• Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts • Manages a portfolio of varying accounts in levels of complexity and asset size • Understands and is conversant with financial and estate planning strategies • Partners with client teams to help drive fiduciary new business identification and onboarding • Meets or exceeds client service standards by partnering with Client Advisors, Investment Portfolio Managers, Wealth Strategists, and external advisors • Ensures trust administrative duties are completed effectively and efficiently • Coordinates annual Reg-9 administrative review resolution • Responsible for the proper escalation of matters to various internal parties • Responsible for the completion of projects as determined by the line of business • Conforms to Truist policies and procedures