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Fiduciary Support Specialist II

Truist

Fiduciary Support Specialist II

full-timePosted: Aug 20, 2026Updated: Aug 28, 2026VA, Richmond

Job Description

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of affluent clients. Provide client support to Trust Advisors. Help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients.Essential Duties and ResponsibilitiesFollowing 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. Prioritize relationship management activities by facilitating the day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers, or other routine transactions2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions. 3. Utilize various trust systems to affect transactions, monitor accounts, and create reports4. Respond to client requests for information and assistance within appropriate level of authority5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and client meeting preparation6. Prioritizing fiduciary activities that enable quality client interaction7. Continually render extraordinarily responsive and personal service to our Wealth Clients8. Participate in onboarding new teammates and training9. Assist with special projects for Fiduciary Group Support Leader10. Contribute to a positive team environment that fosters cooperation, trust and group identity and be an effective advocate for Wealth clients with other business unitsQUALIFICATIONSRequired 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. 3+ years in the role as a Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate3. Demonstrate strong knowledge of bank policy and procedures4. Strong problem-solving skills5. Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach6. Excellent interpersonal and relationship management skills7. Excellent oral and written communication skills8. Exemplary customer service and professional etiquette skills 9. Ability to travel, occasionally overnight Preferred Qualifications:1. Undergraduate degree2. Trust School attendee or graduate3. Fiduciary experience a plus The annual base salary for this position is $58,000-70,000 per year.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.EEO is the Law E-Verify IER Right to Work

Locations

  • VA, Richmond

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