Truist · 2 days ago
Brokerage Operations Specialist - Richmond, VA
Richmond, VA
Full-time
Onsite
Entry Level
1+ years expTruist Investment Services is seeking a Brokerage Operations Specialist to support day-to-day operations within the assigned functional area. This role involves processing transactions, performing reconciliations, and assisting in resolving issues while maintaining high service levels.
BankingFinanceFinancial Services
Responsibilities
Perform day-to-day operations by processing transactions, performing critical functions while maintaining excellent service levels
Performs various reconciliation tasks
Prepare and review operational reports
Assist in resolving issues and apply critical thinking and problem solving skills to meet the demands of the business
Responsible for having an overall knowledge of all department processes
Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business
Research and resolve issues and act as liaison with the clearing firm in support of the business
Assist with gathering information at the direction of management for audit requests
Function as critical staff for business recovery
Supports ad-hoc projects as needed under the direction of the supervisor/manager
Qualification
Required
Bachelor's degree or equivalent education, training and work-related experience
Provide high quality client service
Ability to handle multiple assignments; work under pressure in a fast paced environment
Attention to detail with emphasis on accuracy and quality
Excellent organizational, verbal and written communication skills
PC skills including MS Office products and ability to learn other computer software applications
Preferred
One year of brokerage industry experience
Excellent PC Skills including strong knowledge of MS Excel
Direct experience within functional area for which role is to be performed, i.e. margin, trading, cashiering, etc
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
2026-01-16
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2026-01-15
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