Key skills
Communication
About this role
Role Overview
- Provides operational support to the WISD (Wealth & Institutional Services Division) and its clients
- Resolve problems with transactions by communicating directly with internal Financial Advisors, Investment Managers and third parties
- Work with Middle and Front Office to resolve problems with requests submitted
- Balance, report, and research all exception items that settle through various depositories, general ledger and house accounts
- Process and record specific types of transactions relating to investment cash and assets
- Monitor the group mailbox for incoming work and inquiries
- Complete independent verification of transactional activity processed by other team members
- Support and recommend the implementation of process improvements for the area
- Interpret data received from internal and external parties to process moderately complex transactions
- Identify and report all risk and compliance issues, breaches and suspicious activities to management
- Prioritize and manage own workload to meet service level agreements and internal service delivery standards
- Understand and adhere to the Company’s risk and regulatory standards
Requirements
- Associate’s degree and a minimum of 1 years’ general work experience
- In lieu of a degree, a combined minimum of 3 years’ higher education and/or work experience
- Effective communication skills
- Detail-oriented
- Good organizational skills
- Strong mathematical skills
- Knowledge of pertinent spreadsheet and word processing software
Benefits
- Health insurance
- Retirement plans
- Forty hours of paid volunteer time each year