Wealth Investment Support Specialist II

Truist Financial Corporation; Atlanta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

Truist is seeking an Investment Support Specialist to provide in-office client and advisor support for our Wealth Management team in Atlanta. You will assist Investment Managers, process routine transactions, maintain client records, and prepare client presentations to support high-quality service.

Requirements include 1–3 years in investment-related client service, knowledge of deposits and banking products, strong communication skills, and an undergraduate degree. Equal opportunity employer.

Qualifications

• Entry level / 1–3 years in investment support or fiduciary support roles.
• Knowledge of deposits, loans, banking products, and systems related to investments and trusts.
• General knowledge of stocks and bonds.
• Strong interpersonal and relationship management skills.
• Excellent verbal and written communication skills.
• Exemplary customer service and professional etiquette.

Responsibilities

• Facilitate day-to-day transactional needs for the client base (deposits, distributions, transfers, etc.).
• Enter and maintain client records, monitor transactions, and document activities.
• Utilize trust/investment systems to process transactions, create reports, and prepare client presentations.
• Respond to client information requests within authority level.
• Support sales/retention by scheduling appointments and preparing client materials.
• Assist advisors with administrative tasks to enable quality client interactions.
• Provide responsive service to Wealth Clients.
• Assist with special projects for Investment Managers.
• Assist Investment Analysts with compliance items.

Skills

Client service

Communication skills

Investment knowledge

Problem solving

Education

Undergraduate degree

Job description

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

Provides in-office client and advisor support interfacing with our affluent investment clients and centers of influence. Provide essential investment support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high-quality service level to our Wealth clients.

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. Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
2. Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
3. Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
4. Respond to client requests for information and assistance within appropriate level of authority.
5. Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing & maintaining client presentation & marketing materials
6. Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
7. Continually provide responsive and personal service to our Wealth Clients.
8. Assist with special projects for the Investment Managers.
9. Assist Investment Analyst with compliance exception items.

QUALIFICATIONS

Required Qualifications:

1. Entry Level / 1 – 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist; trust, investment, banking or financial planning-related client service experience, or equivalent outside experience.
2. Knowledge of deposits, loan, banking products, and operating systems unique to the line of business, including trusts and investments.
3. General knowledge of investment products (stocks, bonds).
4. Strong problem-solving skills.
5. Excellent interpersonal and relationship management skills.
6. Excellent oral and written communication skills.
7. Exemplary customer service and professional etiquette skills.

Preferred Qualifications

1. Undergraduate degree
2. Entry level knowledge of investments

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.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.