Wealth Brokerage Trader ( Atlanta, GA.)

Trade Facilitation Service Representative

Provide trade facilitation service to internal and external clients in a call center environment. Facilitates trades in general securities - equities, mutual funds, options, fixed income, and UITs and provides quotes, general market information, and basic account servicing needs.

Essential Duties and Responsibilities :

• Handle inbound call flow within a call center.
• Provide order entry and trade facilitation services in general securities.
• Liaison with the clearing firm's capital markets desk to coordinate block trades and other trades requiring special handling.
• Provide quotes and general market information.
• Provide basic account services to self-directed clients.
• Provide and coordinate specialized services including new issue equity offerings, 10b5-1 plans, restricted stock sales, and employee stock option exercises.
• Provide other general trade support including error corrections, block trade allocations, and trade booking.
• Perform review and release of trades entered through electronic order channels to support the firm's risk management system.
• Research trade issues and liaison with the clearing firm as necessary to resolve items.

Qualifications :

Preferred Qualifications :

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.