22 Jobs in Racine, WI
Johnson Financial Group is Hiring an Operation specialist Near Racine, WI
Overview
The Wealth Operations Specialist is a senior member of the Wealth Operations team with extensive application knowledge and industry expertise.
The primary responsibility of a Wealth Operations Specialist is to support Wealth accounting systems and applications, while striving for operational excellence and an improved customer experience.
This role may include responsibility for application upgrades, management reporting projects, compliance filings, the oversight of tax-related filings and trade activity monitoring.
Hybrid work schedule - 3 days in office, 2 days remote
Key Responsibilities
- Prepare daily, monthly, quarterly and annual reports accurately within established timelines.
- Accurately process daily transactions and monitor accounts.
- Reconcile and balance cash on a daily basis.
- Reconcile account information across multiple applications and sources.
- Support front end office users.
- Calculate, collect and reconcile fees.
- Plan and implement application updates and upgrades as assigned.
- Prepare regulatory filings as assigned. Must stay current on regulatory changes and put into practice within established timeframes.
- Special projects as assigned. Independently handle a wide variety of situations and assignments that are non-routine.
- Create, document and implement department workflows and procedures as assigned. Workflows must address efficiency, operational excellence and the client experience.
- Train new Wealth associates on Wealth applications as assigned utilizing various types of training formats.
- Oversee tax reporting and filings as assigned, while meeting all government imposed deadlines.
- Oversee the setup and maintenance of the Wealth client portal.
- Oversee the setup of new accounts and the free asset movement process as assigned.
- Monitor daily trade activity to ensure accurate and timely settlement of trades.
Required Experience
- Bachelor’s degree in accounting, finance, information systems or relevant area preferred; experience will be considered in lieu of education.
- Minimum one year of experience in Wealth Operations area.
- Position requires solid analytical, technical and financial skills. Experience in data base management and system technology is preferred.
- Proven leadership; ability to communicate effectively at all levels and develop rapport and relationships across the enterprise.
- Must maintain current knowledge of industry specific regulations.
- Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.
Last updated : 2024-03-29
Job Summary
Full Time
Banking
$45k-63k (estimate)
03/31/2024
06/13/2024
johnsonfinancialgroup.com
SPOONER, WI
200 - 500
1970
JAMIE MORALES
$50M - $200M
Banking
Related Companies
About Johnson Financial Group
The Johnson Financial Group family is proud to offer a comprehensive suite of banking, wealth and insurance services. Johnson Financial Group provides: full line of banking services including wealth, mortgage, leasing, consumer and commercial banking through over 30 locations in Wisconsin and Minnesota. management services for individuals, families and commercial pilots, and institutional advisory services for public and private foundations and endowments. insurance services through a leading national, independent insurance agency, including a wide array of employee benefit, commercial and ...
personal insurance solutions. Values We believe in acting with ethics and integrity in all we do. We believe in the importance of customers, and hold ourselves accountable for our interactions. We believe in the dignity of all people and the strength of teams. We believe in the importance of family and community. Social Responsibility Embedded in our culture is a genuine sense of mission to make our communities better because we're there. This philosophy is anchored in the philanthropic spirit of the Johnson family and demonstrated in the way we operate and the individual actions of our associates. Employees We employ more than 1,000 talented associates. Our organization has unusually low turnover, extraordinarily high employee engagement and rigorous hiring standards. Ownership Johnson Financial Group, SC Johnson and Johnson Outdoors, are Johnson family business enterprises headquartered in Racine, Wisconsin. They are separate, independent companies headed by a member of the fifth generation of the Samuel C. Johnson family. They share the same core-set of values, and are leaders in their respective markets. Principal owners of Johnson Financial Group are members of the Samuel C. Johnson family including Helen Johnson-Leipold, who serves as Chairman of Board.
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The job skills required for Operation specialist include Team Operations, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be an Operation specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Operation specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Operation specialist positions, which can be used as a reference in future career path planning. As an Operation specialist, it can be promoted into senior positions as a Check Collections Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Operation specialist. You can explore the career advancement for an Operation specialist below and select your interested title to get hiring information.
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