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About the role
Key responsibilities & impact- Responsible for onboarding of most complex new accounts from beginning to completion
- Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process
- Identify and resolve problems timely while maintaining established Service Level Agreements and guidelines
- Advise client-facing wealth teams on proper procedures and policies necessary for account opening
- Knowledgeable in details of account opening and fully capable of executing/completing complex functions
- Proper escalation of matters to leadership and other internal parties for determinable action
- Completion of projects as assigned
- Provide consultation and feedback regarding process improvements and technology enhancements
- Serve as subject matter expert and provide mentoring and counsel to other New Account Opening Analysts
Requirements
What you’ll need- 6+ years of relevant work experience
- Demonstrated proficiency in basic computer applications, including standard Microsoft Office products and database applications
- Strong analytical skills and demonstrated ability for organization
- Must be able to work in high volume and fast paced environment
- Excellent communication skills both oral and written
- Undergraduate degree in business, fiduciary administration or related field (preferred)
- Fiduciary knowledge in trust banking environment (preferred)
- Advanced knowledge of banking and trust systems, such as Trust 3000, Advisor Desktop (preferred)
- Deposit/general banking knowledge to effectively coordinate the delivery of a wide variety of bank products (preferred)
Benefits
Comp & perks- Medical, dental, vision, life insurance
- Disability insurance
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units and/or a deferred compensation plan (depending on position and division)
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
Account OpeningProcess ImprovementProject CompletionDatabase ApplicationsMicrosoft Office Proficiency
Soft Skills
Problem ResolutionMentoringOrganizational Skills