Custody Ops Specialist
About The Position
Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general account and asset level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures.
Requirements
- Associate's degree, or equivalent work experience
- Two or more years of relevant experience
Nice To Haves
- Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
- Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
- 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
- operational support
- processing of Wealth Management & Investment Services (WMIS) client accounts and products
- setting up securities, general account and asset level maintenance
- coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines
- achieve established Service Level Agreements
- compliance with established department policies and procedures
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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
1,001-5,000 employees
