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Trust Administration Team Director
Truist. 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.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- College Degree with a preferred emphasis on Business or Finance
- Significant experience (over 10 years) 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
- CTFA or similar designation (preferred)
- Advance degree (JD, MBA, etc) (preferred)
- Prior direct Trust Administration experience with a book of personal trust accounts (preferred)
- Proficiency with various computer and systems applications used to lead the business (preferred)
- Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters (preferred)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- Minimum of 10 days of vacation
- 10 sick days
- Paid holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Trust AdministrationFiduciary oversightRisk managementCompliance managementProject executionClient serviceBusiness developmentPersonal Trust AccountsPerformance oversightManagement routines
Soft Skills
LeadershipCommunicationCoachingDevelopmentConflict resolutionTime managementTeam collaborationProblem-solvingDecision-makingAdaptability
Certifications
CTFAJDMBA