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Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
The New Account Onboarding Analyst reports to the Fiduciary Executive - Onboarding Center of Excellence Team Leader and is responsible for direct oversight into all facets of new account setup, including coding on SEI/Trust 3000 platform, setup of statements and fees.
ESSENTIAL DUTIES AND RESPONSIBILITIES
pected to accomplish. Please use numbers to separate each distinct responsibility.
1. Responsible for onboarding of more complex new accounts from beginning to completion; including account paperwork production and acceptance, coding on SEI/Trust 3000 platform, setup of statements and fees.
2. Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process from beginning to completion. Identify and resolve problems timely while maintaining established Service Level Agreements and guidelines. This may involve giving advice to client-facing wealth teams on proper procedures and policies necessary for account opening or backing up New Account Onboarding Advisors when needed.
3. Knowledgeable in details of account opening and fully capable of executing/completing complex functions within, including detailed system coding and the implications of that coding.
4. Responsible for proper escalation of matters to leadership and other internal parties for determinable action.
5. Responsible for completion of projects as assigned.
6. Serve as subject matter expert and provide mentoring and counsel to other New Account Opening Analysts. Uses expertise to identify gaps.
7. Demonstrates very strong verbal and written communication skills, as well as the ability to articulate information clearly to client facing teammates and internal partners.
QUALIFICATIONS
Required Qualifications:
1. 4+ years of relevant work experience.
2. Demonstrated proficiency in basic computer applications, including standard Microsoft Office products and database applications.
3. Strong analytical skills and demonstrated ability for organization. Must be able to work in high volume and fast paced environment.
4. Very strong communication skills both oral and written
Preferred Qualifications:
4. SEI Trust 3000 system experience
5. Undergraduate degree in business, fiduciary administration or related field.
6. Fiduciary knowledge in trust banking environment. Deep knowledge of banking and trust systems, such as Trust 3000, Advisor Desktop.
7. Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.
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Thank you for your interest in Truist! BB&T and SunTrust have come together in a transformational merger of equals to create Truist, the premier financial organization in the country. You may notice references to our legacy company names, BB&T and SunTrust, in places throughout this site. All such references should be understood to refer to Truist moving forward while we continue to transition to the Truist name.