Brokerage Operations Securities Processing Specialist

Truist•Richmond, VA
•$55,000 - $70,000•Onsite

About The Position

This is an in-office position at 1001 Semmes Avenue, Richmond, Virginia. The specialist assists the department Manager or Supervisor with day-to-day operations, maintains an understanding of department tasks and workflows, and helps ensure internal procedures comply with regulatory guidelines. The role also handles more complex tasks, supports service quality, and helps the team respond to changing business needs. The position requires English fluency and is assigned to the first shift. The annual base salary is $55,000–$70,000. Regular Truist teammates working at least 20 hours per week are eligible for benefits, subject to plan and division eligibility. Benefits include medical, dental, vision, life and disability insurance, accidental death and dismemberment coverage, tax-preferred savings accounts, a 401(k) plan, vacation, sick days, and paid holidays. Depending on the position and division, additional benefits may include a defined benefit pension plan, restricted stock units, or deferred compensation.

Requirements

  • Bachelor’s degree or equivalent education, training, and work-related experience.
  • At least two years of experience in securities processing brokerage operations.
  • Knowledge of advanced concepts, principles, and practices in assigned functional areas.
  • Ability to work in a fast-paced environment.
  • Attention to detail, with an emphasis on accuracy and quality.
  • Organizational, verbal, and written communication skills.
  • Ability to achieve results, solve problems, and make decisions using sound judgment.

Responsibilities

  • Assist with daily department operations by processing transactions, performing critical functions, supporting audit and compliance requests, and maintaining service levels.
  • Resolve issues using critical thinking and problem-solving skills.
  • Handle complex tasks within the department.
  • Assist teammates with policy and procedural questions and provide guidance to support task completion.
  • Perform supervisory reviews of certain critical functions and retrieve and monitor exception reports.
  • Help maintain department procedures.
  • Maintain overall knowledge of department processes and train new teammates.
  • Show initiative and commitment to continuous learning, adapting to changing business demands.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of vacation during the first year, prorated based on hire date and employment status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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