Wealth Manager Operations Specialist

Responsibilities

• Perform timely and accurate processing of all security transactions within policy guidelines
• Reconcile daily activity between depositories and accounting systems to prevent discrepancies and financial losses
• Facilitate the movement of funds domestically and internationally, ensuring accuracy and timeliness
• Develop and implement process improvements while maintaining strong controls to mitigate risk
• Utilize securities processing knowledge and system tools to define, measure, analyze, and enhance processing workflows
• Resolve complex discrepancies promptly, minimizing potential losses to clients and the bank
• Support audits, compliance reviews, and internal reporting by providing accurate data and resolving issues
• Participate in trust and bond account conversions, project meetings, and user groups to contribute to process enhancements
• Document reports and procedures and assist in testing to support daily operations and strategic initiatives
• Collaborate proactively with teams to identify solutions and resources for project and exception handling

Qualifications

• Bachelor’s Degree in Accounting, Finance, or related field
• 1 to 4 years of experience in securities operations or a similar high-volume environment preferred
• Strong proficiency in PC applications and operating systems
• Excellent research, analytical, and organizational skills; capable of managing large transaction volumes
• Effective communication and interpersonal skills, with the ability to convey complex information clearly
• Knowledge of securities processing systems and Wealth Management accounting principles
• Familiarity with reconciliation practices, trust and bond accounting is advantageous
• Proven ability to solve complex problems independently and meet strict deadlines
• Ability to improve processes and track complex activities efficiently