Truist
Truist
Truist is a financial services company serving customers through branch banking, commercial banking, corporate and institutional banking, mortgage lending, and consumer lending. Its work spans the needs of individuals, businesses, and institutions, with a stated focus on care, diversity, inclusion, and community impact. Truist offers career opportunities across its banking and finance operations and highlights employee development, workplace equity, and resources that support wellbeing.

Trust Administration Advisor - Truist - Charlotte, NC Onsite

Administer complex fiduciary accounts and provide trust, estate-planning, tax, and client advisory guidance for Truist in an onsite Charlotte role.

Description

  • Administer and oversee Wealth trust accounts while providing fiduciary guidance across personal, special needs, investment management, custodial, and guardianship trusts.
  • Manage a portfolio of fiduciary accounts with differing levels of complexity and asset value.
  • Interpret financial and estate-planning strategies alongside legal and fiduciary documents.
  • Provide fiduciary advice directly to clients and client-facing teams.
  • Work with client teams to identify and onboard new fiduciary business.
  • Collaborate with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors to support clients’ tax, financial, estate-planning, and banking objectives.
  • Handle trust administration tasks, including governing-document review, cash management, issue resolution, and file documentation in iWork and Advisor Desktop.
  • Coordinate resolution of annual Reg 9 administrative reviews.
  • Manage tax-related matters, including 1099 and 1041 requirements.
  • Refer matters to Risk Oversight, Legal, and Compliance as needed.
  • Complete projects assigned by the line of business.
  • Comply with Truist policies, applicable laws, Reg 9, Discretionary Distribution procedures, Sarbanes-Oxley, and Anti-Money Laundering requirements.

Requirements

  • At least 10 years of experience as a relationship manager in fiduciary services, private wealth, or institutional investment management.
  • At least 5 years of experience in trust administration.
  • Strong understanding of estate-planning, fiduciary, and tax laws.
  • Advanced analytical ability to identify and resolve issues.
  • Extensive experience interpreting legal documents.
  • Deep familiarity with banking and trust administration systems.
  • Intermediate or advanced PC proficiency, including Microsoft Office and database applications.
  • Strong organizational and prioritization skills in a fast-paced environment.
  • Excellent written and verbal communication skills, with the ability to explain complex information clearly to clients and internal partners.
  • Ability to mentor and informally coach Trust Advisors and other team members.
  • Undergraduate degree in business, accounting, fiduciary administration, or a related discipline preferred.
  • Advanced degree or certification such as a JD, MBA, CFP, CPA, or CTFA in progress or completed preferred.
  • Experience using Trust Financial Software preferred.
  • Fluency in English required.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-advantaged savings accounts
  • 401(k) plan
  • At least 10 vacation days during the first year, prorated by hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Defined benefit pension plan, depending on position and division
  • Restricted stock units, depending on position and division
  • Deferred compensation plan, depending on position and division

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