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Truist Brokerage Ops Trading Specialist in Charlotte, North Carolina

Req ID: R0039607

Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information.Need Help?

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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:

JOB SUMMARY

Provide trade facilitation service to internal and external clients in a call center environment. Facilitates trades in general securities - equities, mutual funds, options, fixed income, and UITs and provides quotes, general market information, and basic account servicing needs.

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.

  1. Handle inbound call flow within a call center.

  2. Provide order entry and trade facilitation services in general securities.

  3. Liaison with the clearing firm's capital markets desk to coordinate block trades and other trades requiring special handling.

  4. Provide quotes and general market information.

  5. Provide basic account services to self-directed clients.

  6. Provide and coordinate specialized services including new issue equity offerings, 10b5-1 plans, restricted stock sales, and employee stock option exercises.

  7. Provide other general trade support including error corrections, block trade allocations, and trade booking.

  8. Perform review and release of trades entered through electronic order channels to support the firm's risk management system.

  9. Research trade issues and liaison with the clearing firm as necessary to resolve items.

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.

  1. Bachelor's degree in finance, accounting or economics, or equivalent education and related training.

  2. One (1) year of related order handling experience.

  3. Strong client contact skills, attention to detail and accuracy, ability to multi-task effectively.

  4. Ability to operate in fast-paced inbound call center environment.

  5. Excellent analytical, problem-solving, organizational and written and verbal communication skills.

  6. Background and understanding in order processing of equities, options, UITs & mutual funds.

  7. Strong computer skills particularly with Microsoft Excel, Access & Word and additional 3rd party applications.

  8. FINRA Series 7 and 63.

Preferred Qualifications:

  1. 3+ years related order handling experience

  2. Prior experience in a call center environment

  3. Prior experience with specialized services including 10b-1 plans, restricted stock, and employee stock option exercises

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.

© 2017 SunTrust Banks, Inc. All rights reserved.

SunTrust is federally registered service marks of SunTrust Banks, Inc.

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