Wealth Fiduciary Account Opening Advisor

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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 a remote position. Preference is to be located within the Truist geography.

The New Account Onboarding Advisor directly oversees and is responsible for all facets for onboarding new fiduciary business, including account paperwork production and acceptance, coding on SEI/Trust 3000 platform, and setup of statements and fees. This function includes analyzing trust documents to obtain the necessary information to open an account.

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. 

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.  Uses this expertise to onboard fiduciary accounts by providing suggestions and feedback to client teams, as well as offering multiple recommendations to support seamless client onboarding.

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.

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.

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

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.

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 is an Equal Opportunity Employer that does not discriminate 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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