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
Perform basic processing
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 3rd parties advisors
With oversight 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 CSA's
Accountabilities are of moderate complexity and scope and performed under general management supervision
Review basic reconciliation breaks

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

Wealth Operations Specialist I

Key skills