Middle Office Specialist

Responsibilities

• Serve as a back-up, or on rotation with, our technical support/operations analyst.
• Complete cases for ClientPoint (Wealth Management online banking), data downloads, and ad hoc projects.
• Serve as the primary contact for research requests within the Middle Office and should have experience in Trust and/or Middle Office Operations with a demonstrated working knowledge of Microsoft applications, specifically in Excel for building and tracking data.
• Aid in the quality review of account openings and closings, account transfers, and bill payment.

Qualifications and Education Requirements

• 5+ years’ experience in Trust operations, Bank operations or related wealth management field in an analytical role.
• Prior work experience with FIS Trust Desk system preferred.
• Strong data analytics skills, system admin support experience, or similar technical background preferred.
• Proficient in MS Office products.
• High attention to detail with exceptional communication skills.
• Strong analytical, problem solving, organizational and time management skills required.

Key Measures of Success/Key Deliverables

• Contributes to the success of Trust Operations by recommending/improving/implementing FIS TrustDesk system processes.
• Understand the FIS TrustDesk system setup and be a senior resource for information.
• Manage the ordering and management of client statements, and the printer vendor in coordination with FIS.
• Learn how to use and become an admin for our in-house workflow tool.

Benefits

• Competitive compensation with a salary range of $17.00/hr. - $27.50/hr.
• Medical, dental, and vision insurance.
• 401K.
• Continuing education opportunities.
• An employee assistance program.
• A variety of Impact Network Groups.

Pay

The salary range for this position is $17.00/hr. - $27.50/hr. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

Schedule

N/A

Skills

N/A

Benefits

• Medical, dental, and vision insurance.
• 401K.
• Continuing education opportunities.
• An employee assistance program.
• A variety of Impact Network Groups.