Wealth Operations Assistant I

STRIDE BANK NA-posted about 2 hours ago
$1 - $1/Yr
Full-time • Entry Level
Onsite • Oklahoma City, OK
51-100 employees
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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.

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