Custody Operations Analyst - Manual Transfers

U.S. Bank National Association • Milwaukee, WI

3d • Hybrid

About The Position

We are currently seeking a highly skilled Custody Operations Analyst to join our Manual Transfers team. This Custody Operations Analyst will be responsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. The ideal candidate will demonstrate strong analytical capabilities, innovate effectively, thrive in a fast-paced environment, excel under deadlines, possess exception organization skills and boast a proven track record in the reconciliation process. Additional Responsibilities: Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline. Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise. Accountable for the completion of daily processing activities. Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution. Responsibilities have various levels of risk correlating to the type and size of account or product. May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.

Requirements

• Two years or more of related experience

Nice To Haves

• Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
• Proven experience in Broker-dealer operations
• Ability to multitask and meet established deadlines in a dynamic work environment
• Demonstrated analytical, problem-solving, decision-making, and organizational skills
• Effective customer relations, interpersonal, and verbal and written communication skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

Responsibilities

• Management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products
• Provide technical, industry, process, and trouble-shooting support for products or accounts
• Completion of daily processing activities
• Deliver a high level of customer service
• Identification of and minimization of risk in the control environment
• Process efficiency and effective customer issue resolution
• Provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees