Fiduciary Team Leader

Profile

Fiduciary Team Leader

The candidate will be 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. Should preferably have College Degree with emphasis on Business or Finance. Must have 10+ years of experience in Trust Administration , Fiduciary oversight and new business activities for Personal Trust. Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts. Leadership qualities and ability to successfully meet competing deadlines and commitments. Proven ability to communicate with partners and peers. Proficiency with various computer and systems applications used to lead the business. Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters.

Additional Information

JOB ID: R0051718

Company info

Truist Financial Corporation
303 Peachtree St. NE
Atlanta
Georgia
United States 30308
Website : https://www.truist.com/