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Wealth Management Operations Assistant

2 months ago

Saratoga Springs, United States Adirondack Trust Company Full time
Job DescriptionJob Description

TITLE: Wealth Management Operations Assistant

LOCATION: Saratoga Springs, NY (On-site)

REPORTS TO: SVP, Wealth Management

CLASSIFICATION: Full Time, Non Exempt (40 hours per week)

AVAILABILITY: Monday - Friday 8:00am - 4:30pm


SUMMARY:

  • Provides back-office operations support of department accounts and trust accounting system including fee processing, cash sweep/trade processing, transaction processing, review and reconciliation. The position is responsible for accurate processing and reporting of trust payables, receivables, new and terminating accounts, securities settlement and custody, document preparation and review, records management, and trust system maintenance.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Responsible for day-to-day account administration activities, including deposits and withdrawals of cash and assets, wires, balancing of transactions and general account maintenance. Responsible for working with the Administrative Officer's to open and close accounts.
  • Responsible for a variety of proofs and reconciliations.
  • Responsible for the processing of daily stock, bond and mutual fund securities trades and settlement.
  • Responsible for the set up and maintenance of all department security holdings.
  • Assist other Operations personnel with the distribution of daily reports and any other work that must be completed prior to the end of the day.

*Other duties may be assigned.

EDUCATION and/or EXPERIENCE:

  • High School Diploma or GED equivalent.

LICENSE, CERTIFICATIONS, ETC.:

  • None.

PHYSICAL DEMANDS:

  • Must be able to hear well enough to communicate with customers, co-workers, and outside bank personnel.
  • Communicate Orally.
  • Normal daily physical activities to include: walking, standing, sitting, stooping, bending, pushing, and pulling.
  • Must be able to read reports and use computer.
  • Occasionally will lift 20-30 pounds (files, cash drawer, etc.)

WORK ENVIRONMENT:

  • Indoors, environmentally controlled


Adirondack Trust is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex, transgender status, gender identity, gender dysphoria, sexual orientation, national origin, physical or mental disability, protected veteran status, marital and familial status, domestic violence victim status, known relationship or association with any member of a protected class or other characteristics protected by applicable law.