Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts
Manages a portfolio of varying accounts in levels of complexity and asset size
Understands and is conversant with financial and estate planning strategies
Partners with client teams to help drive fiduciary new business identification and onboarding
Meets or exceeds client service standards by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors
Ensures trust administrative duties are completed effectively and efficiently
Coordinates annual Reg-9 administrative review resolution
Responsible for the proper escalation of matters to various internal parties
Responsible for the completion of projects as determined by the line of business
Conforms to Truist policies and procedures

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 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

Trust Administration Advisor

Key skills