Wealth Management Middle Office Specialist

Primary Responsibilities

• Provides specialized administrative support to the Wealth Management business segment, including transactions processing for firm-specific assets, client bill pay services, wire transfers and check disbursements
• Creates detailed analytical reports and ad hoc reports for Front Office associates and Management
• Interprets the details of trust accounting to properly process free movements, cash disbursements and gain/loss activity
• Posts pending trades to allow for the timely settlement of securities trades by SEI
• Administers bond payments and transfers processing
• Oversees fee setup and maintenance in the Wealth Management system
• Solves problems and answers questions from internal customers

Requirements

• High School diploma or GED
• Some college and/or bank experience
• Ability to multitask with minimal supervision
• Demonstrates a willingness to learn and apply new concepts and can adapt well to change
• Demonstrates the ability to identify and resolve common issues/problems
• Good analytical and problem-solving skills, including attention to detail
• Proficient verbal and written communication skills
• Proficient with Microsoft Office products and programs

Skills and Competencies

• Ability to multitask with minimal supervision
• Demonstrates a willingness to learn and apply new concepts and can adapt well to change
• Demonstrates the ability to identify and resolve common issues/problems
• Good analytical and problem-solving skills, including attention to detail
• Proficient verbal and written communication skills
• Proficient with Microsoft Office products and programs

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role.

Other Benefits

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

Location

Riverchase Complex North Building
Location: Hoover, Alabama

Equal Opportunity Employer

including Disabled/Veterans