Senior Analyst – Wealth Institutional Administration and Operations

Truist

. Manage day-to-day operations for a complex book of business including Custody, Defined Benefit, Foundations & Endowments, and Funeral & Cemetery accounts .

Posted 10/22/2026full-timeAtlanta • North Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing complex accounts and fund accounting processes, with a strong focus on client communication and operational efficiency. Proficient in coordinating cash processing and maintaining internal controls while ensuring compliance with audit inquiries.

Highest-signal resume keywords

Fund AccountingClient CommunicationOperational EfficiencyProblem-Solving SkillsAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fund Accounting SystemsCash ProcessingPension Payment ProcessingTrade RequestsSystem CodingAccount ManagementInternal ControlsAudit InquiriesTransaction ProcessingStandardization and Automation

Soft Skills

Strong CommunicationInterpersonal SkillsOrganizational SkillsAbility to Work Under PressureAttention to Detail

Tools & Technologies

Microsoft OfficeInternal Software Applications

Industry Keywords

Philanthropic WorkTrustsNot-for-ProfitsFoundationsEndowmentsCustody AccountsFuneral AccountsCemetery Accounts

About the role

Key responsibilities & impact

Manage day-to-day operations for a complex book of business including Custody, Defined Benefit, Foundations & Endowments, and Funeral & Cemetery accounts
Review cash balances, overdrafts, and lockbox activity
Process contributions, distributions, pension payments, trade requests, stock donations, charitable gift annuities, fund accounting, and system coding requests
Aid in account opening and closing processes
Liaise with Client Managers, Account Managers, Investment Managers, and clients
Coordinate cash processing, fund accounting, CIF trade processing, lockbox processing, pension payment processing, and system coding requests
Maintain internal controls and procedures, including client authentication
Identify efficiency opportunities through standardization and automation
Participate in training new teammates
Process transactions in fund accounting systems
Manage complex accounts and research and resolve account issues
Coordinate quality-control reviews for teammates
Participate in internal and external audit inquiries
Coordinate CIF account cash needs and submit timely trade requests
Produce and validate monthly, quarterly, and/or annual fund accounting statements
Respond promptly and accurately to client and teammate voicemail and email communications
Complete assigned training courses
Communicate account issues to the F & E Operations & Client Service Manager and assist with internal projects

Requirements

What you’ll need

Bachelor’s degree in business or related field or equivalent work experience
Minimum of five years of philanthropic work or similar experience
Strong problem-solving skills and keen attention to detail
Ability to work under pressure and meet critical deadlines
Ability to process detailed work and work independently
Proficient knowledge of Microsoft Office software products and various fund accounting systems
Working knowledge of internal software applications preferred
Minimum of five years of experience working with trust and/or not-for-profits preferred
Strong communication, interpersonal and organization skills preferred
English language fluency required

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Accidental death and dismemberment coverage
Tax-preferred savings accounts
401k plan
At least 10 days of vacation during the first year, prorated as applicable
10 sick days, prorated as applicable
Paid holidays
Defined benefit pension plan (depending on position and division)
Restricted stock units (depending on position and division)
Deferred compensation plan (depending on position and division)