![Truist Inc](https://media.trabajo.org/img/noimg.jpg)
Wealth Investment Support Specialist II
1 week ago
After you click Apply Now and complete your application, you'll 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.Need Help? )
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 won't receive a response).
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Serve as a key front-office 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 ResponsibilitiesFollowing 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 day-to-day 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.
Respond to client requests for information and assistance within appropriate level of authority.
Support the sales and retention effort by scheduling appointments, conducting follow-up 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.
7+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience.
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.
Preferred Qualifications:
Undergraduate degree Trust School graduate Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA)
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 position.
Truist 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 Truist's generous benefit plans, please visit our Benefits site ). Depending on the position and division, this job may also be eligible for Truist's 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.
EEO is the Law )
Pay Transparency Nondiscrimination Provision )
E-Verify (https:
//e-)
-
Investment Analyst II
1 week ago
Dallas, Texas, United States Avantax Wealth Management Full timeWe love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we...
-
Wealth Management Specialist
1 month ago
Dallas, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Wealth Management Specialist
1 week ago
Dallas, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Wealth Management Specialist
4 weeks ago
Dallas, Texas, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
-
Wealth Manager
1 week ago
Dallas, Texas, United States Recruiting Pains Full timeJob Description:In our experience, we have run into a plethora of financial industry professionals that have hit the limits of their current employer. With most firms, they offer proprietary products and services that can't be offered anywhere else. What that means is that there are limits to what you can offer your clients AND we have seen many cases where...
-
Wealth Management Advisor
1 week ago
Dallas, Texas, United States Richard, Wayne & Roberts Full timeWealth Management Advisor Dallas TX Qualifications, skills, and all relevant experience needed for this role can be found in the full description below. Assisting our Client, a focused investment management group offering equity solutions. Innovative respected firm that serves a prestigious client base. Very collaborative culture. Have much more autonomy...
-
Registered Private Wealth Client Associate
1 month ago
Dallas, Texas, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Registered Private Wealth Client Associate
4 weeks ago
Dallas, Texas, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Senior Advisor, Private Wealth
1 week ago
Dallas, Texas, United States BOK Financial Full timeReq ID:74331 Location: Dallas -DAL Areas of Interest: Private Wealth Advisor; Financial Advisor; Investment Management; Relationship Management; Wealth Management Pay Transparency Salary Range:Not Available Application Deadline: 05/10/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ:BOKF) is a top U.S.-based financial...
-
SC - Wealth & Asset Management
1 month ago
Dallas, Texas, United States Capco Full timeAbout the Team:Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative and...
-
SC - Wealth & Asset Management
4 weeks ago
Dallas, Texas, United States Capco Full timeAbout the Team:Capco is a fully independent, global management and technology consultancy providing services to the Financial Services and Energy industries. For nearly 20 years we have combined innovative thinking with deep industry knowledge to deliver business consulting, digital transformation and technology services to our clients. Our collaborative and...
-
Dallas, Texas, United States Goldman Sachs Full timeYOUR IMPACTDo you have a strong financial background, experience in underwriting or credit analysis, and are you looking for a dynamic team on which to build your career? We are seeking candidates that are highly analytical and client focused to be part of our Private Lending Underwriting team, which is responsible for the underwriting and portfolio...
-
Medical Billing Support Specialist
1 week ago
Dallas, Texas, United States Private Label Staff Full timeJob DescriptionJob DescriptionSalary: Job Summary The Billing Support Specialist will be responsible for ensuring orders are tasked appropriately between all different systems. A Billing Support Specialist determines where orders must be tasked to ensure necessary assignment for next steps is completed. The Billing Support Specialist is designed to...
-
Licensing Registration Coordinator III
1 week ago
Dallas, Texas, United States Avantax Wealth Management Full timeWe love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we...
-
Dallas, Texas, United States The Goldman Sachs Group, Inc Full timeJob DescriptionSoftware Engineering Lead Goldman Sachs: A career with Goldman Sachs is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities...
-
Executive Administrator
1 week ago
Dallas, Texas, United States Strategic Wealth Planning Full time**NO RECRUITERS PLEASE** Strategic Wealth PlanningFounded in 2003, Strategic Wealth Planning (SWP) is a growing boutique financial services firm with offices in North Dallas. SWP is dedicated to providing industry-leading financial plans to safeguard clients and their families, strengthen clients' businesses, and preserve and enhance clients' estates. SWP is...
-
Private Client Advisor II
1 week ago
Dallas, Texas, United States Bank of America Full timePrivate Client Advisor IIDallas, TexasJob Description:This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the enterprise to provide a branded client...
-
Dallas, Texas, United States UT Southwestern Medical Center Full timeAbout the Job & CompanyTechnical Support Specialist I, Information Resources Client Services Desktop SupportJoin the team at UT Southwestern, a renowned institution in Dallas-Fort Worth, Texas, with a legacy of 75 years of excellence. At UT Southwestern, we prioritize excellence, innovation, teamwork, and compassion. As a part of our esteemed Department of...
-
Assistant Controller
1 week ago
Dallas, Texas, United States Level Four Wealth Management Full timeOur Team is growing, and we need you Come be a part of this disruption in the financial services marketplace By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with...
-
Dallas, Texas, United States Goldman Sachs Full timeAt Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's...