Wealth Operations Specialist
Employment Type: Full-Time
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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