Brokerage Operations Trade Support Specialist

Truist Financial - Richmond, VA

Part-time,Full-time - Entry Level

Richmond, VA

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Brokerage Operations Trade Support Specialist at Truist Bank provides essential middle office support for the sales and trading teams. This role involves trade corrections, order entry, inventory reconciliation, and ensuring high-quality client service. The specialist is responsible for staying updated on industry changes and participating in training opportunities to enhance their skills and adapt to the evolving demands of the business.

Responsibilities

• Assist with the day-to-day operations by processing tasks within the department and maintaining excellent service levels.
• Resolve issues and apply critical thinking and problem-solving skills to meet the demands of the business.
• Stay current with industry standards and new policies and procedures relative to the area of responsibility.
• Monitor and update daily pricing files with monthly statement reconciliation.
• Monitor and process option assignments and expiration.
• Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business.
• Monitor daily inventory position and P&L information for respective trading desks and assist in the resolution of any differences.

Requirements

• 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
• Financial Industry Regulatory Authority (FINRA) Series 7 or ability to obtain the Series 7 license within 120 days of employment.

Nice-to-haves

• Two years of brokerage industry experience.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Paid holidays
• Vacation days
• Sick days
• Restricted stock units
• Defined benefit pension plan
• Deferred compensation plan