Wealth Management Operations Processor

United Bank • Parkersburg, WV

7d • Onsite

About The Position

This position is an entry level position that will be responsible for the daily processing support within the assigned areas within the Wealth Management department.

Requirements

• High School diploma or equivalent is required
• Proficiency in Microsoft Office Products required
• Excellent customer services and interpersonal skills required
• Strong verbal and written communication skills required
• Ability to perform simple and complex mathematical calculations is essential
• Well organized and ability to adhere to daily deadlines is essential
• Ability to multi-task and work in a fast-paced environment

Nice To Haves

• Bachelor’s degree in Business or Finance highly desired
• Previous professional working experience in Operations, Investments, Brokerage or Accounting is highly desired.

Responsibilities

• Provide daily processing assistance including posting various types of income from various sources to client accounts and processing disbursements from client accounts via check, ACH, credit advice or wires.
• For Securities settlements, compare and confirm trade accuracy and payment of funds on a daily basis.
• Ensure on a timely basis that functions are performed to create transactions per workflow.
• Troubleshoot situations arising from exception lists and communicate with appropriate staff in order to resolve.
• Calculate and apply changes to client accounts as corporate actions occur and require action.
• Generate reports daily, weekly and monthly.
• Update client report on vote results for respective annual meeting.
• Process funds received from mutual fund vendor.
• Perform duties of other Processors in order to cross train within the department.
• Seek opportunities for additional job knowledge and development.
• Provide clerical support to include answering phones, processing mail, filing and faxes.
• Identify and recommend methods to enhance processes for efficiency, accuracy and costs.
• Assist with special projects and other tasks as assigned by management.
• Asset transfer, including free delivery and receipts.
• Receive and process administrative requests.
• Tasks related to ongoing compliance follow up including policy and procedures.

Benefits

• 401k
• health_insurance
• dental_insurance
• vision_insurance
• life_insurance
• disability_insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED