Fiduciary Operations UHNW (Ultra High Net Worth) Analyst - location options

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. Expense Management (Bill Pay) activities - managing an individual or families financial records, including tracking income and expenses, reconciling accounts, and preparing financial statements.

2. Participate in prescribed rotations of assigned responsibilities to ensure proper level of cross-training is obtained.

3. Serve as a point of escalation to evaluate and remediate complex system / account / transactional discrepancies.

4. Establish effective relationships with Clients and direct teammates as well as teammates that are both upstream and downstream of assigned responsibilities.

5. Participate in system testing, business continuity testing or other activities as identified that impact or rely upon the completion of assigned responsibilities.

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 Accounting or Finance or equivalent education and related experience.

2. Minimum 5 years of experience in high-net-worth, family office, or trust company operations.

3. Strong General Ledger accounting knowledge with an emphasis on Account Receivables; Account Payables; Expense Management (Bill Pay).

4. Knowledge and creation of financial reporting such as Balance Sheet and Income Statements.

5. Effective communication, time management, and interpersonal skills.

6. Strong PC skills with an emphasis on being proficient on Microsoft Office in particular Excel.

Preferred Qualifications :

1. Proficiency in working with a General Ledger based operating system

2. Understanding of foundational bookkeeping principles

3. Demonstrated analytical background with strong experience reconciling and reporting financial information

4. Strong knowledge of Accounting and Investment Reporting applications such as Bill.com; Xero; Quickbooks.

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.