Fiduciary Team Leader

Profile

Fiduciary Team Leader

Duties: Responsible for the successful delivery of various Trust Administration and client (direct client and client team) activities in accordance with the terms of governing instruments, Policies, Procedures and applicable state laws. Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists. Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners Responsible for the successful ongoing execution of assigned management routines Responsible for the successful execution of projects for the Advisory Center line of business Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.

Additional Information

Job ID: R0051718

Company info

Truist Financial Corporation
1122 North 25th Street
Richmond
Virginia
United States 23223
Website : https://www.truist.com/