Responsible for placing and confirming open-ended mutual fund and money market trades on behalf of supported business lines and their respective clients. Communicates timely and effectively with trust administration, investment officers, trade services, and various other departments as required. Establishes and maintains strong working relationships with mutual fund representatives and service providers.
Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general account and asset level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements. Accountable for compliance with established department policies and procedures. We can pay between $18.23- $19.23
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- Bachelor's Degree in related fields (Business or Finance) Or Two Years of equivalent experience in Finance
- Excel experience (filtering and sorting features and functions)
-Great communication, energy, and work ethic!
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.