Job Description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
This is an in office position. Location options are: 1001 Semmes Avenue, Richmond, Virginia or 214 North Tryon Street, Charlotte, North Carolina.Responsible for reviewing and approving all incoming and outgoing money movement transactions for brokerage accounts including check disbursements and receipts, Automated Clearing House (ACHs), internal journals and wires. Closely monitor brokerage accounts for suspicious activity and work with the Anti-Money Laundering (AML) department to resolve any issues. Assist with annual client account fees.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Money movement processing to include the review and approval of all wires, checks, ACH and internal journals for retirement and non-retirement accounts. Review documentation (e.g. transactional forms, legal paperwork) to ensure documentation is in good order.
2. Review and approve standing and periodic instructions between brokerage account and bank account.
3. Deposit processing to include the review and approval of all deposits made by the front office to ensure checks are in good order. Reconcile/balance all deposits at the end of day. Research and resolve outages.
4. Process client deposits to include scanning checks for deposit into the firm's bank account as well as inputting the corresponding deposits to the client's brokerage account.
5. Work exception reports to make sure brokerage accounts remain in good standing (e.g. Debit report, IBP Daily report, Uncashed check report). Notify the front office of any discrepancies.
6. Monitor brokerage accounts for suspicious activity and work with the AML department to resolve any issues.
7. Assist the front office by researching and responding to inquiries and requests for information.
8. Remain knowledgeable about rules and regulations related to deposit, check, wire and ACH processing.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education, training and work-related experience
2. Provide high-quality client service
3. Ability to handle multiple assignments; work under pressure in a fast paced environment
4. Attention to detail with emphasis on accuracy and quality
5. Strong organizational, verbal and written communication skills
6. Demonstrate proficiency in Microsoft Office software products
Preferred Qualifications:
1. One (1) year of brokerage industry experience
2. FINRA registrations
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.
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
This is an in office position. Location options are: 1001 Semmes Avenue, Richmond, Virginia or 214 North Tryon Street, Charlotte, North Carolina.Responsible for reviewing and approving all incoming and outgoing money movement transactions for brokerage accounts including check disbursements and receipts, Automated Clearing House (ACHs), internal journals and wires. Closely monitor brokerage accounts for suspicious activity and work with the Anti-Money Laundering (AML) department to resolve any issues. Assist with annual client account fees.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Money movement processing to include the review and approval of all wires, checks, ACH and internal journals for retirement and non-retirement accounts. Review documentation (e.g. transactional forms, legal paperwork) to ensure documentation is in good order.
2. Review and approve standing and periodic instructions between brokerage account and bank account.
3. Deposit processing to include the review and approval of all deposits made by the front office to ensure checks are in good order. Reconcile/balance all deposits at the end of day. Research and resolve outages.
4. Process client deposits to include scanning checks for deposit into the firm's bank account as well as inputting the corresponding deposits to the client's brokerage account.
5. Work exception reports to make sure brokerage accounts remain in good standing (e.g. Debit report, IBP Daily report, Uncashed check report). Notify the front office of any discrepancies.
6. Monitor brokerage accounts for suspicious activity and work with the AML department to resolve any issues.
7. Assist the front office by researching and responding to inquiries and requests for information.
8. Remain knowledgeable about rules and regulations related to deposit, check, wire and ACH processing.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education, training and work-related experience
2. Provide high-quality client service
3. Ability to handle multiple assignments; work under pressure in a fast paced environment
4. Attention to detail with emphasis on accuracy and quality
5. Strong organizational, verbal and written communication skills
6. Demonstrate proficiency in Microsoft Office software products
Preferred Qualifications:
1. One (1) year of brokerage industry experience
2. FINRA registrations
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.
About Truist
Care starts on the inside.
At Truist, our purpose is to inspire and build better lives and communities. And we do that through real, unwavering care. As part of that commitment to care, we’re creating an inclusive and energizing work environment that empowers teammates to learn, grow, and have fulfilling careers.
Why work at Truist?
· Be part of an inclusive culture. We actively recruit and train diverse talent. And not just because it’s the right thing to do—but because we’re inspired by the perspectives and experiences of people from different backgrounds.
· Balance your work and life. We offer flexible healthcare benefits, time off for vacation, wellness, and community service, and company-sponsored financial education programs. We want our teammates to lead full, healthy lives.
· Make meaningful connections. We see the future of financial services as one defined not only by technology, but by humanity. A true balance of innovation, inclusion, and conversation—cutting-edge and close-to-home. You'll be part of building it at Truist.
We’re looking for people with open hearts, big dreams, and new ways of thinking to take us to innovative places in banking. Join us.
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