Truist Financial

Trust Administration Team Director

Truist Financial$100K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • College Degree in Business or Finance preferred
  • 10+ years of experience in Trust Administration and Fiduciary oversight
  • Knowledge of state laws governing Personal Trust Accounts
  • Strong leadership skills and ability to manage deadlines
  • Excellent communication skills with peers and partners

Responsibilities

  • Ensure execution of Trust Administration and client activities per policies and laws
  • Coach and develop Trust Advisors and Client Service Specialists
  • Coordinate Risk, Compliance, and Oversight activities
  • Oversee management routines execution
  • Execute projects for the Advisory Center line of business
  • Resolve client or teammate escalations and escalate as necessary

Benefits

  • Medical, dental, and vision insurance
  • Life insurance and disability coverage
  • Tax-preferred savings accounts and 401k plan
  • No less than 10 days of vacation and 10 sick days
  • Paid holidays and eligibility for additional benefits such as pension plans and restricted stock units
Full Job Description
This is an in-office position. The cities that are listed are options but we can review other locations within the Truist geography. JOB SUMMARY Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments for their respective segment(s). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible for assigned projects and other activities which benefit the overall line of business or center location. 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. Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws. 2. Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists. 3. Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners 4. Responsible for the successful ongoing execution of assigned management routines 5. Responsible for the successful execution of projects for the Advisory Center line of business 6. Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed. 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. College Degree with a preferred emphasis on Business or Finance 2. Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal Trust 3. Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts 4. Leadership qualities and ability to successfully meet competing deadlines and commitments 5. Proven ability to communicate with partners and peers Preferred Qualifications: 1. CTFA or similar designation 2. Advance degree (JD, MBA, etc) 3. Prior direct Trust Administration experience with a book of personal trust accounts 4. Proficiency with various computer and systems applications used to lead the business 5. Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters 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. For more details on Truist9s generous benefit plans, please visit . Depending on the position and division, this job may also be eligible for Truist9s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

About Truist Financial

Truist Financial Careers

Join the dynamic team at Truist Financial, a leader in the financial services sector, and propel your career to new heights. At Truist Financial, we offer more than just job opportunities; we provide a platform for professional growth and innovation in an environment that values diversity and leadership.

Why Truist Financial?

At Truist Financial, we are committed to building a diverse and inclusive workplace where every team member is empowered to contribute their unique skills and perspectives. We believe that our strength lies in our diversity, and we are dedicated to fostering a culture that embraces the differences that make each of us unique.

Explore a World of Opportunities

Whether you're seeking your first internship or a seasoned professional looking to advance your career, Truist Financial offers a range of employment opportunities across various disciplines. Our team is growing, and we are constantly looking for talented individuals who are eager to make an impact.

Innovate and Lead

Join us and be part of a culture of innovation where your ideas can help shape the future of banking. At Truist Financial, you’ll work alongside industry leaders and have access to cutting-edge resources that foster continuous professional development and innovation.

Develop Your Career

Truist Financial is deeply invested in the career progression of our employees. We offer robust training programs, including leadership development and diversity training, to ensure you have the tools needed to succeed. Our commitment to your growth is reflected in our comprehensive benefits package, designed to support you both professionally and personally.

Networking and Professional Development

Enhance your professional network and connect with like-minded colleagues through our various networking events and community engagement initiatives. At Truist Financial, we believe in the power of connections and the impact they can have on your career.

Join Our Team

Ready to take the next step in your career? Explore the current job openings at Truist Financial. We are hiring across multiple departments, looking for passionate, curious, and innovative individuals to join our team. Check out our available positions and find the one that best matches your skills and interests.

Prepare for Your Interview

Make a great first impression. Visit our Careers page for tips on how to craft a compelling resume and succeed in your interview at Truist Financial. We are excited to see how you can contribute to our team and help us drive the future of banking.

Stay Connected

Don’t miss out on future opportunities or insights into our company culture and industry trends. Subscribe to our job alert emails and stay informed about new positions and career tips directly from our professionals. At Truist Financial, we’re not just offering jobs; we’re building careers. Join us and discover how you can make a difference and fuel your future.

SEARCH TRUIST FINANCIAL JOBS

READ CAREERS BLOG

Learn more about Truist Financial
Size
50,283 employees
Market Cap
$56.6 billion
Industry
5 Year Trend
+14.3%
NASDAQ

Similar Jobs

More Jobs at Truist Financial

More Finance & Insurance Jobs

Find similar Trust Administration Team Director jobs: