Brokerage Operations Specialist (Charlotte, NC)

Job Description :

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Need Help?

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing Accessibility or by calling 877-891-2510. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response.

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

JOB SUMMARY
Support day to day operations within assigned functional operations area under direction of the supervisor/manager. Processes transactions, interacts with clients in certain instances, front office, operations, compliance, accounting and other internal and external business partners to complete daily workflow.

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. Perform day-to-day operations by processing transactions, performing critical functions while maintaining excellent service levels.

2. Performs various reconciliation tasks.

3. Prepare and review operational reports.

4. Assist in resolving issues and apply critical thinking and problem solving skills to meet the demands of the business.

5. Responsible for having an overall knowledge of all department processes.

6. Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business.

7. Research and resolve issues and act as liaison with the clearing firm in support of the business.

8. Assist with gathering information at the direction of management for audit requests.

9. Function as critical staff for business recovery.

10. Supports ad-hoc projects as needed under the direction of the supervisor/manager.

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. Excellent organizational, verbal and written communication skills.

6. PC skills including MS Office products and ability to learn other computer software applications.

Preferred Qualifications:

1. One year of brokerage industry experience.

2. Excellent PC Skills including strong knowledge of MS Excel.

3. Direct experience within functional area for which role is to be performed, i.e. margin, trading, cashiering, etc.

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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Apply Now >>