What are the responsibilities and job description for the Wealth Management Operations Specialist position at System One?
Wealth Management Operations Specialist
Job Summary:
The Wealth Management Operations Specialist I is responsible for transactional processing supporting Wealth Management accounts within the trust and/or bond accounting systems. This role ensures the accuracy of client account activity and reporting through trade processing, settlements, foreign currency exchange, and account reconciliations.
Key Responsibilities:
-
Process transactions for Wealth Management accounts within trust and bond accounting systems
-
Execute trade processing and settlements
-
Support foreign currency exchange activities
-
Perform reconciliations to ensure accurate account reporting and performance tracking
-
Collaborate with Wealth Management account officers and internal teams including Operations & Technology, Risk, Compliance, and Audit
-
Coordinate with external depositories, vendors, and brokers to maintain accurate client account records
Preferred Experience:
-
Background in Wealth Management, Financial Services, or Operations & Technology within the financial industry.
System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
Ref: #208-Rowland Tulsa