Wealth Investment Support Specialist II
Truist
- Dallas, TX
- Temporary
- Full-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.
- 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. Exemplary customer service and professional etiquette skills.
- Undergraduate degree Trust School graduate Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA)