Responsible for the operational support and processing of Wealth, Corporate, Commercial and Institutional Banking client accounts and products
Accountable for general account and asset level maintenance with some level of supervision
Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently
Understands and achieves established Service Level Agreements
Accountable for compliance with established department policies and procedures

Associate's degree, or equivalent work experience
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

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

Custody Operations Specialist – Class Actions Proxy Team

Key skills