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Truist Wealth FIRM Advisor III - IV (Flexible Location) in Raleigh, North Carolina

Req ID: R0043819

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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:

Serves as primary point of contact for administrative matters, fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of accounts which vary in levels of complexity and asset size. Collaborates with client team (Wealth Advisors, Investment Managers, Specialty Unit Partners) and external partners (attorneys, CPAs) to deliver advice and execute on client service standards.

This is a multi-level position

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.

List themajor responsibilitiesgenerally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish. Please use numbers to separate each distinct responsibility.

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, annual administrative and investment reviews, and proper documentation of administrative account files as well as client contact in our CRM system. Coordinates remediation of assigned tasks as a result of annual administrative and investment reviews, as well as 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. Keeps up to date on 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), as well as trends and developments in the trust and financial services industry. Assist with the transition of accounts from regional offices, including but not limited to knowledge transition calls with Regional Trust Advisors, partnering with client team to deliver proactive communication and client service, and in depth review of account files and documentation. Provide technical advice to and participate in training of peers and support personnel.


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. 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional

Investment Management industry with 5+ years in Trust Administration.

  1. Strong knowledge of estate planning, fiduciary and tax laws.

  2. Strong analytical skills including issue identification and resolution.

  3. Significant legal document interpretation skills

  4. Strong knowledge of banking and trust systems.

  5. Strong client service skills with the ability to retain, develop and expand client relationships.

  6. Demonstrated organization skills and ability to prioritize work in a fast-paced environment.

  7. Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.

9 Ability to mentor and informally coach Trust Advisors and other members of the team.

  1. Serves as a brand ambassador for the group in engagement with clients and partners

Intermediate or advanced PC skills including standard Microsoft Office products and database applications

Preferred Qualifications:

  1. Undergraduate degree in business, accounting, Fiduciary Administration or related field.

  2. Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).

  3. Experience working with Trust Financial Software

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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