IT - Systemadministrator managing IT infrastructure and support at Funkwerk Oltmann GmbH in Berlin. Responsibilities include system administration, network management, and IT security strategies.
About the role
- Advisor managing various Wealth trust accounts including personal and special needs trusts. Overseeing fiduciary advice and wealth strategies while collaborating with client teams and meeting service standards.
Responsibilities
- Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.
- Manages a portfolio of varying accounts in levels of complexity and asset size.
- Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal and fiduciary documents.
- Partners with client teams to help drive fiduciary new business identification and onboarding.
- Meets or exceeds 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.
- Ensures trust administrative duties are completed in an effective and efficient manner.
- Coordinates annual Reg-9 administrative review resolution and coordinates tax matters for assigned accounts including 1099s, 1041s, and others as appropriate.
- Responsible for the proper escalation of matters to various internal parties including Risk Oversight, Legal, and Compliance.
- Responsible for the completion of projects as determined by the line of business.
- Conforms to Truist policies and procedures, applicable laws and the terms of the underlying documents.
Requirements
- 10+ years experience as a relationship manager in the Fiduciary Services, Private Wealth, or Institutional Investment Management industry with 5+ years in Trust Administration.
- Strong knowledge of estate planning, fiduciary and tax laws.
- Strong analytical skills including, issue identification and resolution.
- Significant legal document interpretation skills.
- Very knowledgeable of banking and trust systems.
- Intermediate or advanced PC skills including standard Microsoft Office products and database applications.
- Demonstrated organization skills and ability to prioritize work in a fast-paced environment.
- Excellent verbal and written communication skills; able to communicate complex information clearly to clients and internal partners.
- Ability to mentor and informally coach Trust Advisors and other members of the team.
Benefits
- medical, dental, vision, life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays
- defined benefit pension plan
- restricted stock units
- deferred compensation plan
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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