Onboarding Center of Excellence Analyst II (Remote)-2

Truist•Charlotte, NC

3d•Remote

About The Position

The New Account Onboarding Analyst reports to the Fiduciary Executive - Onboarding Center of Excellence Team Leader and is responsible for direct oversight into all facets of new account setup, including coding on SEI/Trust 3000 platform, setup of statements and fees. This role is responsible for the onboarding of the most complex new accounts from beginning to completion. The analyst will serve as a centralized point of contact for the opening of Wealth Management accounts and monitor the process from beginning to completion. They will identify and resolve problems timely while maintaining established Service Level Agreements and guidelines. This may involve giving advice to client-facing wealth teams on proper procedures and policies necessary for account opening, onboarding fiduciary business, and backing up New Account Onboarding Advisors when needed. The analyst must be knowledgeable in the details of account opening and fully capable of executing/completing complex functions within, including detailed system coding and the implications of that coding. They will be responsible for the proper escalation of matters to leadership and other internal parties for determinable action, and for the completion of projects as assigned. This role provides consultation and feedback regarding process improvements and technology enhancements, serves as a subject matter expert, and provides mentoring and counsel to other New Account Opening Analysts. Uses expertise to identify gaps and provide recommended solutions. Demonstrates excellent verbal and written communication skills, as well as the ability to articulate information clearly to client facing teammates and internal partners.

Requirements

6+ years of relevant work experience.
Demonstrated proficiency in basic computer applications, including standard Microsoft Office products and database applications.
Strong analytical skills and demonstrated ability for organization.
Must be able to work in high volume and fast paced environment.
Excellent communication skills both oral and written.
English (Required)
Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Nice To Haves

Undergraduate degree in business, fiduciary administration or related field.
Fiduciary knowledge in trust banking environment.
Advanced knowledge of banking and trust systems, such as Trust 3000, Advisor Desktop.
Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products

Responsibilities

Responsible for onboarding of most complex new accounts from beginning to completion; including account paperwork production and acceptance, coding on SEI/Trust 3000 platform, setup of statements and fees.
Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process from beginning to completion.
Identify and resolve problems timely while maintaining established Service Level Agreements and guidelines. This may involve giving advice to client-facing wealth teams on proper procedures and policies necessary for account opening, onboarding fiduciary business, and backing up New Account Onboarding Advisors when needed.
Knowledgeable in details of account opening and fully capable of executing/completing complex functions within, including detailed system coding and the implications of that coding.
Responsible for proper escalation of matters to leadership and other internal parties for determinable action.
Responsible for completion of projects as assigned.
Provides consultation and feedback regarding process improvements and technology enhancements.
Serve as subject matter expert and provide mentoring and counsel to other New Account Opening Analysts.
Uses expertise to identify gaps and provide recommended solutions.
Demonstrates excellent verbal and written communication skills, as well as the ability to articulate information clearly to client facing teammates and internal partners.