Wealth Management Operations Speciaist II

Description

Responsible for daily posting of Wealth Management Department transactions. Performs administrative services sometimes confidential and complex in nature as instructed by Wealth Management Officer, Operations/Wealth Management Operations Leader as well as other Wealth Management Officers.

Requirements

  SKILLS, KNOWLEDGE, AND/OR ABILITIES

· Excellent interpersonal skills

· Excellent written and verbal communication skills

· Excellent organizational skills

· Strong data-entry skills

· Good record-keeping skills

· Ability to analyze data as well as situations

· Self-disciplined with the ability to work independently

· Ability to maintain confidentiality

· Ability to present oneself professionally

· Ability to prioritize and to be flexible

· Excellent keyboarding skills

· Strong computer skills to include Microsoft Windows, Outlook, Word and Excel.

EDUCATION, TRAINING, AND/OR EXPERIENCE

· High school diploma or GED equivalent required. 

· 3 years minimum Operations or Administrative experience or equivalent job experience preferred.