Capital Markets Operations Specialist II

Truist Bank; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off

Job summary

Truist Financial Corporation is seeking a professional in Capital Markets Operations to process transactions for Derivative Trading, Securities Trading, Loan Trading or Agency Services. The role covers Client On-Boarding, Trade Capture, and Securities Settlement and Clearance.

You will interact with clients and internal partners to handle requests, ensure accuracy, and maintain data integrity in a fast-paced environment.

Qualifications

• BS/BA Degree or equivalent education and related training or 3-5 years related experience.
• Understanding of Microsoft Office software, especially Excel.
• Strong interpersonal, time management and problem solving skills.

Responsibilities

• Process transactions and complete daily tasks independently within specified time parameters.
• Interact with clients and teammates from the LOB and other support teammates to process requests and resolve issues.
• Ensure functional procedures and controls are being followed and maintained.

Skills

Strong communication skills

Excel proficiency

Interpersonal skills

Time management

Problem solving

Education

BS/BA Degree or equivalent education

Job description

The position is described below.

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America)

Please review the following job description: This role is responsible for processing transactions that supports Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within Capital Markets Operations. Major responsibilities include working on core operational tasks including Client On-Boarding, Trade Capture, Securities Settlement and Clearance, Confirmations, Client Support or Margin/Collateral processing. This role requires the ability to work in a fast paced environment, multi task with strong communication skills, and to enter data correctly and efficiently is essential. Additional responsibilities include internal coordination and to communicate with external clients as well as Technology, Compliance, Risk, Legal, Sales and Trading internal partners.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Process transactions as specifically required by job function and work independently to complete daily tasks within specified time parameters.
2. Interact with clients, teammates from the LOB and other support teammates to process requests and resolve issues.
3. Ensure functional procedures and controls are being followed and maintained.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. BS/BA Degree, or equivalent education and related training or 3-5 years related experience.
2. Understanding of Microsoft Office software, especially Excel. May be required to demonstrate proficiency.
3. Strong interpersonal, time management and problem solving skills.

Preferred Qualifications

1. Prior experience in bank or brokerage operations with ability to show increased level of responsibilities.
2. Some knowledge of brokerage systems or operations.
3. FINRA Series 99 or 7.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:

Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.