Truist Fiduciary Support Specialist I in Palm Beach, Florida
Req ID: R0048641
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Regular or Temporary:
Language Fluency: English (Required)
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. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.
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.
Participate in onboarding new teammates and training
Lead with special projects for Wealth Region Support Leader/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
Facilitate 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 including personal trust account administration activities, monitor client transactions and client data for accuracy and timeliness and maintains 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 those actions that enable quality client interaction
Continually render extraordinarily responsive and personal service to our Wealth Clients
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.
7+ 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 strong all around product knowledge, deposits, loan, products, 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 group identity
Excellent interpersonal and relationship management skills
Excellent oral and written communication skills
Exemplary customer service and professional etiquette skills
Ability to travel, occasionally overnight
Trust School graduate
Certified Financial Trust Advisor (CFTA)
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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