Income Specialist - Wealth Operations

Commerce Bank•Kansas City, MO

4d•$19 - $24•Hybrid

About The Position

The main purpose of this job is to monitor and post all domestic and foreign securities related dividends, interest, and principal pay-down payments to the Commerce Trust Company client accounts.

Requirements

Basic knowledge of Traded Security Types and the impact various event types have on other aspects of security processing, such as pending cash trades and pending free activity.
Ability to recognize the critical impact of accurate processing and how it affects downstream processes.
Good analytical and critical thinking skills with ability to solve challenging issues and make decisions.
Ability to communicate with various levels of business partner leadership.
Ability to work independently, prioritize and perform varied assignments with frequent distractions.
Motivated and organized initiative-taker with strong attention to detail and the ability to manage multiple priorities.
Inquisitive, agile, and good collaborator with good written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that aligns with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook
Associate’s degree or equivalent combination of education and experience required
2+ years of Financial Services Industry related experience with securities knowledge preferred.

Responsibilities

Monitor and pre-balance all Income event notice reports to ensure timely and accurate posting to client accounts.
Monitor and research out of balances appearing on Income related reconciliation reports.
Perform other duties as assigned.