International Fiduciary Support Specialist

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: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 RESPONSIBILITIESFollowing 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. 1. Participate in onboarding new teammates and training2. Lead with special projects for Wealth Region Support Leader/Fiduciary Group Support Leader3. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business units4. Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions5. 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 transactions6. Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations7. Respond to client requests for information and assistance within appropriate level of authority8. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials9. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction10. Continually render extraordinarily responsive and personal service to our Wealth ClientsQUALIFICATIONSRequired 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. 7+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience2. Demonstrate strong all around product knowledge, deposits, loan, products, operating systems unique to line of business, including trust and estate3. Demonstrate strong knowledge of bank policy and procedures4. Strong problem solving skills5. Contributes to a positive team environment that fosters cooperation, trust and group identity6. Excellent interpersonal and relationship management skills7. Excellent oral and written communication skills8. Exemplary customer service and professional etiquette skills9. Ability to travel, occasionally overnight10. Bilingual (Spanish/English)Preferred Qualifications:1. Undergraduate degree2. Trust School graduate3. 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.EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Created: 2025-09-06