Estate Support Specialist II

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:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Responsible for supporting the coordinated delivery of estate and trust administration. Provide support to Estate Advisors in the administration of Estate and Trusts for clients who have passed away. Collaborate with other members of the Wealth team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth Clients and their beneficiaries.

Essential Duties and Responsibilities

Following 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. Assist the Estate Advisor in managing the death settlement duties, such as:

• Identify, collect and value all assets
• Settle all debts and expenses
• Distribute assets according to the terms of the governing documents Coordinate communication efforts with external parties such as heirs, attorneys and accountants
• Manage daily transactions and prepare receipts and disbursements
• Open and close of accounts
• Compile tax documents and information for the preparation of estate, fiduciary and final income tax returns.

QUALIFICATIONS

Required 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 an Estate Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience

2. Demonstrate an understanding of the operating systems unique to line of business, including trust and estate

3. Demonstrate strong knowledge of bank policy and procedures

4. Strong problem-solving skills

5. Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach

6. Excellent interpersonal and relationship management skills

7. Excellent oral and written communication skills

8. Exemplary customer service and professional etiquette skills

9. Ability to travel, occasionally overnight

Preferred Qualifications:

1. Undergraduate degree

2. Trust School attendee or graduate

3. Fiduciary experience a plus

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 Pay Transparency Nondiscrimination Provision E-Verify