Job Summary

• This role provides essential support for managing operational and internal administrative functions for trust accounts, including processing transactions, maintaining detailed records, handling asset movement, reconciling both client and department accounts, and ensuring regulatory compliance.
• The Wealth Operations Administrator processes a high volume of trust account transactions and performs daily and monthly reconciliations to ensure accuracy and identify discrepancies.
• The position requires adherence to company policies and compliance procedures while assisting wealth officers and administrators with client inquiries and identifying opportunities for process improvements.

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Skills & Requirements

Key Requirements

• Associate’s degree or equivalent experience
• Minimum 4 years relevant experience
• Preferred background in banking, wealth management, trust services, law, or brokerage

Work Rights