Wealth Securities Operations Specialist

1 month ago

Wilson, North Carolina, United States Truist Full time

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, 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.

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Regular or Temporary:

Regular

Language 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 cross-trained 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.

  • Participate in various processing functions for Wealth accounts, including securities and investment related transactions.
  • 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.
  • Manage workloads to ensure work is performed accurately and on time.
  • Work with others to develop solutions for clients or resolve operational inefficiencies when requested.
  • Participates in projects, conversions and system testing as requested.
  • Stay current on trends, new asset types, business, etc. in order to properly maintain up-to-date 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.

  • Associate's degree or equivalent education and related training.
  • Two or more years of Wealth Management experience.
  • Knowledge of securities operations.
  • Good verbal and written communication skills to interact with members of Securities Operations.
  • Ability to know when to raise issues to manager.
  • Good analytical skills.
  • Good problem solving ability.
  • Good computer skills including Microsoft Excel and Word.

Preferred Qualifications:

Bachelor's degree in business-related field.

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 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. Truist is a Drug Free Workplace.

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