Fiduciary Support Specialist II (Atlanta, GA.)

This role supports the coordinated delivery of personal trust administration for a complex portfolio of affluent clients. You will provide comprehensive support to Trust Advisors by processing routine transactions, maintaining client records, using trust systems to monitor accounts and create reports, and helping drive sales retention efforts through scheduling and follow-ups.

• Facilitate day-to-day transactional needs including deposits, distributions, payments, and transfers
• Enter and maintain client records and monitor transactions and data accuracy and timeliness
• Use trust systems to affect transactions, monitor accounts, and create reports
• Respond to client requests within authority and provide exceptionally responsive personal service
• Support sales and retention with scheduling appointments, follow-up calls, and client meeting preparation

Non-technical operations role centered on trust administration workflows, client record management, transaction execution in trust systems, and reporting for personal trust portfolios.

The ideal candidate has 3+ years of fiduciary support or trust-related client service experience supporting personal trust administration for affluent clients. They are strong in maintaining accurate client records, executing transactions using trust systems, creating reports, and delivering highly responsive, relationship-focused client service alongside Trust Advisors and the Wealth team.