Fiduciary Support Specialist

Our client is seeking a Fiduciary Support Specialist to join their team. As a Fiduciary Support Specialist, you will be part of the Fiduciary Support department supporting branch and operations teams. The ideal candidate will have strong written and verbal communication skills, the ability to analyze legal and financial documentation with attention to detail, and a customer-focused approach to problem-solving that will align successfully in the organization.

Job Title:Fiduciary Support Specialist

Location:Remote (North Carolina or geo states)

Pay Range:$29

What's the Job?

• Serve as a primary contact for branch and operations staff on fiduciary account administration, including trust accounts, powers of attorney, guardianships, SSA Representative Payees, VA Federal Fiduciaries, UTMA accounts, and personal agency relationships.
• Review and interpret legal documents such as trust agreements, powers of attorney, court documents, death certificates, and guardianship paperwork to support accurate account ownership decisions.
• Provide guidance on compliance with credit union policies and procedures related to fiduciary roles and account administration, including NCUA share insurance, notary services, and signature guarantee services.
• Respond to department inquiries via phone and email while delivering exceptional internal customer service to resolve complex account ownership and fiduciary scenarios.
• Collaborate with team members and support departmental initiatives and special projects as assigned.

What's Needed?

• Associate's degree or higher.
• 2+ years of relevant experience.
• Strong written and verbal communication skills.
• Ability to analyze legal and financial documentation with attention to detail.
• Customer-focused approach and strong problem-solving skills.

What's in it for me?

• Opportunity to become a subject matter resource for fiduciary account administration and legal documentation interpretation.
• Chance to support branches and operations teams by helping navigate complex account ownership and fiduciary scenarios.
• Work in a role that blends policy/compliance with document review and internal customer service.
• Collaborate with a team to resolve challenging cases and contribute to departmental initiatives.
• Remote work setup with a computer for prolonged periods and telephone for prolonged periods.

Upon completion of waiting period consultants are eligible for:

• Medical and Prescription Drug Plans
• Dental Plan
• Vision Plan
• Health Savings Account
• Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Supplemental Life Insurance
• Short Term and Long Term Disability Insurance
• Business Travel Insurance
• 401(k), Plus Match
• Weekly Pay

If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!

About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells.

ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands – Manpower, Experis, Talent Solutions, and Jefferson Wells – creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.