Registered Associate for Client Services

2 weeks ago

Coral Gables, Florida, United States Truist Full time

Position Title: Financial Advisor Assistant

Company: Truist Financial Corporation

Role Overview:

  • Support Financial Advisors in managing client relationships, including the preparation of financial strategies, conducting investment analysis, and executing client transactions.
  • Handle order placements as directed by Financial Advisors and clients, addressing inquiries related to market information, trading, and order specifics.
  • Administer corporate actions requiring licensing, such as tender offers and optional dividends.
  • Coordinate client meetings, manage data entry in SalesForce, create agendas, and summarize discussions while facilitating marketing initiatives and performing general administrative duties.
  • Optimize the Financial Advisor's schedule to enhance appointment efficiency by reducing travel time and anticipating necessary presentation durations.
  • Identify and leverage sales opportunities by reaching out to potential investment clients based on internal leads, utilizing product knowledge to assess client needs.
  • Provide operational support to Financial Advisors, assisting with system navigation and document management.
  • Ensure accurate submission of new business paperwork, including client forms, signature collection, and follow-up on account documentation.
  • Mitigate risks through proper authentication processes, including verification of client communications and handling high-risk transactions.
  • Execute operational requests as directed by Financial Advisors or clients, including fund distributions and account updates.
  • Collaborate with Financial Advisors to review essential reports, ensuring compliance with financial obligations.
  • May assist with branch operational needs, such as general maintenance requests.

Qualifications:

  • Bachelor's degree or equivalent experience and training.
  • Background in the securities industry or a sales support role.
  • Understanding of securities markets and brokerage operations.
  • Possession of FINRA SIE, Series 7, and Series 66 licenses. Candidates with Series 7 or Series 66 will be considered and can obtain additional licenses during employment.
  • Strong telephone communication skills and the ability to engage effectively with clients of varying experience levels.
  • Excellent time management capabilities.
  • Proficient in professional communication with clients, supervisors, and colleagues.
  • Adept at analyzing and utilizing complex technical information.
  • Ability to work independently and self-manage tasks.
  • Proficient in basic computer applications, including Microsoft Office Suite.

Benefits: All regular employees working 20 hours or more per week are eligible for benefits, with specific eligibility determined by the division of Truist offering the position. Benefits include medical, dental, vision, life insurance, disability coverage, tax-advantaged savings accounts, and a 401k plan. Employees also receive vacation, sick leave, and paid holidays.

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