Trust Administration Advisor

2 weeks ago

Charlotte, United States Truist Full time

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. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation.

2. Partners with client teams to help drive fiduciary new business identification and onboarding.

3. Meets or exceeds client service standards, aligned by Truist Wealth segmentation strategy, 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.

4. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include 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.

5. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.

6. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.

7. Responsible for the completion of projects as determined by the line of business.

8. Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).

QUALIFICATIONS

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.

1. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.

2. Strong knowledge of estate planning, fiduciary and tax laws.

3. Strong analytical skills including, issue identification and resolution. 

4. Significant legal document interpretation skills.

5. Very knowledgeable of banking and trust systems.

6. Intermediate or advanced PC skills including standard Microsoft Office products and database applications.

7. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.

8. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners. 

9. Ability to mentor and informally coach Trust Advisors and other members of the team. Serves as a brand ambassador for the group in engagement with clients and partners. 

Preferred Qualifications:

1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.

2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).

3. Experience working with Trust Financial Software

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.

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