Wealth Securities Operations Specialist jobs in United States
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Truist ยท 19 hours ago

Wealth Securities Operations Specialist

positionJupiter, FL
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Truist Bank is a financial services company seeking a Wealth Securities Operations Specialist to support their Wealth offering of Non-Exchange Traded Assets. The role involves processing transactions for clients, resolving operational inefficiencies, and participating in projects and systems testing.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Wealth Management experienceSecurities operations knowledgeAnalytical skillsExcel proficiencyProblem-solving abilityWorkflow developmentProject participationCommunication skills

Required

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

Preferred

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

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
Vacation
Sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Company

Truist

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Truist is the sixth-largest commercial bank in the U.S.
dateFounded in 2019
location
Charlotte, North Carolina, USA
people-size10001+ employees
web-link
https://www.truist.com

H1B Sponsorship

Truist has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-01-01Seed

Leadership Team

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Michael Maguire
Chief Financial Officer
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James Cordovana
SVP of Cloud Security Enterprise Architect
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