Fiduciary Operations Analyst II

Truist Financial
Richmond
Workplace: OnsiteFull timeUSD 55,000 - 63,500 annuallyFunction: Business OperationsEducation: high_schoolSkills: ["Communication","Time management","Interpersonal skills"]

Perform and reconcile fiduciary operations in a high-volume environment, including cash accounting, specialized asset accounting, fee and revenue accounting, client report generation, and regulatory/management reporting. Execute responsibilities using prescribed policies and task lists to maintain controls, mitigate operational risk, and escalate production issues. Manage transactions within defined SLA, monitor system activity, cross-train across responsibilities, and remediate discrepancies or escalate for resolution.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Truist Financial
Truist Financial
4 days ago

Fiduciary Operations Analyst II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Perform and reconcile fiduciary operations in a high-volume environment, including cash accounting, specialized asset accounting, fee and revenue accounting, client report generation, and regulatory/management reporting. Execute responsibilities using prescribed policies and task lists to maintain controls, mitigate operational risk, and escalate production issues. Manage transactions within defined SLA, monitor system activity, cross-train across responsibilities, and remediate discrepancies or escalate for resolution.
Location: Richmond
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Process transactional responsibilities within defined Service Level Agreements (SLA).
  • •Generate assigned reporting and monitor system activity to ensure workflows complete as prescribed.
  • •Participate in rotations of responsibilities to build cross-training.
  • •Identify account/transactional discrepancies and remediate or escalate for resolution.
  • •Participate in system testing, business continuity testing, or other activities impacting assigned work.

Pay and Benefits

Salary: USD 55,000 - 63,500 annually
Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid Holidays

Key Requirements

  • •High school diploma or equivalent.
  • •Accounting knowledge focused on cash flow, accrual accounting, and reconciliation concepts.
  • •Effective communication, time management, and interpersonal skills.
  • •Intermediate PC skills with emphasis on Microsoft Office, common banking systems, and trust service platforms.
  • •Associates degree or higher (preferred).
Education:High School
Skills:CommunicationTime managementInterpersonal skills
Languages:English
Tech Stack:Microsoft OfficeFISSEI

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