Support daily reconciliation activities for Advisor Solutions accounts held on the Trust accounting platform and at third-party custodians
Identify, research, and resolve reconciliation breaks by partnering with an outsourced vendor, external custodians, and internal teams
Ensure accounts are accurate, balanced, and properly documented
Act as the primary owner of reconciliation issues escalated from the outsourced vendor, ensuring timely follow-up, documentation, and closure
Escalate unresolved or aging breaks in accordance with established procedures
Track and report reconciliation metrics such as break volumes, aging, root causes, and resolution timelines to management
Verify documentation completeness and accuracy, ensuring required approvals are obtained
Contribute to workflow enhancements and process redesign initiatives

Three or more years of financial services experience, preferably with exposure to trust operations, private banking, or customer service
Bachelor’s degree (or equivalent experience)
Experience using Microsoft Office tools, including Excel, Word, PowerPoint, and Outlook
Experience researching and resolving accounting or reconciliation discrepancies
Ability to interpret transaction data, custodian statements, and system reports
Ability to assess issues and determine appropriate resolution with minimal supervision
Working knowledge of company policies, procedures, and operational processes
Strong ability to multi-task and perform under pressure
Ability to work independently with limited direction
Excellent verbal and written communication skills.

Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
Incentive compensation plan based on company and individual performance

Advisor Solutions Operations Analyst

Key skills