Location: Winter Park,FL, USA
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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
This is an in-office position. We have listed several cities but are open to other locations as long as there is a Truist office available.
JOB SUMMARY
Reports to the Fiduciary Director and is responsible for the successful day to day execution and leadership of all the Trust Administration, New Business Engagement Risk Oversight, Compliance and Client (or Client Team) Delivery commitments for their respective segment(s) (Special Needs Trust and Structured Settlement Trust). The Trust Administration Team Director is accountable for the performance of all teammates (Trust Administration Advisors and Fiduciary Specialists) in their respective segment(s) (Special Needs Trust and Structured Settlement Trust). At the direction of the Fiduciary Director, the Trust Administration Team Director is responsible for assigned projects and other activities which benefit the overall line of business or center location.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. 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.
2. Responsible for the coaching, development, oversight and performance of assigned Trust Administration Advisors and Fiduciary Specialists.
3. Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners
4. Responsible for the successful ongoing execution of assigned management routines
5. Responsible for the successful execution of projects for the Advisory Center line of business
6. Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. College Degree with a preferred emphasis on Business or Finance
2. Significant experience (over 10 years) in Trust Administration , Fiduciary oversight and new business activities for Personal Trust
3. Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts
4. Leadership qualities and ability to successfully meet competing deadlines and commitments
5. Proven ability to communicate with partners and peers
Preferred Qualifications:
1. CTFA or similar designation
2. Advance degree (JD, MBA, etc)
3. Prior direct Trust Administration experience with a book of personal trust accounts
4. Proficiency with various computer and systems applications used to lead the business
5. Experience with addressing and resolving risk and compliance issues associated with Personal Trust Services matters
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.
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