Truist · 1 day ago
Trust Administration Advisor
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expTruist is a financial services company seeking a Trust Administration Advisor to provide fiduciary advice and oversight for various Wealth trust accounts. The role involves managing a portfolio of accounts, ensuring compliance with legal and fiduciary standards, and partnering with client teams to meet clients' financial goals.
BankingFinanceFinancial Services
Responsibilities
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
Partners with client teams to help drive fiduciary new business identification and onboarding
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
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
Coordinates annual Reg-9 administrative review resolution and coordinates 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
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)
Qualification
Required
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. Serves as a brand ambassador for the group in engagement with clients and partners
Preferred
Undergraduate degree in business, accounting, Fiduciary Administration or related field
Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA)
Experience working with Trust Financial Software
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
Company data provided by crunchbase