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Fiduciary Team Leader
Company name
Truist Financial Corporation
Experience
10 yrs required
Location
Orlando, FL, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Nov 07, 2022
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
6900 S Orange Blossom Trail
Orlando
Florida
United States 32809-5778
Website : https://www.truist.com/
Location : Orlando, FL
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