Current jobs related to Trust Administration Advisor - Charlotte, North Carolina - Truist

  • Trust Administration Manager

    1 week ago

    Charlotte, North Carolina, United States Comerica Incorporated Full time

    Job DescriptionWe invite you to explore the award-winning culture, people, rewards, and opportunities that make Comerica Bank so special. Make your next career choice a confident one.QualificationsBachelor's Degree from an accredited UniversityAt least 5 years of experience in staff managementAt least 10 years of experience in Fiduciary...

  • Group Benefits Advisor

    4 weeks ago

    Charlotte, North Carolina, United States The Hartford Full time

    Job Title: Client Advisor Group BenefitsWe are seeking a highly skilled and experienced Client Advisor Group Benefits to join our team at The Hartford. As a Client Advisor Group Benefits, you will be responsible for providing exceptional customer service and support to our clients, while also developing and executing growth strategies to drive business...

  • Service Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Volkswagen of South Charlotte Full time

    Service Advisor Opportunity at Volkswagen of South CharlotteVolkswagen of South Charlotte is committed to building trusting relationships with our employees, customers, and industry partners. We believe that our people make all the difference, and we're looking for a skilled Service Advisor to join our team.About the RoleAs a Service Advisor, you will assist...

  • Service Advisor

    2 weeks ago

    Charlotte, North Carolina, United States Woodie's Auto Service & Repair Full time

    Job DescriptionAt Woodie\u2019s Auto Service, we are seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a crucial role in building strong relationships with our customers by providing exceptional service and guidance throughout the vehicle repair and maintenance process.Key Responsibilities:Act as an advisor to our...

  • Service Advisor

    2 months ago

    Charlotte, North Carolina, United States Hendrick Automotive Group Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Service Advisor to join our team at Hendrick Automotive Group. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support throughout the service process.Key ResponsibilitiesWork closely with customers to understand their vehicle needs...

  • Service Advisor

    2 weeks ago

    Charlotte, North Carolina, United States Hendrick Automotive Group Full time

    Job Title: Service AdvisorHendrick Lexus Northlake is seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Work with customers and technicians to identify required maintenance and repairs.Advise customers on necessary and...

  • Service Advisor

    2 weeks ago

    Charlotte, North Carolina, United States Hendrick Automotive Group Full time

    Job Title: Service AdvisorWe are seeking a highly skilled and customer-focused Service Advisor to join our team at Hendrick Automotive Group. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support throughout the service process.Key Responsibilities:Work closely with customers to understand their...

  • Executive Coverage Advisor

    7 days ago

    Charlotte, North Carolina, United States Bank of America Full time

    Job Title: Executive Coverage AdvisorJob Summary:We are seeking an experienced Executive Coverage Advisor to join our team at Bank of America. As an Executive Coverage Advisor, you will be responsible for providing exceptional client service and coverage to Bank of America Executives.Key Responsibilities:Develop an in-depth understanding of clients' needs,...

  • Trust Services Specialist

    2 weeks ago

    Charlotte, North Carolina, United States U.S. Bancorp Full time

    U.S. Bank Global Corporate Trust ServicesWe are one of the largest providers of corporate trust services in the world, serving clients through our 48 domestic offices.Our ServicesTrustee Services: We provide trustee services to clients, ensuring the safekeeping and administration of assets.Agency Services: Our agency services include the receipt and handling...

  • Wealth and Trust Attorney

    2 weeks ago

    Charlotte, North Carolina, United States Jobot Full time

    Job Title: Wealth, Trust & Estate Planning Associate AttorneyAbout the Role:We are seeking an experienced Wealth, Trust & Estate Planning Associate Attorney to join our team at Jobot. As a key member of our team, you will be responsible for providing expert legal advice and guidance to our clients on matters related to wealth, trust, and estate planning.Key...

  • Wealth and Trust Attorney

    3 weeks ago

    Charlotte, North Carolina, United States Jobot Full time

    Job OpportunityWe are seeking a highly skilled Wealth, Trust & Estate Planning Associate Attorney to join our team at Jobot.About the RoleAssist in the preparation of wills, trusts, and other estate planning documents.Provide expertise in federal estate and gift taxes.Collaborate with clients to develop sophisticated tax planning strategies for individuals...

  • Service Advisor

    1 month ago

    Charlotte, North Carolina, United States Hendrick Automotive Group Full time

    Job Title: Service AdvisorWe are seeking a highly skilled and customer-focused Service Advisor to join our team at Hendrick Automotive Group. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support throughout the service process.Key Responsibilities:Work with customers and technicians to identify...

