Truist · 1 day ago
Fiduciary Support Specialist II ( Atlanta, GA.)
Atlanta, GA
Full-time
Onsite
Mid Level
3+ years expTruist Bank is seeking a Fiduciary Support Specialist II to support the coordinated delivery of personal trust administration for affluent clients. The role involves providing client support, managing transactions, and ensuring high levels of service within the Wealth team.
BankingFinanceFinancial Services
Responsibilities
Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions
Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions
Utilize various trust systems to affect transactions, monitor accounts, and create reports
Respond to client requests for information and assistance within appropriate level of authority
Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation
Prioritizing fiduciary activities that enable quality client interaction
Continually render extraordinarily responsive and personal service to our Wealth Clients
Participate in onboarding new teammates and training
Assist with special projects for Fiduciary Group Support Leader
Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units
Qualification
Required
3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience
Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
Demonstrate strong knowledge of bank policy and procedures
Strong problem-solving skills
Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
Excellent interpersonal and relationship management skills
Excellent oral and written communication skills
Exemplary customer service and professional etiquette skills
Ability to travel, occasionally overnight
Preferred
Undergraduate degree
Trust School attendee or graduate
Fiduciary experience a plus
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
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
2026-01-16
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2026-01-15
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