Wealth Investment Support Specialist II

Truist; Raleigh (NC); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid vacation

Paid sick days

Paid holidays

Job summary

Truist is seeking an Investment Support Specialist to provide in-office client and advisor support for affluent investment clients within the Wealth Management regional office. You will assist Investment Managers, process routine transactions, maintain records, and help coordinate with the Wealth team to deliver high-quality service to clients.

The role requires 1–3 years in a related field, knowledge of investment products, strong communication, and exemplary customer service.

Qualifications

• Entry level / 1–3 years in Investment Support or Fiduciary Support roles, or related client service experience.
• Knowledge of deposits, loans, banking products, and systems unique to trusts and investments.
• General knowledge of investment products (stocks, bonds).
• Strong problem-solving skills.
• Excellent interpersonal and relationship management skills.
• Excellent oral and written communication skills.
• Exemplary customer service and professional etiquette.

Responsibilities

• Facilitate day-to-day transactional needs of the client base (deposits, distributions, payments, transfers, etc.).
• Enter and maintain client records; monitor transactions for accuracy and timeliness; document client transactions.
• Utilize trust and investment systems to execute transactions, monitor accounts, create reports, and prepare client presentations.
• Respond to client requests for information and assistance within authority level.
• Support sales/retention by scheduling appointments and preparing client presentations and marketing materials.
• Assist advisors with administrative functions to enable quality client interaction.
• Provide responsive, personal service to Wealth Clients.
• Assist with special projects for Investment Managers.
• Assist Investment Analyst with compliance exception items.

Skills

Investment support

Fiduciary support

Trust and investments

Problem solving

Interpersonal skills

Communication skills

Customer service

Education

Undergraduate degree

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

• 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.

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.

EEO is the Law E-Verify IER Right to Work

Regular

Language Fluency: English (Required)

1st shift (United States of America)