Wealth Operations Specialist I: Client Transactions

• Performs specialized operational tasks in support of one or more US Wealth Management lines of business
• 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
• 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 third parties advisors
• 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 CSAs
• Review basic reconciliation breaks

Requirements 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 ATS Optimization Keywords Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings. Hard Skills accounting entries trust operations processes arithmetic skills administrative support reporting transaction processing reconciliation Soft Skills organizational skills time management attention to detail interpersonal skills communication skills Certifications & Qualifications SIE Series 99 #J-18808-Ljbffr Jobtailor