Brokerage Operations Specialist - Richmond, VA
Truist Financial, Richmond, Virginia, United States, 23214
Brokerage Operations Specialist - Richmond, VA
Location: Richmond, VA
Employment Type: Full Time
Date Posted: 02/17/2026
Job Categories: Banking, Finance/Economics, Information Technology
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Regular or Temporary: Regular
Job Description This is an in‑office position in Richmond, Virginia. Support day‑to‑day operations within assigned functional operations area under direction of the supervisor/manager. Process transactions, interact with clients in certain instances, front office, operations, compliance, accounting and other internal and external business partners to complete daily workflow.
Essential Duties and Responsibilities
Perform day‑to‑day operations by processing transactions, performing critical functions while maintaining excellent service levels.
Perform various reconciliation tasks.
Prepare and review operational reports.
Assist in resolving issues and apply critical thinking and problem solving skills to meet the demands of the business.
Responsible for having an overall knowledge of all department processes.
Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business.
Research and resolve issues and act as liaison with the clearing firm in support of the business.
Assist with gathering information at the direction of management for audit requests.
Function as critical staff for business recovery.
Supports ad‑hoc projects as needed under the direction of the supervisor/manager.
Required Qualifications
Bachelor's degree or equivalent education, training and work‑related experience.
Provide high quality client service.
Ability to handle multiple assignments; work under pressure in a fast‑paced environment.
Attention to detail with emphasis on accuracy and quality.
Excellent organizational, verbal and written communication skills.
PC skills including MS Office products and ability to learn other computer software applications.
Preferred Qualifications
One year of brokerage industry experience.
Excellent PC skills including strong knowledge of MS Excel.
Direct experience within the functional area for which the role is to be performed, i.e. margin, trading, cashiering, etc.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated), 10 sick days (prorated), and paid holidays. 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.
EEO Statement 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.
Contact Information Company: Truist Financial
Website: https://careers.truist.com/us/en/
#J-18808-Ljbffr
Employment Type: Full Time
Date Posted: 02/17/2026
Job Categories: Banking, Finance/Economics, Information Technology
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Regular or Temporary: Regular
Job Description This is an in‑office position in Richmond, Virginia. Support day‑to‑day operations within assigned functional operations area under direction of the supervisor/manager. Process transactions, interact with clients in certain instances, front office, operations, compliance, accounting and other internal and external business partners to complete daily workflow.
Essential Duties and Responsibilities
Perform day‑to‑day operations by processing transactions, performing critical functions while maintaining excellent service levels.
Perform various reconciliation tasks.
Prepare and review operational reports.
Assist in resolving issues and apply critical thinking and problem solving skills to meet the demands of the business.
Responsible for having an overall knowledge of all department processes.
Demonstrate initiative and commitment to continuous learning, and the ability to adapt to the changing demands of the business.
Research and resolve issues and act as liaison with the clearing firm in support of the business.
Assist with gathering information at the direction of management for audit requests.
Function as critical staff for business recovery.
Supports ad‑hoc projects as needed under the direction of the supervisor/manager.
Required Qualifications
Bachelor's degree or equivalent education, training and work‑related experience.
Provide high quality client service.
Ability to handle multiple assignments; work under pressure in a fast‑paced environment.
Attention to detail with emphasis on accuracy and quality.
Excellent organizational, verbal and written communication skills.
PC skills including MS Office products and ability to learn other computer software applications.
Preferred Qualifications
One year of brokerage industry experience.
Excellent PC skills including strong knowledge of MS Excel.
Direct experience within the functional area for which the role is to be performed, i.e. margin, trading, cashiering, etc.
Benefits All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax‑preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated), 10 sick days (prorated), and paid holidays. 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.
EEO Statement 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.
Contact Information Company: Truist Financial
Website: https://careers.truist.com/us/en/
#J-18808-Ljbffr