Wealth Investment Support Specialist I
Wealth Investment Support Specialist I
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 60000 - 65000
1 Vacancy
Job Description
The position is described below. If you want to apply click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application youll be invited to create a profile which will let you see your application status and any communications. If you already have a profile with us you can log in to check status.
If you have a disability and need assistance with the application you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries wont receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Serve as a key frontoffice point of contact to our affluent fiduciary clients a centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help coordinate with other members of the Wealth team (Advisors Planners etc.) to provide a high quality service level to our Wealth clients.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.
- Facilitate daytoday transactional needs of the client base including processing deposits distributions payments transfers or other routine transactions.
- Enter and maintain appropriate client records monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
- Utilize various trust and investment systems to affect transactions monitor accounts create reports and prepare client presentations.
- Respond to client requests for information and assistance within appropriate level of authority.
- Support the sales and retention effort by scheduling appointments conducting followup telephone calls and preparing and maintaining client presentation and marketing materials
- Assist the advisors with other administrative functions prioritizing those actions that enable quality client interaction.
- Continually provide responsive and personal service to our Wealth Clients.
- Participate in onboarding new teammates and training.
- Assist with special projects for the Fiduciary Group Support Leader.
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.
- Entry Level / 1 6 years in the role as an Investment Support Specialist/Fiduciary Support Specialist trust experience investment banking or financial planningrelated client service experience or equivalent outside experience.
- Knowledge of deposits loan banking products and operating systems unique to the line of business including trust and estate.
- General knowledge of investment products (stocks bonds options derivatives).
- Strong problem solving skills.
- Excellent interpersonal and relationship management skills.
- Excellent oral and written communication skills.
- Exemplary customer service and professional etiquette skills.
The annual base salary for this position is $60000.00 $65000.00 in Maryland. Additional incentive pay is available for this position.
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
