Wealth Management Middle Office Specialist
Based in United States
Core
Provides back office support for the Wealth Management business segment, handling transactions processing, client bill pay, wire transfers, and trust accounting.
Role type
Middle Office Specialist
Builds
Operational support for Wealth Management teams including Account Services, Custody, Fees, and Corporate Trust.
Domain
Financial Services / Wealth Management
Required skills
Transaction processing, trust accounting, analytical reporting, problem-solving, Microsoft Office proficiency
Responsibilities
Process transactions for firm-specific assets, create analytical reports, interpret trust accounting details, post pending trades, administer bond payments, oversee fee setup, resolve internal customer questions
Seniority
Entry-level to Mid-level