Brokerage Operations Specialist - Richmond, VA

Truist • Richmond, VA

1d • Onsite

About The Position

This is an in office position in Richmond, Virigina. Support day to day operations within assigned functional operations area under direction of the supervisor/manager. Processes transactions, interacts with clients in certain instances, front office, operations, compliance, accounting and other internal and external business partners to complete daily workflow.
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. Perform day-to-day operations by processing transactions, performing critical functions while maintaining excellent service levels. 2. Performs various reconciliation tasks. 3. Prepare and review operational reports. 4. Assist in resolving issues and apply critical thinking and problem solving skills to meet the demands of the business. 5. Responsible for having an overall knowledge of all department processes. 6. Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business. 7. Research and resolve issues and act as liaison with the clearing firm in support of the business. 8. Assist with gathering information at the direction of management for audit requests. 9. Function as critical staff for business recovery. 10. Supports ad-hoc projects as needed under the direction of the supervisor/manager.

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.
• Excellent organizational, verbal and written communication skills.
• PC skills including MS Office products and ability to learn other computer software applications.

Nice To Haves

• One year of brokerage industry experience.
• Excellent PC Skills including strong knowledge of MS Excel.
• Direct experience within functional area for which role is to be performed, i.e. margin, trading, cashiering, etc.

Responsibilities

• Perform day-to-day operations by processing transactions, performing critical functions while maintaining excellent service levels.
• Performs various reconciliation tasks.
• Prepare and review operational reports.
• Assist in resolving issues and apply critical thinking and problem solving skills to meet the demands of the business.
• Responsible for having an overall knowledge of all department processes.
• Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business.
• Research and resolve issues and act as liaison with the clearing firm in support of the business.
• Assist with gathering information at the direction of management for audit requests.
• Function as critical staff for business recovery.
• Supports ad-hoc projects as needed under the direction of the supervisor/manager.

Benefits

• 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.

What This Job Offers

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