Custody Operations Specialist (multiple levels)
$44,200–$58,906 year
HybridMilwaukee, Wisconsin, United States or Cincinnati, Ohio, United States
Job Summary
Operational support and processing of Wealth Management & Investment Services client accounts and products of various types and sizes. Accountable for setting up securities, general account, and asset level maintenance with some level of supervision. Effectively and accurately coordinate, manage, and complete multiple duties and assignments concurrently and within acceptable timelines while understanding established Service Level Agreements. Ensure compliance with established department policies and procedures. Requires minimum 2+ years of experience, Associate's degree or equivalent, and proficiency in Microsoft Office applications. Hybrid (3+ days) in office.
Required Qualifications
- Associate's degree, or equivalent work experience
- High school diploma or equivalent and two or more years of relevant experience
- MINIMUM 2+YEARS OF EXPERIENCE
Desired Qualifications
- Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
- Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
- Ability to multitask and meet established deadlines in a dynamic work environment
- Demonstrated analytical, problem-solving, decision-making, and organizational skills
- Effective customer relations, interpersonal, and verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
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