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Full-time
bachelor degree, postgraduate degree
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Insurance, Accidental Death And Dismemberment Insurance
Posted 26d ago
~40 hrs/week
Responsibilities
Provide analytical and administrative support for divisional projects, including reporting, process reviews, and serving as a subject-matter expert for wealth systems. The role involves developing leadership reports, conducting industry research, and assisting with strategic planning initiatives.
Requirements
Requires a bachelor's degree in accounting, business, or marketing and at least six years of analytical experience in the financial services industry. Candidates must demonstrate strong quantitative skills, project coordination abilities, and proficiency in Microsoft Office.
Full job description
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.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for providing analytical and administrative support on execution of divisional, group and team projects including but not limited to, performing reporting, analytics, insights and process reviews while also serving as a subject-matter expert for various bank and Wealth systems, products, services and processes. Participates in project management activities.
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. Develop and maintain periodic leadership reports and analyses related to business performance, system functionality, training, and/or departmental initiatives necessary to management.
2. Serve as a subject-matter expert for assigned area around divisional products, services, systems and policies/procedures.
3. Assist and collaborate in the various stages and phases of strategic planning and project management as needed on divisional initiatives, contributing meaningful insights.
4. Conduct industry research and competitive analysis as needed.
5. Continued focus on process improvement. Perform various administrative tasks such as creating presentations, organizing meetings, assembling marketing materials, etc. Assist with training staff on new processes, systems, programs, etc.
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 accounting, business or marketing, or equivalent education and related training.
2. Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an enterprise sponsored Leadership Development Program.
3. Demonstrated project management and coordination skills in a professional or financial services environment.
4. Strong quantitative analysis skills.
5. Excellent verbal and written communication skills.
6. Ability to effectively lead meetings with various key partners and collaborate with individuals at any level of the organization.
7. Ability to work independently.
8. Strong proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
1. Master’s degree in Marketing or Business Administration.
2. Graduate of an enterprise sponsored Leadership Development Program.
3. Banking or financial services experience, with an emphasis on the Brokerage & Private Banking and Wealth client segments.
4. Knowledge of Operational Procedures and systems.
5. Knowledge of SAS or statistical software.
6. Familiarity with training and continuing education requirements for professional credentials such as National Association of Securities Dealers Licensing (7, 63, 65, 24, etc.), Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor.
The annual base salary for this position is $90,000 - $110,000
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, or other classification protected by law. Truist is a Drug Free Workplace.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Headquartered in Charlotte, North Carolina, Truist has leading market share in many of the high-growth markets in the U.S. and offers a wide range of products and services through wholesale and consumer businesses, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending businesses. Truist is a top-10 commercial bank. Truist Bank, Member FDIC. Equal Housing Lender. Learn more at Truist.com.
Learn more at Truist.com and see social media terms and conditions at Truist.com/SocialTerms.
Offices: Charlotte, North Carolina 28202, US
Human ResourcesFinanceBankingSoftwareHumanitarianFinTechFinancial ServicesVenture Capital
Based on 1477 listings with disclosed salaries, most consulting jobs in Atlanta, GA pay between $69k–$200k per year. Individual offers vary with seniority, company size, and specialization.
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