What are the responsibilities and job description for the Wealth Management Operations Specialist position at OakTree Staffing?
Wealth Management Operations Specialist
Location: Tulsa, OK
Description
Performs various duties that are centralized within the WMS group for client accounts. These functions may include opening accounts; closing accounts; appropriate receipt and disbursement of cash; processing of income and expenses; and calculation, processing, and monitoring of fees.
In support of this function, the duties will include determination of required documentation and coordination with line of business team members, external custodians, clients, and vendors to ensure appropriate documentation is provided.
- Work directly with line of business team members for support of daily processing questions on Trust accounts.
- Works issues through to resolution and provides the proper customer service needs
- Serves as a backup role for other needs within the business group.
- Works pro-actively among the group to identify solutions or resources to complete any exception processing.
- May perform other duties as assigned.
- Looking for someone who can work on multiple forms in different stages of completion, very detail oriented, communicates well in writing or speaking.
Experience Required:
- This level of knowledge is normally acquired through completion of an Associate's Degree in a business related field and 3 years' experience in the security industry; or equivalent combination of education and experience.