Wealth Operations Assistant I

STRIDE BANK NA • Oklahoma City, OK

59d • $1 - $1 • Onsite

About The Position

The Wealth Operations Assistant I is responsible for assisting with a variety of administrative and operational tasks, ensuring smooth processing of client transactions and accurate record-keeping. This position will provide back-up coverage and support within the Wealth Management department when needed.

Requirements

• High School Diploma, or equivalent, required.
• Excellent communication skills, both verbal and written.
• Strong attention to detail and organization skills.
• Honesty and respect for confidential information.

Nice To Haves

• 1-2 years’ related experience as a trust assistant, or similar financial services position, preferred.

Responsibilities

• Assists with processing of wires, distributions, deposits, and check printing to ensure timely and accurate client transactions.
• Updates market values and cost basis information in trust software system per monthly, quarterly and annual schedules.
• Inputs and updates client information in trust software system, maintaining up-to-date records and ensuring data integrity.
• Processes ACH transactions for trust clients, both incoming and outgoing, per their request.
• Reconcile daily trade settlements and cash transactions for mutual fund, stocks, and dividends received.
• Balance daily transactions, incoming and outgoing, at the end of each day.
• Performs other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees