The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need Help? (https://www.brainshark.com/bbandt/careers-site-faq)If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ([email protected]?subject=Accommodation%20request)(accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:ESSENTIAL DUTIES AND RESPONSIBILITES: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.
Effectively coordinates all duties on assigned line of business accounts including cash processing, fund accounting, CIF trade processing, lockbox processing, and system coding requests while maintaining a heightened focus on client retention.
Adhere to internal controls and procedures, including client authentication, to ensure efficiency, quality, and mitigate risks.
Continually explore all opportunities to gain efficiencies through standardization and automation. Actively participate in training new teammates.
Learn and understand how the Fund Accounting Systems, Trust Accounting System and ancillary systems work. Process all required transactions on the fund accounting system and other appropriate fund accounting systems.
Demonstrates ability to handle complex accounts and deal with situations that require sound judgement.
Provides assistance to team members with researching and resolving account issues.
Works with Client Managers, Account Manager, and Investment Managers to resolve pertinent account issues.
Coordinate and provide quality control reviews for teammates, with an enhanced attention to detail to prevent errors, according to procedures.
Participate in internal and external audit inquiries as required.
Coordinate cash needs for CIF accounts with internal and vendor partners by submitting trade requests timely.
Produce and validate fund accounting statements prior to release. Frequency can be monthly, quarterly and/or annually.
Respond to voicemail and email communications from clients and teammates timely and with a high attention to detail and accuracy
Completes all assigned training courses on time.
Communicate pertinent account issues in a timely manner to F & E Operations & Client Service Manager.
Assists with various internal projects and requests from F & E Operations & Client Service 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.
Bachelor degree in business or related field or equivalent work experience.
Minimum of five years of philanthropic work or similar experience.
Strong problem solving skills and keen attention to detail.
Ability to work under pressure and meet critical deadlines.
Ability to process detailed work and work independently.
Proficient knowledge of Microsoft Office software products and various fund accounting systems.
PREFERRED QUALIFICATIONS
Working knowledge of internal software applications.
Minimum of five years of experience working with trust and/or not-for-profits.
Strong communication, interpersonal and organization skills.
Truist stands for betterOur 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. TrustTruist 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 clientsGeneral 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 (https://benefits.truist.com/). 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.EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOCKnowYourRightsscreenreader1020.pdf)Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp%20EnglishformattedESQA508c.pdf)E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-VerifyParticipationPosterES.pdf)