trusts and investment portfolios for a diverse clientele. This position is designed for individuals who are bilingual in Spanish and English and will operate in a hybrid work environment.

Key Responsibilities:

  1. Assist in the onboarding and training of new team members.
  2. Lead special initiatives for the Wealth Region Support Leader and Fiduciary Group Support Leader.
  3. Foster a collaborative team atmosphere that promotes trust and unity while advocating for Wealth clients across various business units.
  4. Manage daily transactional requirements of clients, including processing deposits, distributions, payments, and transfers.
  5. Maintain accurate client records related to personal trust account administration and monitor transactions for precision and compliance.
  6. Utilize trust and investment systems to execute transactions, oversee accounts, generate reports, and prepare client presentations.
  7. Address client inquiries and requests for information within the scope of authority.
  8. Support sales and retention efforts by scheduling meetings, conducting follow-ups, and preparing marketing materials.
  9. Assist advisors with administrative tasks, prioritizing actions that enhance client interactions.
  10. Consistently deliver responsive and personalized service to Wealth clients.

Qualifications:

Required:

  • Experience in a similar role or related fields such as trust administration, investment, banking, or financial planning.
  • Comprehensive knowledge of financial products, including deposits and loans, as well as operating systems pertinent to the business.
  • Strong understanding of banking policies and procedures.
  • Excellent problem-solving abilities.
  • Ability to contribute positively to a team-oriented environment.
  • Exceptional interpersonal and relationship management skills.
  • Strong oral and written communication capabilities.
  • Demonstrated customer service excellence and professional demeanor.
  • Willingness to travel occasionally.

Preferred:

  • Undergraduate degree.
  • Graduation from Trust School.
  • Certification as a Financial Trust Advisor (CFTA).

Equal Opportunity Employer:

Truist Financial Corporation is committed to fostering a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classification protected by law.