Capital Markets Operations Specialist III

Truist Bank • Atlanta, GA

5d

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 work may include client onboarding, trade capture, securities settlement and clearance, confirmations, client support, or margin and collateral processing. The position requires working in a fast-paced environment, multitasking, communicating effectively, and entering data accurately and efficiently. It also involves coordinating internally and communicating with external clients and internal partners in Technology, Compliance, Risk, Legal, Sales, and Trading.

Requirements

• Bachelor of Science or Bachelor of Arts degree, equivalent education and related training, or 5–8 years of related experience.
• Understanding of Microsoft Office software, especially Excel; proficiency may be assessed.
• Excellent interpersonal, time-management, and problem-solving skills.
• Demonstrated technical expertise in selected capital markets products and technologies.
• English language fluency is required.

Nice To Haves

• Prior experience in bank or brokerage operations with increased levels of responsibility.
• Knowledge of brokerage systems and thorough knowledge of the operational processing environment.
• FINRA Series 99 or Series 7.

Responsibilities

• Process transactions required by the assigned 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.
• Coordinate internally and communicate with external clients and partners across Technology, Compliance, Risk, Legal, Sales, and Trading.

Benefits

• Medical, dental, and vision insurance.
• Life and 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.
• Depending on the position and division, may be eligible for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan.

What This Job Offers

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