Wire Associate

The Wire Associate works under the Wire Team Managers and the Director of Operations. The Wire associate’s primary responsibility is to process wire requests upon the direction of the Wealth Manager or Financial Planner. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

Accurately prepare, process, and track wire paperwork for new and existing clients Correctly process wire distributions to clients Successfully prioritizes and juggles multiple tasks with competing priorities Consistently display strong communication skills, both written and oral Must remain calm under pressure, be a good listener and be able to make good business decisions considering impact to client and firm Acts as the liaison between Creative Planning and all custodians that we work with Ensure compliance with all regulatory guidelines Consistently meets or exceeds deadlines Works well independently and within a team environment with minimal supervision Exemplifies Creative Planning’s culture and values All other duties as assigned

TECHNICAL SKILLS

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CRITERIA FOR SUCCESS

To be successful, one will be able to: Navigate custodian websites and internal programs such as Salesforce Have a limited number of errors when processing wires Complete Wire requests in a timely manner without letting speed affect accuracy Work well with others and have a positive work attitude #J-18808-Ljbffr Creative Planning