Wealth Onboarding Specialist (flexible location within Truist footprint) jobs in United States
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Truist · 12 hours ago

Wealth Onboarding Specialist (flexible location within Truist footprint)

positionAtlanta, GA
timeFull-time
remoteHybrid
senioritySenior Level
date5+ years exp

Truist is a financial services company seeking a Wealth Onboarding Specialist to facilitate the onboarding process for newly hired Wealth teammates. The role involves setting up office equipment, preparing client onboarding packages, and providing ongoing support and training for new advisors and their teams.

BankingFinanceFinancial Services

Responsibilities

Office set up (computers, monitors, adding supplies, etc.) Training on Truist Systems
Preparing client onboarding packages, opening accounts, processing paperwork and account follow up
Ordering supplies, preparing advisor onboarding guides, marketing mailings, back-office liaison, helping to prepare for client meetings when onsite with the advisors
Remote onboarding support and onboarding troubleshooting if necessary. This may include working with other firms
Provides onsite support during transitions. (2-4 weeks at a time, including nights and weekends)
30, 60, 90-day check-ins with new advisor or team and address any additional training needs
Help develop and maintain training materials that will assist Financial Advisors and Client Service Associates during and after their transition
Help develop and deliver ad hoc trainings for systems and procedures as needed for Wealth Brokerage
Offboarding support for terminated Wealth teammates

Qualification

Financial services experienceBrokerage products knowledgeAnalytical skillsMicrosoft Office proficiencyCommunication skillsPrioritize tasksTraining developmentAd hoc training deliveryProfessional designationsAdvanced degreeOrganizational skillsProblem-solving skills

Required

Bachelor's degree, or equivalent education and related training
Five years of broker/dealer or financial services industry experience. Strong understanding of retail brokerage products, services, operations and systems
Excellent analytical, problem-solving, organizational skills
Strong verbal and written communication skills
Must be able to prioritize tasks, reprioritize tasks and work well under intense pressure
Strong computer skills to include Microsoft Office Products; knowledge of brokerage systems would be a plus
Ability to do extensive travel, 2-6 weeks at a time, including weekends

Preferred

FINRA SIE, 7, 66 examinations recommended
Advanced degree (or some schooling) in business, law or accounting (including Graduate, Banking, or Graduate Trust School)
Other professional designations

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

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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