Associate's degree, or equivalent work experience OR High school diploma or equivalent and two or more years of relevant experience
Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
Ability to multitask and meet established deadlines in a dynamic work environment
Demonstrated analytical, problem-solving, decision-making, and organizational skills
Effective customer relations, interpersonal, and verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data entryregulatory principlesaccounting principlescustody operational functionsanalytical skillsproblem-solving skillsdecision-making skillsorganizational skillsmultitasking

Soft Skills

customer relationsinterpersonal skillsverbal communicationwritten communication

Certifications

Associate's degreeHigh school diploma