- Truist (Richmond, VA)
- …Responsible for the day to day operations of the F & E specialty support group which includes daily review of cash balances, overdrafts, and lockbox activity. ... Processes contributions, distributions, trade requests, stock donations, charitable gift annuities, fund accounting, and system coding requests. Aids in the account opening and closing process. Acts as a liaison between F & E consultants, investment managers,… more