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Truist Fiduciary Support Specialist II in Charlotte, North Carolina

Req ID: R0050560

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for supporting the coordinated delivery of personal trust administration and investment portfolio management to a challenging and sensitive portfolio of affluent clients. Provide administrative support to Trust Advisors and/or Investment Managers, and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.


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.

  • Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions

  • Maintain positive working relationships with various departments and individuals who are designated to support Wealth Client support efforts (investment management, trust and fiduciary services, etc.) and be an effective advocate for Wealth Clients with other business units

  • Enter and maintain appropriate client records including personal trust account administration activities

  • Monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions

  • Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations

  • 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 preparing and maintaining client presentation and marketing materials

  • Assist the advisors with other administrative functions, prioritizing these actions that enable quality client interaction

  • Continually recognizing that the Fiduciary Support Specialist is often the high net-worth client's window to the bank, and as such continually render extraordinarily responsive and personal service to our Wealth Clients


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.

  • Undergraduate degree or 1+ years of banking experience

  • Excellent organizational skills with the ability to work on numerous tasks simultaneously

  • Flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities

  • Basic understanding of banking & lending solutions

  • 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 Qualifications:

  • 3 years of previous banking or other financial institutional experience

Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.

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