Center Trust Advisor

Profile

Center Trust Advisor

Duties: Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents. Uses this expertise to help deliver fiduciary advice directly to clients or to the client team, depending on segmentation. Partners with client teams to help drive fiduciary new business identification and onboarding. Meets or exceeds client service standards, aligned by Wealth segmentation strategy, by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients’ tax, financial, estate planning, and banking goals and objectives. Ensures trust administrative duties are completed in an effective and efficient manner. These tasks include comprehensive review and interpretation of governing trust and account documents, cash management, trouble shooting, and proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate. Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance. Responsible for the completion of projects as determined by the line of business. Conforms to policies and procedures, applicable laws and the terms of the underlying documents (including Reg 9, Discretionary Distribution policies and procedures, Sarbanes Oxley/Anti-money Laundering).

Additional Information

Job ID: R0037125

Company info

Truist Financial Corporation
6900 S Orange Blossom Trail
Orlando
Florida
United States 32809-5778
Website : https://www.truist.com/