Wealth Operations Administrator

Role Overview

• Provides essential support for managing operational and internal administrative functions for trust accounts
• Processes transactions, maintains detailed records, handles asset movement
• Reconciles both client and department accounts and ensures regulatory compliance
• Performs daily and monthly reconciliation of trust accounts and assets
• Maintains accurate records for all trust activities
• Assists wealth officers and administrators with requests and client inquiries
• Identifies opportunities for process improvements and manages operational risk

Requirements

• Associate’s degree with a minimum of 4 years of relevant experience
• Preferred background in banking, wealth management, trust services, law, or brokerage
• Solid foundational knowledge of financial instruments and principles
• Proven ability to manage multiple priorities in a dynamic environment
• Strong attention to detail, effective organizational skills, sound decision-making, and a commitment to high-quality work

Benefits

• Comprehensive Healthcare Benefits
• 401(k) & ESOP Profit Sharing
• Wellness Program
• Education
• Volunteer Service Hours
• In-house Childcare & Preschool