Fiduciary Operations UHNW (Ultra High Net Worth) Analyst - location options
Fiduciary Operations UHNW (Ultra High Net Worth) Analyst - location options
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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:
This is a hybrid position with at least 3 days in the office. Office location options are 150 South US Highway 1 Jupiter Florida; 303 Peachtree Street Atlanta GA; 919 East Main Street Richmond VA; 2713 Forest Hills Road Wilson NC.Perform monitor and reconcile basic operating functions within a high volume environment related to cash accounting specialized asset accounting fee and revenue accounting client report generation and regulatory and management reporting. Utilize prescribed policies procedures and task lists to efficiently execute upon responsibilities promote necessary controls mitigate operational risk and identify production issues that must be escalated for review and remediation.
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. Expense Management (Bill Pay) activities - managing an individual or families financial records including tracking income and expenses reconciling accounts and preparing financial statements.
2. Participate in prescribed rotations of assigned responsibilities to ensure proper level of cross-training is obtained.
3. Serve as a point of escalation to evaluate and remediate complex system/account/transactional discrepancies.
4. Establish effective relationships with Clients and direct teammates as well as teammates that are both upstream and downstream of assigned responsibilities.
5. Participate in system testing business continuity testing or other activities as identified that impact or rely upon the completion of assigned responsibilities.
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. Bachelors degree in Accounting or Finance or equivalent education and related experience.
2. Minimum 5 years of experience in high-net-worth family office or trust company operations.
3. Strong General Ledger accounting knowledge with an emphasis on Account Receivables; Account Payables; Expense Management (Bill Pay).
4. Knowledge and creation of financial reporting such as Balance Sheet and Income Statements.
5. Effective communication time management and interpersonal skills.
6. Strong PC skills with an emphasis on being proficient on Microsoft Office in particular Excel.
Preferred Qualifications:
1. Proficiency in working with a General Ledger based operating system
2. Understanding of foundational bookkeeping principles
3. Demonstrated analytical background with strong experience reconciling and reporting financial information
4. Strong knowledge of Accounting and Investment Reporting applications such as ; Xero; Quickbooks.
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:
IC
Employment Type
Full-Time
