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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This is an in office position in Richmond, Virigina.

Support day to day operations within assigned functional operations area under direction of the supervisor/manager. Processes transactions, interacts with clients in certain instances, front office, operations, compliance, accounting and other internal and external business partners to complete daily workflow.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job.  Other duties may be performed, both major and minor, which are not mentioned below.  Specific activities may change from time to time.  

1. Perform day-to-day operations by processing transactions, performing critical functions while maintaining excellent service levels.

2. Performs various reconciliation tasks.

3. Prepare and review operational reports.

4. Assist in resolving issues and apply critical thinking and problem solving skills to meet the demands of the business.

5. Responsible for having an overall knowledge of all department processes.

6. Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business.

7. Research and resolve issues and act as liaison with the clearing firm in support of the business.

8. Assist with gathering information at the direction of management for audit requests.

9. Function as critical staff for business recovery.

10. Supports ad-hoc projects as needed under the direction of the supervisor/manager.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree or equivalent education, training and work-related experience.

2. Provide high quality client service.

3. Ability to handle multiple assignments; work under pressure in a fast paced environment.

4. Attention to detail with emphasis on accuracy and quality.

5. Excellent organizational, verbal and written communication skills.

6. PC skills including MS Office products and ability to learn other computer software applications.

Preferred Qualifications:

1. One year of brokerage industry experience.

2. Excellent PC Skills including strong knowledge of MS Excel.

3. Direct experience within functional area for which role is to be performed, i.e. margin, trading, cashiering, etc. 

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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. For more details on Truist’s generous benefit plans, please visit our Benefits site. 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. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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