Account Specialist, Foundations & Endowments (location ...

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.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility or call 877-891-2510 (accommodation requests only; other inquiries won''t receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:The location is flexible but must be within the geography of Truist. JOB SUMMARYFoundations & Endowments Specialty Practice (FESP) Account Specialist is an entry level client service teammate providing consistent, high quality account administration support for Trust and investment advisory relationships with not for profit (NFP) organization clients. They partner with an FESP Client Manager and/or FESP Account Manager to ensure the daily administration needs of client relationships are met. The position is very data entry and defined process driven.ESSENTIAL DUTIES AND RESPONSIBILITIESServe as Account Specialist and provide high quality account administration support for FESP Team clients. Administration includes client contact, cash processing, account openings and closings, account maintenance, risk & compliance support, and reporting. Partner with one or more FESP Client Managers and/or FESP Account Managers to meet and exceed client needs and objectives. Some complex administration tasks will be at the direction of the FESP Client Manager and/or Account Manager and other tasks will be handled independently.Respond to client and teammate requests timely and with high attention to detail and data accuracy.Will coordinate directly with Operations partners and submit requests accurately through defined processes and systems. May additionally interact with auditors and external vendors as it relates to client relationship administration.Manage risk, compliance, and expense control by following defined procedures, processes, and minimize operating losses. Adhere to appropriate document and record retention processes.Participate in projects and other initiatives as requested.QUALIFICATIONSRequired 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.* 3 or more years of client administration experience with trust, investment advisory and/or related not for profit or other experience. * Positive ''can do'' attitude and ability to work well within a Team environment in serving FESP clients. * Strong communication skills (written and verbal) and excellent presentation and interpersonal skills* Strong data entry skills and high attention to detail* Effective time and personal managementPreferred Qualifications:* Bachelor''s DegreeTruist 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.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Created: 2025-11-15