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Wealth Operations Specialist

2 months ago

Oregon, Illinois, United States ASB Bank Full time

Wealth Operations Specialist - Fixed Term Contract

At ASB, our mission is to empower our customers to stay ahead by providing them with the essential tools for managing their financial lives and future aspirations.

As a Wealth Operations Specialist, you will become part of a remarkable team of administrative and customer service professionals who are dedicated to enhancing the customer experience. This team continuously seeks innovative approaches to ensure our clients receive ASB's renowned exceptional service.

This position will provide you with valuable exposure to KiwiSaver, Investment Funds, and various investment products, presenting a unique opportunity to advance your career in the wealth and investments sector.

We are eager to connect with motivated and dynamic individuals who are enthusiastic about personal growth and skill development in the wealth and investments domain.

We seek candidates who are comfortable navigating uncertainty, possess problem-solving abilities, and can identify the most effective paths forward.

What Skills and Experience Will Contribute to Your Success?

Ideally, you will have experience in enterprise environments and demonstrate strong business analysis skills, including:

  • Identifying business needs and requirements
  • Analyzing processes and understanding their benefits and impacts
  • Acting as a liaison between stakeholders and delivery teams

Your mindset should combine growth, empathy, and strategic thinking, enabling you to build strong relationships, recognize challenges, and address obstacles effectively.

To set yourself up for success, we are looking for candidates with:

  • Proficiency in the MS Office suite
  • Exceptional administrative skills with a keen eye for detail
  • Experience in customer service

You may be a recent graduate with some administrative experience or an experienced professional with a passion for investments, thriving in a fast-paced and dynamic environment.

Working at ASB

ASB is built on core values of caring, integrity, passion, courage, and unity, which guide our interactions with colleagues, customers, and the community.

We offer a flexible and supportive work environment that fosters an open and inclusive culture, where your individuality, ideas, and aspirations are valued.

If you are interested in developing your career in banking and meet the outlined criteria, we encourage you to explore this opportunity further.

Application Process

For detailed information regarding responsibilities and requirements, please refer to the attached position description. All applications must be submitted through our careers site.

Successful candidates will undergo several pre-employment checks, including but not limited to police checks, credit checks, AML compliance, and verification of qualifications.