Capital Markets Operations Specialist III

Truist BankAtlanta, GA
10d

About The Position

This role is responsible for processing transactions that supports Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within Capital Markets Operations. Major responsibilities include working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support or Margin/Collateral processing. This role requires the ability to work in a fast paced environment, multi task with strong communication skills, and to enter data correctly and efficiently is essential. Additional responsibilities include internal coordination and to communicate with external clients as well as Technology, Compliance, Risk, Legal, Sales and Trading internal partners.

Requirements

  • BS/BA Degree, or equivalent education and related training or 5-8 years related experience
  • Understanding of Microsoft Office software, especially Excel. May be required to demonstrate proficiency
  • Excellent interpersonal, time management and problem solving skills
  • Demonstrated technical expertise of select capital markets products and technologies

Nice To Haves

  • Prior experience in bank or brokerage operations with ability to show increased level of responsibilities
  • Knowledge of brokerage systems and ability to demonstrate thorough knowledge of operational processing environment
  • FINRA Series 99 or 7

Responsibilities

  • Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.
  • Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues
  • Ensure functional procedures and controls are being followed and maintained

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.
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