Advisor Solutions Operations Analyst

Responsibilities 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 Qualifications 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 #J-18808-Ljbffr Jobtailor