Wealth Management Operations Assistant
$42,993,600–$50,523,200 year
On-siteSaratoga Springs, New York, United States
Job Summary
Process fee processing, cash sweeps, trade settlements, and transaction reviews while maintaining accurate trust accounting records. Execute daily account administration including deposits, withdrawals, wire transfers, and balancing transactions. Collaborate with the Administrative Officer to open and close accounts, prepare proofs and reconciliations, and manage document preparation for new and terminating accounts. Maintain department security holdings and assist in distributing daily reports. Requires ability to read reports, use a computer, and perform normal daily physical activities such as lifting up to 30 pounds.
Required Qualifications
- High School Diploma or GED equivalent
- Must be able to hear well enough to communicate with customers, co-workers, and outside bank personnel
- Communicate Orally
- Must be able to read reports and use computer
- Occasionally will lift 20-30 pounds (files, cash drawer, etc.)
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