Manage high-net-worth trust portfolios with precision and care—remotely from Nashville (or within Truist’s footprint).
Truist is seeking a seasoned Trust Administration Advisor to deliver fiduciary administration and advisory across diverse trust types—personal, special needs, custodial, and investment trusts. This fully remote role (ideally filled by someone within Truist’s local geography) involves complex document review, tax coordination, and working in partnership with client-focused teams.
✅ Fully remote (U.S., with preference for Nashville or surrounding TN area)
✅ Full-time, senior-level trust and wealth position
🧠 Experience Level: 10+ years in fiduciary/private wealth services and trust administration
🔎 What You’ll Own:
- Administer complex trust portfolios and provide fiduciary guidance
- Interpret legal, estate-planning, and investment documents accurately
- Partner with Client Advisors, Portfolio Managers, and Wealth Strategists to support client goals
- Oversee Reg-9 reviews, tax filings (e.g., 1099s, 1041s), and cash/distribution management
- Coordinate escalations with Risk, Legal, or Compliance teams as needed
- Maintain complete, compliant records in iWork and Advisor Desktop
- Mentor junior trust professionals and help identify advisory opportunities
🧠 Must‑Have Traits:
- 10+ years in fiduciary or wealth relationship management (5+ in trust admin)
- Deep understanding of estate planning, fiduciary responsibilities, and tax regulations
- Strong analytical and legal-document interpretation skills
- High proficiency in trust systems and standard Microsoft applications
- Excellent communication, prioritization, and mentorship abilities
🎓 Preferred Qualifications:
- Bachelor’s in business, finance, accounting, or related field
- Advanced credentials (JD, MBA, CFP, CPA, CTFA)
- Experience with trust-focused financial software
💰 Compensation & Perks:
- Competitive salary (exact region-dependent) plus potential for deferred comp, RSUs, or pension
- Full benefits: medical, dental, vision, life, disability, AD&D
- 401(k) with match and tax-favored savings plans
- Paid vacation (min. 10 days prorated), sick days, and holidays
- Remote role with leadership support in a top-tier bank
🎯 Why It’s a Win for Remote Jobseekers:
This is a senior, high-impact role that gives you the flexibility to work remotely while advising on complex trust matters. You’ll lead with integrity, shape client outcomes, and mentor talent within a respected, inclusive financial services brand.
✍️ Call to Action:
Ready to elevate your fiduciary career and lead trust administration from anywhere in Truist’s footprint? Apply now to become a Trust Administration Advisor and help shape wealth legacy—remotely and expertly.