Wealth Fiduciary Account Opening Advisor
| Company | Truist |
|---|---|
| Location | Orlando, FL, USA, Richmond, VA, USA, Charlotte, NC, USA, Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 6+ years in a Fiduciary administration or related financial role. This could include internships.
- Undergraduate degree in business, accounting, fiduciary administration or related field.
- Deep understanding of fiduciary principles, including knowledge of estate planning documents and administration topics.
- Demonstrated proficiency in basic computer applications, including standard Microsoft Office products and database applications.
- Ability to work in fast-paced environment with high volume of work.
- Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
Responsibilities
- Responsible for onboarding of complex accounts from beginning to completion; including account paperwork production and acceptance, thorough document review, coding on SEI/Trust 3000 platform, and setup of statements and fees.
- Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process from beginning to completion.
- Responsible and accountable for the most complex fiduciary matters, as well as giving advice to client-facing wealth teams on proper procedures and policies necessary for account opening.
- Understands and is conversant with financial and estate planning strategies and is able to review and interpret legal and fiduciary documents.
- Collaborate with client teams to help drive fiduciary new business identification and onboarding.
- Proactively responsible for outreach, training, and problem resolution, as well as consultation on new account matters.
- Meet or exceed client service standards, aligned by Truist 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.
- Responsible for the completion of projects as assigned. Provides consultation and feedback regarding process improvements and technology enhancements.
- Serve as a subject matter expert and provide mentoring and counsel to New Account Opening Analysts and other New Account Onboarding Advisors, as well as to client teams and other internal partners.
Preferred Qualifications
- Working towards or possess an advanced degree or certification (e.g. JD, MBA, CFP, CPA, or CTFA).
- Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products.
- Intermediate or advanced PC skills including standard Microsoft Office products and database applications.