Truist ยท 4 months ago
Estate Support Specialist II
Atlanta, GA
Full-time
Onsite
Mid Level
3+ years expTruist Bank is seeking an Estate Support Specialist II to assist in the coordinated delivery of estate and trust administration. The role involves supporting Estate Advisors, managing death settlement duties, and collaborating with the Wealth team to provide exceptional service to clients and their beneficiaries.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Demonstrate an understanding of the operating systems unique to line of business, including trust and estate
Demonstrate strong knowledge of bank policy and procedures
Strong problem-solving skills
Contributes to a positive team environment that fosters cooperation, trust and incorporates the value of One Team approach
Excellent interpersonal and relationship management skills
Excellent oral and written communication skills
Exemplary customer service and professional etiquette skills
Ability to travel, occasionally overnight
Preferred
Undergraduate degree
Trust School attendee or graduate
Fiduciary experience a plus
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
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