Wealth Management Group Operations Specialist
Scope:
The Wealth Management Group Operations Specialist reports directly to the Wealth
Management Group Officer and is responsible for assisting WMG Officers in management of client relationships and maintaining client account files and relationship in conformity with bank policy and regulatory requirements.
Essential Duties:
- Enter trades, process invoices and other transactions for department and client accounts.
- Reconcile statements, department cash, assets and accounts.
Education and Special Requirements:
- Four-year degree in accounting or related field OR with two to three years of related experience.
- Strong communication and accounting skills
- High proficiency in Excel and other computer skills
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Compensation DOE.