Fiduciary Support Specialist Ii (atlanta, Ga.)

Truist Bank

Atlanta, GA, United States
On-site
Client trust administration
Transactional needs
Client records maintenance
Truist Bank is seeking a Fiduciary Support Specialist II for their Atlanta, GA location. The role involves providing comprehensive support for affluent client trust administration, ensuring high-quality service delivery while collaborating closely with Trust Advisors and the Wealth team

Job Summary

  • Responsible for supporting the coordinated delivery of personal trust administration for a complex and sensitive portfolio of affluent clients.
  • Provide comprehensive client support to Trust Advisors, ensuring seamless service execution.
  • Partner closely with other members of the Wealth team—including Advisors, Planners, and additional specialists—to deliver an exceptionally high level of service to our Wealth clients.

Matching Summary

Match Score: 85

Truist Bank is seeking a Fiduciary Support Specialist II for their Atlanta, GA location. The role involves providing comprehensive support for affluent client trust administration, ensuring high-quality service delivery while collaborating closely with Trust Advisors and the Wealth team.

Skills & Requirements

Must-have

  • client trust administration
  • transactional needs
  • client records maintenance
  • trust systems utilization
  • responsive client service

Nice-to-have

  • positive team environment
  • advocate for Wealth clients

Key Requirements

  • 3+ years trust experience
  • Understanding of trust and estate operating systems
  • Knowledge of bank policy and procedures
  • Ability to travel occasionally overnight

Work Rights

Not specified

Tailored Resume

Cover Letter