Senior Analyst managing complex financial accounts at Truist. Ensuring operational excellence while coordinating cash processing and account management duties.
About the role
- Tabulations Operations Associate responsible for collecting and processing shareholder votes. Works with brokers and internal teams to maintain data integrity in a hybrid role.
Responsibilities
- Collect vote instructions from incoming files/electronic feeds; validate vote details (e.g., account info, share amounts) and enter data into the system
- Flag and investigate discrepancies (e.g., missing records, invalid positions)
- Handle physical mail in votes during peak season (open, timestamp, and enter electronically) to ensure all votes are accurately recorded
- Reconcile total votes with share balances to ensure completeness and accuracy; assist in finalizing tallies for solicitors, corporate issuers, or mutual funds
- Generate reports summarizing voting results for internal stakeholders and clients
- Perform QA checks on manually applied votes to prevent over votes or duplication; maintain clear audit trails of corrections/re votes and support audit requests
- Collaborate with internal teams (e.g., Product/IT, Relationship Management) to resolve data or system issues; answer routine questions from team members and assist with troubleshooting (re sent files, clarifying instructions)
- Maintain accurate vote records in compliance with industry regulations; follow proxy voting best practices for data privacy/confidentiality
- Proactively suggest improvements that enhance efficiency, automation, and data integrity
- Other duties as assigned
Requirements
- 1+ years in operations, data processing, or proxy/financial services a plus
- Proficient in Excel (PivotTables, formulas) and comfortable with databases or workflow systems
- High attention to detail with excellent visual inspection skills
- Proven organizational and time management abilities under tight deadlines
- Effective written and verbal communication; able to escalate issues and coordinate across teams
- Problem solver who can track down missing data and resolve vote eligibility questions
- Team oriented, adaptable during proxy peak seasons; maintains integrity and confidentiality of sensitive shareholder information
Benefits
- Hybrid position based out of Cary, NC office location with an in-office requirement of 3 days per week
- Must be able to work overtime and weekends when needed
- Office Environment working 40 hours week
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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