Truist Securities Processor in Atlanta, Georgia
Req ID: R0046197
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Regular or Temporary:
Language Fluency: English (Required)
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. This position is the Subject Matter Expert for the specific tasks performed.
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.
Act as Subject Matter Expert (SME) for Securities Operations for processes assigned.
Stay current on trends, new asset types, business, etc. in order to properly maintain up-to-date processes especially in area of responsibility.
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.
Bachelor's degree in business-related field.
Two or more years of Securities Operations experience.
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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