Truist · 9 hours ago
Wealth Institutional Administration and Operations Senior Analyst
Raleigh, NC
Full-time
Onsite
Senior Level
5+ years expTruist is a financial services company seeking a Wealth Institutional Administration and Operations Senior Analyst. The role involves managing the operations of complex accounts, coordinating cash processing, fund accounting, and ensuring a high-quality client experience while adhering to internal controls and procedures.
BankingFinanceFinancial Services
Responsibilities
Effectively coordinates all duties on assigned line of business accounts including cash processing, fund accounting, CIF trade processing, lockbox processing, pension payment processing and system coding requests while maintaining a heightened focus on client retention. Adhere to internal controls and procedures, including client authentication, to ensure efficiency, quality, and mitigate risks. Continually explore all opportunities to gain efficiencies through standardization and automation. Actively participate in training new teammates
Learn and understand how the Fund Accounting Systems, Trust Accounting System and ancillary systems work. Process all required transactions on the applicable fund accounting systems
Demonstrates ability to manage complex accounts and deal with situations that require sound judgement. Provide assistance to team members with researching and resolving account issues. Works with Client Managers, Account Manager, and Investment Managers to resolve pertinent account issues
Coordinate and provide quality control reviews for teammates, with an enhanced attention to detail to prevent errors, according to procedures
Participate in internal and external audit inquiries as required
Coordinate cash needs for CIF accounts with internal and vendor partners by submitting trade requests timely
Produce and validate fund accounting statements prior to release. Frequency can be monthly, quarterly and/or annually
Respond to voicemail and email communications from clients and teammates timely and with a high attention to detail and accuracy
Completes all assigned training courses on time
Communicate pertinent account issues in a timely manner to F & E Operations & Client Service Manager. Assists with various internal projects and requests from F & E Operations & Client Service Manager
Qualification
Required
Bachelor's degree in business or related field or equivalent work experience
Minimum of five years of philanthropic work or similar experience
Strong problem-solving skills and keen attention to detail
Ability to work under pressure and meet critical deadlines
Ability to process detailed work and work independently
Proficient knowledge of Microsoft Office software products and various fund accounting systems
Preferred
Working knowledge of internal software applications
Minimum of five years of experience working with trust and/or not-for-profits
Strong communication, interpersonal and organization skills
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 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
Recent News
Maryland Daily Record
2026-01-03
Company data provided by crunchbase