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About the role
Key responsibilities & impact- Understanding and working through policies and procedures
- Data entry
- Projects
- Assisting team members with additional tasks
- Schedule: Part Time: Monday - Friday hours can vary between 8am-6pm, 15 - 19 hours per week with 4 hours minimum per day
Requirements
What you’ll need- 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
Comp & perks- 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
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
data entryregulatory principlesaccounting principlescustody operational functionsanalytical skillsproblem-solving skillsdecision-making skillsorganizational skills
Soft Skills
multitaskingcustomer relationsinterpersonal skillsverbal communication skillswritten communication skills
Certifications
Associate's degreeHigh school diploma
