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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Ensure PHI asset management activities are conducted in accordance with relevant Bank and Regulatory Policies and Procedures in a trustworthy, efficient, and effective manner. Develop and oversee PHI Quality Assurance program. Manage PHI’s system presence including administration of the PHI asset management system.

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.

• Develop and oversee the Privately Held Investments Quality Assurance program. Coordinate updates to policy, procedures and related job aids as needed. Monitor all activities for adherence to the policy and procedures, including implementation of a Privately Held Investments Quality Assurance program, conducting management reporting, and quarterly business reviews with leadership.

• Administer the Voyager Asset Management System, including system updates and error corrections; reconcile Voyager holdings to SEI holdings on a monthly basis; coordinate reporting as needed to support PHI team’s effective and efficient use of Voyager.

• Coordinate external regulatory, risk and compliance audits and related testing. Prepare PHI responses to testing activity; assure remediation is timely and sustainable. Administer Archer issues.

• Develop PHI teammate risk awareness. Engage as needed in resolving teammates or client issues proactively and escalate as necessary.

• Contribute to the PHI leadership team by performing PHI risk management activities, including research and related strategic project tasks and activities in a timely manner. Work effectively with peers across lines of business.

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.

• Bachelor’s Degree in Business or Finance

• Minimum of 7 years’ in compliance or quality assurance related roles.

• Ability to be pro-active, work well in a team environment and across lines of business

• Strong written and verbal communication skills with demonstrated ability to present ideas effectively to a group

• Solid decision-making and judgment capabilities, able to manage projects with minimal supervision

• Demonstrated proficiency in standard computer applications, such as Microsoft Office products.

• Excellent organizational, problem solving and analytical skills.

PREFERRED QUALIFICATIONS

• Completion of a graduate-level trust school program (ABA, Cannon, or other comparable provider)

• Regulatory experience of 3-5 years

Truist stands for better

Our relentless pursuit of better at Truist means we’re always looking forward. Pursuing what’s next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we’re creating smarter and easier experiences for clients. It means we’re connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.

Touch. Technology. Trust

Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients

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 (https://benefits.truist.com/)

. 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 supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals 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.

EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf)

Pay Transparency Nondiscrimination Provision (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp_%20English_formattedESQA508c.pdf)

E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)