Wealth Management Operations Specialist

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; calculation, processing, and monitoring of fees; and bringing assets into the bank. In support of this function, the duties will include determination of required documentation and coordination with line of business team members, external custodians, and vendors to ensure appropriate documentation is provided.
• 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.
• Supports Trust software and systems relating to incoming administration and client questions.
• Work with outside clients one on one for support and troubleshooting of online products from account setup to browser problems.
• 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
• Performs special projects as required.
• Works with management to ensure processes are properly documented.
• Assists management with inquiries received from internal and external auditors, compliance testing, and regulatory oversight entities.
• May perform other duties as assigned.

Experience required:

• This level of knowledge is normally acquired through completion of a Bachelor’s Degree in a business related field and 1 years’ experience in the security industry; or equivalent combination of education and experience.