Talent.com
SunTrust Investment Services, Inc.
Trust Administration Team DirectorSunTrust Investment Services, Inc. • Raleigh, NC, United States
No longer accepting applications
Trust Administration Team Director

Trust Administration Team Director

SunTrust Investment Services, Inc. • Raleigh, NC, United States
22 days ago
Job type
  • Full-time
  • Part-time
  • Temporary
Job description

Fiduciary Team Leader

This is an in-office position. The cities that are listed are options but we can review other locations within the Truist geography.

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). The Fiduciary Team Leader is accountable for the performance of Trust Administration Advisors in their respective segment. At the direction of the Fiduciary Director, the Fiduciary Team Leader is responsible for assigned projects and other activities which benefit the overall line of business or center location.

Essential Duties and Responsibilities:

  • 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.
  • Responsible for the coaching, development, oversight and performance of assigned Center Trust Advisors and Client Service Specialists.
  • Responsible for day to day coordination of Risk, Compliance and other Oversight activities in collaboration with Fiduciary Director, Risk, Legal, Compliance and other partners
  • Responsible for the successful ongoing execution of assigned management routines
  • Responsible for the successful execution of projects for the Advisory Center line of business
  • Responsible for addressing any client or teammate escalations, and tasked with escalating further to the Fiduciary Director if needed.

Qualifications:

Required Qualifications:

  • College Degree with a preferred emphasis on Business or Finance
  • Significant experience (over 10 years) in Trust Administration, Fiduciary oversight and new business activities for Personal Trust
  • Familiarity and experience with State and other applicable laws governing the administration of Personal Trust Accounts
  • Leadership qualities and ability to successfully meet competing deadlines and commitments
  • Proven ability to communicate with partners and peers

Preferred Qualifications:

  • CTFA or similar designation
  • Advance degree (JD, MBA, etc)
  • Prior direct Trust Administration experience with a book of personal trust accounts
  • Proficiency with various computer and systems applications used to lead the business
  • 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 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.

Create a job alert for this search

Trust Administration Team Director • Raleigh, NC, United States

Similar jobs

Remote Management Consultant

Micro1Wake Forest, North Carolina, US
Remote
Full-time

AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI... Show more

 • Promoted

Director, FP&A (remote Virginia / North Carolina)

Thermo Fisher ScientificCary, NC, United States
Remote
Full-time

Work ScheduleStandard (Mon-Fri)Environmental ConditionsOfficeJob DescriptionThermo Fisher Scientific Inc.Our Mission is to enable our customers to make the world healthier cleaner and safer.Whether... Show more

 • Promoted

Become a Surrogate – Give the Miracle of Life & Earn Up to $115,000 from Home!

Giving Tree SurrogacyErwin, NC, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

Behavioral Health CMA/RMA

CommWell HealthDunn, NC, United States
Full-time

Join a team that's been providing compassionate, patient-centered care to rural North Carolina communities for 50 years.At CommWell Health, you won't just care for patients, you'll empower families... Show more

 • Promoted

Community Liaison

Victorian Senior CareGarner, NC, United States
Full-time

The objective of the Community Liaison is to ensure assessment of resident needs, correct level of care placement, verification of financial resources and continue quality of care throughout stay w... Show more

 • Promoted

Senior Mortgage Loan Specialist

State Employeescredit UnionWake Forest, NC, United States
Full-time

Senior Mortgage Loan Specialist.If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!.The Senior Mortgage Loan Specialist must have a thorough k... Show more

 • Promoted

Consultant, Engagement & Culture

StantecRaleigh, NC, United States
Full-time

Consultant, Engagement & Culture.At Stantec, we have some of the world's leading professionals passionate about enabling our business to be its best.Our business teams include finance, procurement,... Show more

 • Promoted

Travel Nurse - RN - ER - Emergency Room - $1692.72 / Week - Hiring Now

SambaTravelerLillington, NC, US
Full-time

SambaTraveler is seeking an experienced Emergency Room Registered Nurse for an exciting Travel Nursing job in Lillington, NC.Shift: Inquire Start Date: ASAP Duration: 13 weeks Pay: $1692.At CrossMe... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionWake Forest, NC, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more

 • Promoted

Director, Solutions Integration (Remote)

North Carolina StaffingRaleigh, NC, United States
Remote
Full-time

Director, Business SolutionsAs a Director, Business Solutions at Acxiom, you will serve as a key liaison between Acxiom and the broader Omnicom Group.You will be responsible for driving the integra... Show more

 • Promoted

Sr. Manager or Director, Corporate FP&A

TrialCardMorrisville, NC, United States
Full-time

Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions that span the entire healthcare value chain.Formed by the merger of PharmaCord and Mercal... Show more

 • Promoted

Dir, Organization Design

Syneos Health/ inVentiv Health Commercial LLCMorrisville, NC, US
Temporary

Syneos Health is a leading fully-integrated life sciences services organization built to accelerate customer success.We partner with innovators at every point across the drug development and commer... Show more

 • Promoted • New!

Risk Manager - Insurance

Insurance Office of AmericaRaleigh, NC, US
$110,000.00 yearly
Full-time

Title: Risk Manager - Insurance.Bachelor’s degree in Risk Management, Finance, Business, Insurance (or a related field), active P&C license.Please note: If this position is posted as either fully r... Show more

Help Create a Family — Become a Surrogate with Roots

Roots SurrogacyBenson, NC, US
Full-time

There are families out there who would give anything to hold their baby — and you could be the reason they do.At Roots Surrogacy, we work with incredible women who feel called to do something meani... Show more

 • Promoted

Director/Managing Director/Senior Managing Director Forensic Accounting & Damages

McDonough Bolyard PeckRaleigh, NC, United States
Full-time

MBP is seeking a highly experienced professional to join our dispute resolution practice at the Director, Managing Director, or Senior Managing Director level.People Management & Leadership: Act as... Show more

 • Promoted

Trust Administrator

Smith Debnam Narron Drake Saintsing & Myers, L.L.PRaleigh, NC, United States
Full-time

Job Opportunity At Smith Debnam.At Smith Debnam, our philosophy is simple - to provide the best possible value to our clients.We firmly believe that the key to delivering such value is equally simp... Show more

 • Promoted

Director of Patient Acquisition & Growth (Remote)

Lumata Health IncLillington, NC, United States
Remote
Full-time

Position :Director of Patient Acquisition & GrowthJob Type :Exempt - Full-timeSchedule :Monday to FridayPay Range :$130,000 - $160,000 AnnuallyReports to :VP of Clinical OperationsLocation :100... Show more

 • Promoted

Senior Director, Clinical Development | REMOTE

Implaion RecruitingButner, NC, United States
Remote
Full-time

Senior Director, Clinical Development REMOTECritical ElementsIndividual contributor / strong leader who wants to be very hands onProven expertise in global registrational trialsDermatology experien... Show more

 • Promoted

Medical Director

Community Care of North CarolinaBenson, NC, US
Full-time

Benson Health | Benson, NC | Full-Time | Flexible (Possible 4-day work week)**.Benson, NC and surrounding areas.Our mission is to improve the health and well-being of our community through accessib... Show more

 • Promoted

Director of Underwriting

Builders Mutual InsuranceRaleigh, NC, United States
Full-time

At Builders Mutual, we believe in the power of a team to get the job done right.Our team, does their best work each day, creating a one-stop resource for all commercial insurance solutions and cons... Show more