WMS Business Coordinator II Position
20 hours ago
WMS Business Coordinator II
**Job Summary**
Inceed is seeking a skilled WMS Business Coordinator II to join a great company in Tulsa, OK. The successful candidate will aid the wealth management team with daily tasks and projects, providing an opportunity to get their foot in the door with an Oklahoma-based financial institution.
**Responsibilities**
* Set up, process, and monitor fees for client accounts
* Make document adjustments as needed
* Manage fee inbox and process corrections
**Requirements**
* Strong MS Excel experience (macros specifically)
* Data entry experience
* Experience with investment accounts
**Perks and Benefits**
* 3 different medical health insurance plans, dental, and vision insurance
* Voluntary and Long-term disability insurance
* Paid time off, 401k, and holiday pay
* Weekly direct deposit or pay card deposit
**About Inceed**
Inceed is a staffing direct placement firm that believes in the possibility of something better. Our mission is to help every person, whether client, candidate, or employee, find and secure what's better for them. We are an equal opportunity employer and prohibit discrimination and harassment of any type.
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