Fiduciary Operations Analyst III

Truist•Richmond, VA

1d•$58,000 - $63,500•Onsite

About The Position

Perform, monitor and reconcile intermediate operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, client report generation and regulatory and management reporting. Utilize prescribed policies, procedures and task lists to efficiently execute upon responsibilities, promote necessary controls, mitigate operational risk and identify production issues that must be escalated for review and remediation.

Requirements

High school diploma or equivalent.
Minimum 5 years of experience within bank Trust/Wealth Operations
Established accounting knowledge with an emphasis on cash flow and accrual accounting and reconciliation concepts.
Effective communication, time management and interpersonal skills.
Strong PC skills with an emphasis on Microsoft Office, common banking systems and trust service platforms.
Sustained experience with FIS or SEI accounting applications

Nice To Haves

Bachelor's degree from an accredited college or university.
Trust related certifications from an accredited provider
Strong communication, time management and interpersonal skills.

Responsibilities

Process all assigned transactional responsibilities within defined Service Level Agreement (SLA).
Generate assigned reporting and monitor system activity to ensure transactional workflows are completed as prescribed.
Participate in prescribed rotations of assigned responsibilities to ensure proper level of cross-training is obtained.
Serve as a point of escalation to evaluate and remediate complex system/account/transactional discrepancies.
Establish effective relationships with direct teammates as well as teammates that are both upstream and downstream of assigned responsibilities.
Provide constructive guidance to teammates in order to effectively complete assigned team functions.
Assist in the creation of desk procedures, checklists, etc. to ensure team functions are executed correctly.
Participate in system testing, business continuity testing or other activities as identified that impact or rely upon the completion of assigned responsibilities.