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Wealth Investment Support Specialist I
TruistWealth Investment Support Specialist providing support to affluent investment clients and advisors. Facilitating transactional needs and maintaining records for Wealth Management office.
About the role
Key responsibilities & impact- provide in-office client and advisor support interfacing with affluent investment clients
- facilitate day-to-day transactional needs of the client base
- enter and maintain appropriate client records
- utilize various trust and investment systems to affect transactions
- respond to client requests for information and assistance
- support sales and retention effort by scheduling appointments
- assist advisors with other administrative functions
- provide responsive and personal service to Wealth Clients
- assist with special projects for Investment Managers
- assist Investment Analyst with compliance exception items
Requirements
What you’ll need- Entry Level / 1 – 3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist
- knowledge of deposits, loan, banking products, and operating systems unique to the line of business
- 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 skills
- undergraduate degree (preferred)
Benefits
Comp & perks- medical, dental, vision, life insurance
- disability
- accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays
- potential defined benefit pension plan
- restricted stock units
- deferred compensation plan
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Investment Systems UtilizationClient Record MaintenanceKnowledge of DepositsKnowledge of LoansKnowledge of Banking ProductsGeneral Knowledge of StocksGeneral Knowledge of Bonds
Soft Skills
Excellent Oral CommunicationExcellent Written CommunicationRelationship ManagementProfessional Etiquette