Capital Markets Operations Specialist II

Truist Bank • Atlanta, GA

6d

About The Position

This role processes transactions supporting Derivative Trading, Securities Trading, Loan Trading, or Agency Services lines of business within Capital Markets Operations. Core operational tasks may include client onboarding, trade capture, securities settlement and clearance, confirmations, client support, or margin and collateral processing. The role requires working effectively in a fast-paced environment, multitasking, communicating well, and entering data accurately and efficiently. It also involves internal coordination and communication with external clients and internal partners in Technology, Compliance, Risk, Legal, Sales, and Trading.

Requirements

• BS/BA degree, equivalent education and related training, or 3–5 years of related experience.
• Understanding of Microsoft Office software, especially Excel; proficiency may need to be demonstrated.
• Strong interpersonal, time management, and problem-solving skills.
• Strong communication and multitasking skills, and the ability to enter data accurately and efficiently.

Nice To Haves

• Prior bank or brokerage operations experience demonstrating increased levels of responsibility.
• Some knowledge of brokerage systems or operations.
• FINRA Series 99 or Series 7.

Responsibilities

• Process transactions required by the job function and independently complete daily tasks within specified time parameters.
• Interact with clients, line-of-business teammates, and other support teammates to process requests and resolve issues.
• Ensure functional procedures and controls are followed and maintained.

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 full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan, depending on position and division

What This Job Offers

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