WI3646301

1

Bachelor's Degree

Bachelors Degree

Unspecified

40

JOB REQUIREMENTS: Job Description Overview The Wealth Operations
Specialist is a senior member of the Wealth Operations team with
extensive application knowledge and industry expertise. The primary
responsibility of a Wealth Operations Specialist is to support Wealth
accounting systems and applications, while striving for operational
excellence and an improved customer experience. This role may include
responsibility for application upgrades, management reporting projects,
compliance filings, the oversight of tax-related filings and trade
activity monitoring. Hybrid work schedule - 3 days in office, 2 days
remote Key Responsibilities Prepare daily, monthly, quarterly and annual
reports accurately within established timelines. Accurately process
daily transactions and monitor accounts. Reconcile and balance cash on a
daily basis. Reconcile account information across multiple applications
and sources. Support front end office users. Calculate, collect and
reconcile fees. Plan and implement application updates and upgrades as
assigned. Prepare regulatory filings as assigned. Must stay current on
regulatory changes and put into practice within established timeframes.
Special projects as assigned. Independently handle a wide variety of
situations and assignments that are non-routine. Create, document and
implement department workflows and procedures as assigned. Workflows
must address efficiency, operational excellence and the client
experience. Train new Wealth associates on Wealth applications as
assigned utilizing various types of training formats. Oversee tax
reporting and filings as assigned, while meeting all government imposed
deadlines. Accurately set up and maintain asset and account coding in
all Wealth applications. Oversee the setup and maintenance of the Wealth
client portal. Oversee the setup of new accounts and the free asset
movement process as assigned. Monitor daily trade activity to ensure
accurate and timely settlement of trades. Required Experience
Bachelor\'s degree in accounting, finance, information systems or
relevant area preferred; experience will be considered in lieu of
education. Minimum one year of experience in Wealth Operations area.
Position requires solid analytical, technical and financial skills.
Experience in data base management and system technology is preferred.
Proven leadership; ability to communicate effectively at all levels and
develop rapport and relationships across the enterprise. Must maintain
current knowledge of industry specific regulations. Understanding and
strong working knowledge of MS Office products; ability to effectively
utilize Bank and Wealth Operating Systems. Equal Opportunity Employer of
Minorities, Females, Protected Veterans, and Individuals with
Disabilities \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/1186863C6DD2404C