Wealth Securities Operations Specialist II

Truist Financial
Atlanta, Florida
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 5+ yearsEducation: associatesSkills: ["Communication","Analytical skills","Problem-solving"]

Perform securities operations for the bank’s Wealth Management business, processing wealth account transactions and serving as a subject matter expert for assigned securities operations processes. Lead creation of procedures and workflows to ensure operational excellence, compliance, and risk mitigation. Manage workloads for accuracy and timeliness, support team leaders during volume spikes, and contribute to projects, conversions, and system testing while staying current on trends and new asset types.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
2 days ago

Wealth Securities Operations Specialist II

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Perform securities operations for the bank’s Wealth Management business, processing wealth account transactions and serving as a subject matter expert for assigned securities operations processes. Lead creation of procedures and workflows to ensure operational excellence, compliance, and risk mitigation. Manage workloads for accuracy and timeliness, support team leaders during volume spikes, and contribute to projects, conversions, and system testing while staying current on trends and new asset types.
Location: Atlanta, Florida
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Process securities and investment-related transactions for Wealth accounts.
  • •Create procedures and workflows to ensure operational excellence, comply with rules, and mitigate risk.
  • •Manage workloads to ensure accurate and on-time completion; support the team manager by assisting with processing and answering questions.
  • •Develop solutions with others to resolve client or operational inefficiencies.
  • •Act as a subject matter expert for assigned Securities Operations processes and support projects, conversions, and system testing.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid HolidaysPaid LeaveSick Days

Key Requirements

  • •Associate degree or equivalent education and related training.
  • •Five or more years of Wealth Management experience.
  • •High level knowledge of securities operations in a specific area.
  • •Intermediate knowledge in other areas of securities operations.
  • •Good verbal and written communication, including the ability to write and approve procedures and communicate with LOB teammates and vendors.
Experience:5+ yearsWealth managementSecurities operationsWealth accountsAsset types
Education:Associate's
Skills:CommunicationAnalytical skillsProblem-solving
Languages:English
Tech Stack:ExcelMicrosoft Access

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn