Wealth Management Operations Processor

This position is an entry level position that will be responsible for the daily processing support within the assigned areas within the Wealth Management department.

Requirements

• High School diploma or equivalent is required
• Bachelor's degree in Business or Finance highly desired
• Previous professional working experience in Operations, Investments, Brokerage or Accounting is highly desired
• Proficiency in Microsoft Office Products required
• Excellent customer services and interpersonal skills required
• Strong verbal and written communication skills required
• Ability to perform simple and complex mathematical calculations is essential
• Well organized and ability to adhere to daily deadlines is essential
• Ability to multi-task and work in a fast-paced environment

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan