Brokerage Operations Account Services Specialist

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. Update client and account information within firm applications while maintaining a high degree of accuracy.

2. Ensure account documentation is received, reviewed for accuracy and completeness, cataloged on the account, and imaged in the firm's digital repository.

3. Communicate directly with the front office by responding to emails and phone inquiries.

4. Work relevant department reports within designated time frame.

5. Support Asset Management Account (AMA) check writing and debit card products.

6. Assist in ad hoc projects required to be completed by the department.

7. Assist in gathering materials and documentation for both internal and external audits.

8. Adhere to the regulators and guidelines established by Financial Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and other regulatory bodies.

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. Bachelor's degree or equivalent education, training and work-related experience.

2. Provide high-quality client service.

3. Ability to handle multiple assignments; work under pressure in a fast paced environment.

4. Attention to detail with emphasis on accuracy and quality.

5. Strong organizational, verbal and written communication skills.

6. Demonstrate proficiency in Microsoft Office software products.

Preferred Qualifications :

1. One year of brokerage industry 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.