Wealth Operations Specialist

Employment Type

: Full-Time


: Miscellaneous

Position Goals:

Provide assistance in the daily processing of distributions, pension disbursements, fee processing and securities processing.

Essential Duties and Responsibilities:

  • Process checks for client accounts; ensure timely payment of bills; print and distribute checks daily.
  • Make corrections as necessary to daily transactions history.
  • Provide assistance in processing pension disbursements.
  • Assist in fee processing.
  • Process stop pays and ACH returns for trust disbursement.
  • Enter changes to pending items map daily.
  • Provide backup as necessary for transfers.
  • Provide backup assistance for ACMS and balancing, QC and verification.
  • Process Unity requests for market value adjustment, description changes, etc.
  • Provide backup during scheduled and unscheduled absences within the unit.
  • Position Requirements :

    Education - High School diploma or equivalent (GED).

    Experience - Over one (1) through three (3) years of experience in finance, accounting or banking.

    Other - None.

    Preferred Requirements :

    Additional banking experience.

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