Wealth Business Analyst
Truist
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Regular or Temporary:
RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
Responsible for providing analytical and administrative support on execution of Brokerage Operations functions and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various brokerage and Wealth systems, products, services and processes. Participates in project management activities.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.
Perform process controls oversight testing of other departments within Brokerage Operations.
Provide internal and external audit support. Perform access administration functions and reviews.
Develop and maintain procedures for departmental functions.
Collaborate with other teams across Brokerage, IT and Wealth on various projects.
Assist and collaborate in the various stages and phases of strategic planning and project management as needed, contributing meaningful insights.
Continued focus on process improvement.
Assist with training staff on new processes, systems, programs, etc.
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.
Bachelor’s degree in accounting, business or marketing, or equivalent education and related training.
At least one year of experience in analytical role within financial services industry or other related. business, and/or have participated in an enterprise sponsored Leadership Development Program.
Demonstrated project management and coordination skills in a professional or financial services environment.
Strong quantitative analysis skills. Excellent verbal and written communication skills.
Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
Ability to work independently with minimal supervision.
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
PREFERRED QUALIFICATIONS:
Master’s degree in Marketing or Business Administration.
Graduate of an enterprise sponsored Leadership Development Program.
Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments.
Knowledge of Operational Procedures and systems.
Knowledge of SAS or statistical software.
Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.
Truist stands for better
Our relentless pursuit of better at Truist means we’re always looking forward. Pursuing what’s next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we’re creating smarter and easier experiences for clients. It means we’re connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.
Touch. Technology. Trust
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: 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 Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.
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