Onboarding Center of Excellence Analyst II (Remote)-2
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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 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. List the major responsibilities generally associated with the role (5-7 major responsibilities with no more than 10) that an incumbent in this job is expected to accomplish.
Please use numbers to separate each distinct responsibility. Responsible for onboarding of most complex new accounts from beginning to completion; including account paperwork production and acceptance, coding on SEI/Trust 3000 platform, setup of statements and fees.
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, onboarding fiduciary business, and backing up New Account Onboarding Advisors when needed. 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.
Responsible for proper escalation of matters to leadership and other internal parties for determinable action. Responsible for completion of projects as assigned. Provides consultation and feedback regarding process improvements and technology enhancements.
Serve as subject matter expert and provide mentoring and counsel to other New Account Opening Analysts. Uses expertise to identify gaps and provide recommended solutions. Demonstrates excellent verbal and written communication skills, as well as the ability to articulate information clearly to client facing teammates and internal partners.
Qualifications 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. 6+ years of relevant work experience .
Demonstrated proficiency in basic computer applications, including standard Microsoft Office products and database applications. Strong analytical skills and demonstrated ability for organization. Must be able to work in high volume and fast paced environment.
Excellent communication skills both oral and written
Preferred Qualifications
- Undergraduate degree in business, fiduciary administration or related field.
- Fiduciary knowledge in trust banking environment.
- Advanced knowledge of banking and trust systems, such as Trust 3000, Advisor Desktop.
- Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products Other Job Requirements / Working Conditions Sitting/Standing/Walking/Bending/Lifting þ Sitting (if checked, indicate frequency) Constantly (More than 50% of the time) þ Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time) þ Walking (if checked, indicate frequency) Occasionally (Less than 25% of the time) þ Bending (if checked, indicate frequency) Occasionally (Less than 25% of the time) þ Lifting (if checked, indicate pounds) Up to 10 lbs. þ Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. þ Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines
- printers. þ Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. þ Travel (Must select one) Minimal and up to 10% 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 is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status
- other classification protected by law.
- Truist is a Drug Free Workplace.
- EEO is the Law E-Verify IER Right to Work