Wealth Securities Operations Specialist I
Wealth Securities Operations Specialist I
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Job Description
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
This position performs assigned duties within Securities Operations unit for the Wealth Management business. This position will also be crosstrained in other processes to assist in absences and volume spikes.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.
1. Participate in various processing functions for Wealth accounts including securities and investment related transactions.
2. Assist in the creation of procedures and work flows as required. Procedures will ensure delivery of the highest quality of operational excellence while meeting compliance rules and mitigating risk to Truist.
3. Manage workloads to ensure work is performed accurately and on time.
4. Work with others to develop solutions for clients or resolve operational inefficiencies when requested.
5. Participates in projects conversions and system testing as requested.
6. Stay current on trends new asset types business etc. in order to properly maintain uptodate processes especially in area of responsibility.
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. Associates degree or equivalent education and related training.
2. Two or more years of Wealth Management experience.
3. Knowledge of securities operations.
4. Good verbal and written communication skills to interact with members of Securities Operations.
5. Ability to know when to raise issues to manager.
6. Good analytical skills.
7. Good problem solving ability.
8. Good computer skills including Microsoft Excel and Word.
Preferred Qualifications:
1. Bachelors degree in businessrelated field.
2. Two or more years of Securities Operations experience.
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 offers medical dental vision life insurance disability accidental death and dismemberment taxpreferred 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 fulltime or parttime status) during their first year of employment along with 10 sick days (also prorated) and paid holidays. For more details on Truists generous benefit plans please visit our Benefits site. Depending on the position and division this job may also be eligible for Truists 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 nontemporary position for which you apply based on fulltime or parttime 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 LawPay Transparency Nondiscrimination Provision EVerify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
