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About the role
Key responsibilities & impact- Performs specialized operational tasks in support of one or more US Wealth Management lines of business
- Performs basic administrative support tasks while maintaining excellent quality in reporting and responding to clients both internal and external
- Is competent in at least one core Wealth Systems (Tracker, Netx360, FIS Trust Desk) as well as other role-specific systems (Fidelity, Lotus Notes, Transtar among others) as needed
- Ensures transactions are confirmed and entered in system, according to established policies and procedures for each type of transaction
- Resolves problems with transactions by communicating directly with client-facing advisors, clients and third parties advisors
- Prepares detailed information and reports on transactions and accounts as needed
- Provides direction and answers to basic questions as needed
- Adheres to established quality standards for all work performed
- Supports Trackers/Phones/email to advise and assist client-facing CSAs
- Review basic reconciliation breaks
Requirements
What you’ll need- Undergraduate Degree or High School Diploma with 3+ years related experience required
- A minimum of SIE & Series 99 registration is required; If hired without licenses, candidate will need to acquire within a defined period outlined at time of hire
- Knowledge of accounting entries and procedures
- Knowledge of trust operations processes
- Strong arithmetic skills
- Strong organizational skills
- Time management skills
- Attention to detail
- Interpersonal skills
- Communication skills, both verbal and written
- PC skills
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Paid time off
- Flexible working hours
- Professional development opportunities
- Career development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounting entriestrust operations processesarithmetic skillsadministrative supportreportingtransaction processingreconciliation
Soft Skills
organizational skillstime managementattention to detailinterpersonal skillscommunication skills
Certifications
SIESeries 99