Truist

Wealth Investment Support Specialist II

Truist

full-time

Posted on:

Location Type: Office

Location: Bal Harbour • Florida • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Provide in-office support to affluent Investment clients and Centers of Influence
  • Deliver essential investment operations support through daily administration of client portfolios
  • Prioritize relationship management activities
  • Enter and maintain appropriate client records
  • Utilize various trust and investment systems for transactions
  • Respond to client requests for information
  • Support sales and retention efforts by scheduling appointments
  • Assist advisors with other administrative functions
  • Provide responsive and personal service to Wealth Clients
  • Participate in onboarding and training of new teammates
  • Assist with special projects for Investment Managers and Wealth Division Support Leader

Requirements

  • 3-5+ years as an Investment Support Specialist/Fiduciary Support Specialist
  • Knowledge of deposits, loans, banking products, and operating systems related to trusts and estates
  • General knowledge of investment products (stocks, bonds, options, derivatives)
  • Strong problem-solving skills
  • Excellent interpersonal and relationship management skills
  • Excellent oral and written communication skills
  • Exemplary customer service and professional etiquette skills
  • Undergraduate degree (preferred)
  • Securities Industry Essentials (SIE) or Trust School Level 1 (preferred)
Benefits
  • medical, dental, vision, life insurance
  • disability insurance
  • accidental death and dismemberment
  • tax-preferred savings accounts
  • 401k plan
  • at least 10 days of vacation
  • 10 sick days
  • paid holidays
  • potential for defined benefit pension plan
  • restricted stock units
  • deferred compensation plan
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment operationsclient portfolio administrationtrust systemsinvestment productsdepositsloansbanking productsstocksbondsderivatives
Soft Skills
relationship managementproblem-solvinginterpersonal skillsoral communicationwritten communicationcustomer serviceprofessional etiquette
Certifications
Securities Industry Essentials (SIE)Trust School Level 1