Truist ยท 1 day ago
Wealth Securities Operations Specialist II
Atlanta, GA
Full-time
Onsite
Mid, Senior Level
5+ years expTruist Bank is seeking a Wealth Securities Operations Specialist II to perform duties within the Securities Operations unit for their Wealth Management business. The role involves managing operational tasks, leading the creation of procedures, and acting as a Subject Matter Expert for specific processes.
BankingFinanceFinancial Services
Responsibilities
Participate in various processing functions for Wealth accounts, including securities and investment related transactions
Lead in the creation of procedures and work flows as required. Procedures will ensure delivery of the highest quality of operational excellence while meeting compliance rules and mitigating risk to Truist
Manage workloads to ensure work is performed accurately and on time and assist team manager in controlling workloads for broader team by answering questions and assisting in processing as needed
Work with others to develop solutions for clients or resolve operational inefficiencies when requested
Participate in projects, conversions and system testing as requested, providing leadership when involving areas of subject matter expertise
Act as Subject Matter Expert (SME) for Securities Operations for processes assigned
Stay current on trends, new asset types, business, etc. in order to properly maintain up-to-date processes especially in area of responsibility
Qualification
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
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
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
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 StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
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