Truist Financial

Fiduciary Support Specialist

Truist Financial
Charlotte, NC, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Truist Financial is looking for an organized and detail-oriented Fiduciary Support Specialist to join our team. We are looking for an individual who is reliable, customer-focused, and passionate about providing superior fiduciary services to our clients. The ideal candidate must have an understanding of trust accounting and the regulations associated with trust operations, as well as excellent communication, interpersonal, and organizational skills. A successful Fiduciary Support Specialist will be a self-motivated individual who takes initiative and is able to work independently as well as with other members of the team. If you have the qualifications and commitment to providing excellent fiduciary service, we’d love to hear from you.

Responsibilities of a Fiduciary Support Specialist:

  • Manage trust accounts and ensure compliance with all applicable regulations
  • Provide superior fiduciary service to clients
  • Maintain accurate records for all trust accounts
  • Ensure timely and accurate processing of trust transactions
  • Respond to client inquiries in a timely and professional manner
  • Develop and maintain effective relationships with clients, advisors, and third-party vendors
  • Monitor trust accounts to ensure that assets are properly managed and protected
  • Identify and recommend potential process improvements
  • Assist in the preparation of financial reports and other fiduciary documents
  • Stay abreast of industry trends and developments in the trust industry
Where is this job?
This job is located at Charlotte, NC, USA
Job Qualifications

  • Strong Interpersonal And Communication Skills

  • Excellent Organizational Skills

  • Ability To Prioritize Tasks And Manage Multiple Tasks Simultaneously

  • Experience With Fiduciary And Trust Accounting Software

  • Knowledge Of Fiduciary Regulations And Procedures

  • Familiarity With Financial Products And Services

  • Ability To Work Independently With Minimal Supervision

  • Bachelor’s Degree In Accounting Or Finance

Required Skills

  • Documentation

  • Risk Management

  • Research

  • Quality Assurance

  • Data Entry

  • Planning

  • Communication

  • Negotiation

  • Compliance

  • Analysis

  • Client Relations

  • Problem-Solving

  • Investing

  • Regulatory Knowledge

  • Review

Soft Skills

  • Communication

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Fiduciary Support Specialist in Charlotte, NC, USA is $55,000 - $87,000 per year. The median salary for this position is approximately $71,000.

Additional Information
Truist Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 3rd, 2023
Apply BeforeAugust 19th, 2025
This job posting is from a verified source. 
Reposted
See an issue with this job? Report it to us

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

Upload
About Truist Financial

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. The company was formed in December 2019 as the result of the merger of BB&T and SunTrust Banks.

Frequently asked questions
More Jobs From Truist Financial

View All Truist Financial jobs

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started