Must haves:

• 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!

Plusses:

• MS Access
• Excel (Pivot Table and V-look ups)
•  Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
• -bility 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

Day to day:

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/hr-$19.50/hr. Exact compensation may vary based on several factors, including skills, experience and education.

This is a hybrid role. It is a 1-year contract with the possibility of extension or perm