Wealth Operations Specialist I
Heartland Bank and Trust Company•Normal, IL
•Onsite
About The Position
The Wealth Operations Specialist I provides back-office support to Asset Management and Trust Services. The primary responsibilities include transaction processing, account reconciliation, document retention, and functions using the trust accounting system.
Requirements
- Associate’s Degree Business and minimum 1 year related preferred or equivalent combination of education and experience.
Nice To Haves
- Trust Accounting Software a plus.
- Previous experience with Trust Accounting Software a plus.
Responsibilities
- Process transactions (deposits, disbursements, etc.) to the accounting system.
- Print client checks, and create ACH and Wire Transfer transmissions (initial step of process).
- Document filing (OnBase).
- Process client communication such as greeting cards, holiday gifts, New Client letters, Change of Address letters, etc.
- Balance and reconcile ACH and Wire bank accounts (daily).
- Perform other duties supporting AMTS Operations.
Benefits
- competitive benefits package
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
