Wealth Securities Operations Specialist

Truist • Jupiter, FL

7d • Onsite

About The Position

This is an in-office position located at 150 South US Highway 1, Jupiter, FL. Support Truist Wealth’s offering of Non-Exchange Traded Assets (NETA) to the clients by processing the transactions needed to help them invest in many different types of Alternative Funds.

Requirements

• Associate degree or equivalent education and related training.
• Five or more years of Wealth Management experience.
• High level of knowledge of securities operations in specific area.
• Intermediate knowledge in other areas of securities operations
• Good verbal and written communication including the ability to write and approve procedures, speak on calls with LOB teammates and vendors
• Experience in developing and discussing complex workflows
• Strong analytical skills.
• Good problem-solving ability.
• Good knowledge of Excel, including worksheet formatting and formulas, and Access, including ability to run queries and develop simple queries.
• Ability to work on projects including adding input and suggestions

Nice To Haves

• Bachelor’s degree in business-related field
• Seven or more years of Securities Operations experience.
• Industry certification/Trust knowledge

Responsibilities

• Participate in various processing functions for Wealth accounts, including securities and investment related transactions.
• Coordinate and support the delivery of Truist Wealth Alternative Fund investments.
• Work with others to develop solutions for clients or resolve operational inefficiencies when requested.
• Participate in projects, conversions and systems testing as requested, providing leadership when involving areas of subject matter expertise.
• Ability to multi-task and learn in a fast -paced environment using innovation in balancing and focusing on the highest priorities first each day to meet deadlines.
• Assist in meeting all audit and tracking request and deadlines as it relates to both trading and vendor management.

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees