Brokerage Operations Account Services Specialist - Richmond, VA

Brokerage Operations Account Services Specialist - Richmond, VA

This is an in-office position located at 1001 Semmes Avenue, Richmond, Virginia.

• Update client and account information within firm applications while maintaining a high degree of accuracy.
• Ensure account documentation is received, reviewed for accuracy and completeness, cataloged on the account, and imaged in the firm's digital repository.
• Communicate directly with the front office by responding to emails and phone inquiries.
• Work relevant department reports within designated time frame.
• Support Asset Management Account (AMA) check writing and debit card products.
• Assist in ad hoc projects required to be completed by the department.
• Assist in gathering materials and documentation for both internal and external audits.
• Adhere to the regulators and guidelines established by Financial Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and other regulatory bodies.

• Bachelor's degree or equivalent education, training and work-related experience.
• Provide high-quality client service.
• Ability to handle multiple assignments; work under pressure in a fast paced environment.
• Attention to detail with emphasis on accuracy and quality.
• Strong organizational, verbal and written communication skills.
• Demonstrate proficiency in Microsoft Office software products.

• One year of brokerage industry experience

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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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. EEO is the Law, E-Verify, IER Right to Work.