Wealth Management Operations Analyst

7 days ago

Phoenix, United States First International Bank & Trust Full time
Job DescriptionJob Description

First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. This position requires a sound knowledge of established procedures, methods and practices. The Wealth Management Operations Analyst will ensure adherence to policies, procedures, objectives, and practices and applicable laws.

Key Responsibilities:

  • Manage operational workflow for the assigned market
  • Complete daily duties such as receiving and verifying money movement reconciliation reports, reconciles internal fiduciary accounts, generate reports for assigned market and distributes to appropriate account officer.
  • Open and close new accounts on the system of record.
  • Manage asset transfers and documents receipt of assets.
  • Process invoices for management as directed.
  • Reviews, analyze, recommend and educate on operational efficiencies for current processes, and ensure conformance to standard procedures and practices.
  • Coordinate contingency planning by ensuring all team members are fully aware, capable and have access to each other’s responsibilities in the event workflow transfer is necessary.
  • Attend periodic training and exchange of ideas forums.

Qualifications:

  • A bachelor's degree in accounting, business administration, economics or finance is preferred.
  • Minimum of five years of operations experience within a wealth management/trust, registered investment advisor, broker/dealer working environment is preferred.
  • CSOP, CTOP®, ATOP or CTFA certification considered a plus.
  • Understanding of securities processing and trust accounting considered a plus.
  • Local market experience is preferred.

First International Bank and Trust is a family-owned full-service Community Bank with locations in ND, MN, SD, and AZ.

We show our employees we care by providing competitive benefits and training and growth opportunities. Here are the things we offer within our full-time benefits package:

  • Health, Dental & Vision
  • 401K Retirement Plan with Employer Match
  • Paid Parental Leave
  • Life and Disability Insurance
  • Generous PTO and Holiday pay

If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly at TalentAcquisition@FIBT.com.

Equal Opportunity Employer

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