Wealth Investment Support Specialist I (Atlanta, GA.)
Wealth Investment Support Specialist I (Atlanta, GA.)
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1 Vacancy
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:
*Position is 4 days office centric located in our downtown Atlanta office.*Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment 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.
1. Facilitate day-to-day transactional needs of the client base including processing deposits distributions payments transfers or other routine transactions.
2. Enter and maintain appropriate client records monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust and investment systems to affect transactions monitor accounts create reports and prepare client presentations.
4. Respond to client requests for information and assistance within appropriate level of authority.
5. Support the sales and retention effort by scheduling appointments conducting follow-up telephone calls and preparing & maintaining client presentation & marketing materials
6. Assist the advisors with other administrative functions prioritizing those actions that enable quality client interaction.
7. Continually provide responsive and personal service to our Wealth Clients.
8. Assist with special projects for the Investment Managers.
9. Assist Investment Analyst with compliance exception items.
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. Entry Level / 1 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust investment banking or financial planning-related client service experience or equivalent outside experience.
2. Knowledge of deposits loan banking products and operating systems unique to the line of business including trusts and investments.
3. General knowledge of investment products (stocks bonds).
4. Strong problem-solving skills.
5. Excellent interpersonal and relationship management skills.
6. Excellent oral and written communication skills.
7. Exemplary customer service and professional etiquette skills.
Preferred Qualifications:
1. Undergraduate degree
2. Entry level knowledge of investments
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 tax-preferred 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 full-time or part-time 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 non-temporary position for which you apply based on full-time or part-time 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 E-Verify
Required Experience:
Unclear Seniority
Employment Type
Full-Time