  • Automotive Service Advisor

    4 weeks ago

    Charlotte, North Carolina, United States Capital Ford of Charlotte Full time

    Automotive Service AdvisorCAPITAL is seeking a skilled Automotive Service Advisor to join our team. As the primary point of contact for customers requiring automotive maintenance and repair services, you will play a crucial role in ensuring exceptional customer experiences.Key Responsibilities:Conduct thorough vehicle inspections to accurately diagnose...

  • Service Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Dutch Miller Kia of Charlotte Full time

    About Dutch Miller Kia of CharlotteWe are a leading automotive dealership dedicated to providing an exceptional customer experience. Our team is passionate about delivering top-notch service and sales solutions to our customers.Job SummaryWe are seeking a highly skilled and organized Service Advisor to join our team. As a Service Advisor, you will be...

  • Service Advisor

    2 weeks ago

    Charlotte, North Carolina, United States Hendrick Automotive Company Full time

    Job SummaryWe are seeking a highly skilled Service Advisor to join our team at Hendrick Lexus Northlake. As a Service Advisor, you will be responsible for selling, identifying, and documenting service, maintenance, and repair services for customers. You will work closely with customers and technicians to identify required maintenance and advise customers on...

  • Financial Advisor

    4 weeks ago

    Charlotte, North Carolina, United States Thrivent Full time

    About the RoleAs a Thrivent Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial advice. You will work with clients to help them achieve their financial goals, while also enjoying the satisfaction of making a difference in their lives.Key ResponsibilitiesBuild a...

  • Human Resources Business Advisor

    1 week ago

    Charlotte, North Carolina, United States KPMG Full time

    About the RoleKPMG is seeking a Senior Associate, HR Business Advisor to join our Talent & Culture organization.Key ResponsibilitiesCollaborate with HR Business Advisor peers, People Relation Group, Finance, and Accounting to support major processes and projects.Complete analyses and offer solutions to improve project efficiency.Use independent judgment to...

  • Financial Services Advisor

    3 weeks ago

    Charlotte, North Carolina, United States The Pelora Group Full time

    Unlock Your Potential as a Financial ProfessionalAre you ready to make a meaningful impact in your community, build a lasting legacy for yourself and your clients, and enjoy the freedom and flexibility you deserve without feeling isolated?As a Financial Professional supported by The Pelora Group, you'll be part of a dynamic community of professionals who...

  • Benefits Administrator

    4 weeks ago

    Charlotte, North Carolina, United States Lincoln Property Company Full time

    Job Title: Benefits ManagerLincoln Property Company is seeking a highly skilled Benefits Manager to oversee all aspects of our organization's benefits programs. The successful candidate will be responsible for creating and managing employee benefits programs, including health, dental, vision, life insurance, and retirement plans.Key Responsibilities:Develop...

  • Senior Associate, HR Business Advisor

    1 week ago

    Charlotte, North Carolina, United States KPMG Full time

    Key Responsibilities:As a Senior Associate, HR Business Advisor at KPMG, you will collaborate with various teams, including Human Resource Business Advisors, People Relation Group, Finance, and Accounting, to support major processes and projects. Your responsibilities will include proposing solutions, influencing expectations, and completing complex analyses...

Trust Administration Advisor

2 months ago

Charlotte, North Carolina, United States Truist Full time
Job Summary

This is a Remote position, preferably within the geography of Truist. The role involves directly administering and providing fiduciary advice and oversight for all types of Wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.

Key Responsibilities
  • Understand and interpret financial and estate planning strategies, as well as legal and fiduciary documents, to deliver fiduciary advice to clients or client teams.
  • Partner with client teams to drive fiduciary new business identification and onboarding.
  • Meet or exceed client service standards by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax, financial, estate planning, and banking goals and objectives.
  • Ensure trust administrative duties are completed effectively and efficiently, including comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems.
  • Coordinate annual Reg-9 administrative review resolution and coordinate tax matters for assigned accounts, including 1099s, 1041s, and others as appropriate.
  • Responsible for the proper escalation of matters to various internal parties, including Risk Oversight, Legal, and Compliance.
  • Responsible for the completion of projects as determined by the line of business.
Qualifications
  • 10+ years of 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, including standard Microsoft Office products and database applications.
  • Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
  • Excellent verbal and written communication skills, able to communicate complex information clearly to clients and internal partners.
  • Ability to mentor and informally coach Trust Advisors and other members of the team, serving as a brand ambassador for the group in engagement with clients and partners.
Preferred Qualifications
  • Undergraduate degree in business, accounting, Fiduciary Administration, or related field.
  • Working towards or possess an advanced degree or certification, such as JD, MBA, CFP, CPA, or CTFA.
  • Experience working with Trust Financial Software.
Benefits

Truist offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation and 10 sick days, as well as 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.

Equal Employment Opportunity

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.