Come join a growing organization!

Wealth Management Group Operations Specialist

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 business or related field OR with two to three years of related experience.
• This job requires skills needed in a typical office environment. This includes communications skills, computer skills such as, but not limited to Word and Excel as well as utilization of typical office equipment.

For a complete job description, please visit our website.

Compensation DOE.

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Accounting: 2 years (Preferred)

Work Location: One location