Truist Wealth Investment Support Specialist II 

United States, Texas, Dallas 

138828845

Regular or Temporary:

English (Required)

1st shift (United States of America)

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.

• Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
• Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
• Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
• Respond to client requests for information and assistance within appropriate level of authority.
• Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials
• Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
• Continually provide responsive and personal service to our Wealth Clients.
• Participate in onboarding new teammates and training. Assist with special projects for the Fiduciary Group Support Leader.

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.

• 7+ years in the role as an Investment Support Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience.
• Knowledge of deposits, loan, banking products, and operating systems unique to the line of business, including trust and estate.
• 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.

Preferred Qualifications:

• Undergraduate degree Trust School graduate Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA)