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Investment Support Specialist

Investment Support Specialist

Investment Support Specialist

Truist Financial
Atlanta, GA 30309

Job details

Job Type


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Regular or Temporary:


Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Serve as a key front-office point of contact to our affluent fiduciary clients a centers of influence. Provide essential fiduciary support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help coordinate with other members of the Wealth team (Advisors, Planners, etc.) to provide a high quality service level to our Wealth clients.

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.

  • Facilitate day-to-day transactional needs of the client base, including processing deposits, distributions, payments, transfers or other routine transactions.
  • Enter and maintain appropriate client records, monitor client transactions and client data for accuracy and timeliness and maintain appropriate documentation of client transactions.
  • Utilize various trust and investment systems to affect transactions, monitor accounts, create reports and prepare client presentations.
  • Respond to client requests for information and assistance within appropriate level of authority.
  • Support the sales and retention effort by scheduling appointments, conducting follow-up telephone calls, and preparing and maintaining client presentation and marketing materials
  • Assist the advisors with other administrative functions, prioritizing those actions that enable quality client interaction.
  • Continually provide responsive and personal service to our Wealth Clients.
  • Participate in onboarding new teammates and training.
  • Assist with special projects for the Fiduciary Group Support Leader.


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.

  • 1-3 years in the role as an Investment Support Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience.
  • Knowledge of deposits, loan, banking products, and operating systems unique to the line of business, including trust and estate.
  • General knowledge of investment products (stocks, bonds, options, derivatives).
  • Strong problem solving skills.
  • Excellent interpersonal and relationship management skills.
  • Excellent oral and written communication skills.
  • Exemplary customer service and professional etiquette skills.

Preferred Qualifications:

  • Undergraduate degree
  • Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA)

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.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Hiring Insights

Hiring for this role

• Mobile: NA

• Location: 33.795567:-84.387215

• Post ID: 21786687

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