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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:
Utilize project management skills to conduct special projects as assigned.
Essential Duties and Responsibilities:
The 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. Create, update and ensure completion of the task list for projects.
2. Coordinate project completion through the other departments within the organization.
3. Manage the data that is acquired for a project (requesting files, data mapping, etc.)
4. Troubleshoot data and execution problems.
5. Create and manage distribution of client communications.
6. Communicate with regulatory agencies and selling firms.
7. Handle post conversion activities with acquired firms.
Required Skills and Competencies:
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. Bachelors degree in a business-related field or equivalent education, training and work-related experience
2. Ten years of brokerage experience
3. Strong verbal and written communication skills
4. Strong organizational skills
5. Attention to detail
6. Demonstrated proficiency in basic computer applications such as Microsoft Office software products
7. Ability to travel, occasionally overnight
Desired Skills:
1. Financial Industry Regulatory Authority Series 7 license
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.
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