Fiduciary Support Specialist II at SunTrust (Raleigh, NC)

| Raleigh-Durham, NC
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Job Description :

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Regular or Temporary:
Regular

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. 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

  • 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


QUALIFICATIONS

Required Qualifications:
  • 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


Preferred Qualifications:
  • Undergraduate degree
  • 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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More Information on SunTrust
SunTrust operates in the Fintech industry. The company is located in Atlanta, GA. SunTrust was founded in 1891. It has 15500 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 401 open jobs at SunTrust, click here.
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