Custody Operations Specialist

About the role

Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general account and asset level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures.

Responsibilities

• Operational support and processing of WMIS client accounts and products
• Set up securities, general account, and asset level maintenance
• Manage and complete multiple duties and assignments concurrently within timelines
• Comply with established department policies and procedures
• Meet Service Level Agreements

Qualifications

• Associate's degree, or equivalent work experience
• Two or more years of relevant experience

Skills

• Basic understanding of regulatory and accounting principles affecting Wealth Management & Investment Services
• Ability to quickly learn custody operational functions, systems, procedures, and products/services
• Ability to multitask and meet deadlines in a dynamic work environment
• Demonstrated analytical, problem-solving, decision-making, and organizational skills
• Effective customer relations, interpersonal, and verbal/written communication skills
• Proficient computer navigation skills using Microsoft Office applications

Location expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Pay

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. Pay range: $24.18 - $32.21 per hour.