Brokerage Operations Account Services Specialist - Richmond, VA

Truist Bank

3d • Onsite

About The Position

This is an in-office position located at 1001 Semmes Avenue, Richmond, Virginia.

Ensure that all brokerage accounts are opened and maintained accurately, including the review and cataloging of any relevant documentation. Assist front office with inquiries and processing items related to account opening, maintenance, documents, back office systems, or general account questions.

Requirements

• Bachelor's degree or equivalent education, training and work-related experience.
• Provide high-quality client service.
• Ability to handle multiple assignments; work under pressure in a fast paced environment.
• Attention to detail with emphasis on accuracy and quality.
• Strong organizational, verbal and written communication skills.
• Demonstrate proficiency in Microsoft Office software products.

Nice To Haves

• One year of brokerage industry experience

Responsibilities

• Update client and account information within firm applications while maintaining a high degree of accuracy.
• Ensure account documentation is received, reviewed for accuracy and completeness, cataloged on the account, and imaged in the firm's digital repository.
• Communicate directly with the front office by responding to emails and phone inquiries.
• Work relevant department reports within designated time frame.
• Support Asset Management Account (AMA) check writing and debit card products.
• Assist in ad hoc projects required to be completed by the department.
• Assist in gathering materials and documentation for both internal and external audits.
• Adhere to the regulators and guidelines established by Financial Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and other regulatory bodies.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level