Hybrid Wealth Onboarding Specialist

at Truist

• Job title: Wealth Onboarding Specialist
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Orlando, United States

About the role

• Wealth Onboarding Specialist overseeing the onboarding processes for new Truist Wealth teammates. Responsible for training, client onboarding, and support during transitions.

Responsibilities

• report to the Truist Wealth Onboarding Manager and is responsible for the initial setup for newly hired Truist Wealth teammates
• office set up (computers, monitors, adding supplies, etc.) training on Truist Systems
• preparing client onboarding packages, opening accounts, processing paperwork and account follow up
• ordering supplies, preparing advisor onboarding guides, marketing mailings, back-office liaison
• providing onsite support during transitions (2-4 weeks at a time, including nights and weekends)
• 30, 60, 90-day check-ins with new advisor or team and address any additional training needs
• help develop and maintain training materials that will assist Financial Advisors and Client Service Associates during and after their transition
• help develop and deliver ad hoc trainings for systems and procedures as needed for Wealth Brokerage
• offboarding support for terminated Wealth teammates

Requirements

• Bachelor’s degree, or equivalent education and related training
• Five years of broker/dealer or financial services industry experience
• Strong understanding of retail brokerage products, services, operations and systems
• Excellent analytical, problem-solving, organizational skills
• Strong verbal and written communication skills
• Must be able to prioritize tasks, reprioritize tasks and work well under intense pressure
• Strong computer skills to include Microsoft Office Products; knowledge of brokerage systems would be a plus
• Ability to do extensive travel, 2-6 weeks at a time, including weekends

Benefits

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits
• medical, dental, vision, life insurance
• disability, accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• 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
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan (depending on position and division)
• restricted stock units
• deferred compensation plan