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Truist Financial - Coral Gables, FL
posted about 2 months ago
Part-time,Full-time - Mid Level
Coral Gables, FL
Credit Intermediation and Related Activities
About the position
The Fiduciary Support Specialist II is responsible for providing administrative support to Trust Advisors and ensuring the coordinated delivery of personal trust administration to affluent and ultra-high net-worth clients. This role involves facilitating day-to-day transactional needs, maintaining client records, and contributing to a positive team environment while delivering high-quality service to Wealth Clients.
Responsibilities
- Participate in onboarding new teammates and training
- Lead special projects for Wealth Region Support Leader/Fiduciary Group Support Leader
- Contribute to a positive team environment that fosters cooperation and trust
- Facilitate day-to-day transactional needs of the client base
- Enter and maintain appropriate client records and monitor client transactions
- Utilize various trust systems to affect transactions and prepare client presentations
- Respond to client requests for information and assistance
- Support sales and retention efforts by scheduling appointments and preparing marketing materials
- Assist advisors with administrative functions to enable quality client interaction
- Render responsive and personal service to Wealth Clients
Requirements
- Seven years of experience as a Fiduciary Support Specialist or equivalent client service experience
- Strong product knowledge in deposits, loans, and trust and estate operations
- Knowledge of bank policies and procedures
- Strong problem-solving skills
- Excellent interpersonal and relationship management skills
- Excellent oral and written communication skills
- Exemplary customer service and professional etiquette skills
- Ability to travel occasionally overnight
Nice-to-haves
- Undergraduate degree
- Trust School graduate
- Certified Trust and Fiduciary Advisor (CTFA)
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment insurance
- Tax-preferred savings accounts
- 401k plan
- Vacation days (minimum of 10 days)
- Sick days (minimum of 10 days)
- Paid holidays
- Defined benefit pension plan (depending on position)
- Restricted stock units (depending on position)
- Deferred compensation plan (depending on position)
