Wealth Advisors Operations Specialist II
Core
First point of contact for Wealth Advisors' clients, managing trust accounts, processing contributions/distributions/transfers, and ensuring regulatory compliance.
Role type
Trust account operations specialist
Builds
Trust and custody accounts for individual and institutional clients
Domain
Banking / Wealth Management / Trust Services
Required skills
Trust account administration, Securities knowledge (bonds/dividends), Regulatory compliance (Trust/Custody), Microsoft Office, Written/Verbal communication
Preferred skills
Bachelor's degree in Accounting/Finance/Marketing, Trust operations experience
Responsibilities
Open and maintain trust accounts, Serve as escalation point for complex issues, Assist clients with standardized requests, Create daily account activity reports, Perform account reviews for regulatory compliance
Seniority
Mid-level individual contributor