Financial Operations Specialist II
6 days ago
The Operations Specialist II – WM is a key member of the wealth management division at Midland States Bank. This role is responsible for providing exceptional service and support to clients, ensuring timely and accurate processing and accounting of transactions.
Key Responsibilities- Transaction Processing: Perform complex account and security maintenance, and transaction requests related to core/critical team functions.
- Trust Accounting: Have a strong working knowledge of Trust Accounting system and data flow, and review and interpret complex documents pertaining to client information.
- Security Maintenance: Knowledge and understanding of different security types, including how they trade, settle, and are treated for tax and performance reporting.
- Validation and Auditing: Validate and audit distribution and transfer requests for adherence to policy and procedure.
- Trade Settlement: Process and settle trades, dividends, interest, maturities, capital changes, and miscellaneous income.
- Client Support: Provide quality customer service to internal and external customers, and maintain compliance with all applicable regulations.
- Education: Associates degree in business or finance, and 3+ years of prior experience in financial services or accounting. Bachelor's degree preferred.
- Skills: Excellent communications skills, both oral and written, attention to detail, ability to work independently, and meet deadlines.
- Competencies: Business insight, cultivates innovation, drives results, makes sound decisions, being a brand champion, collaborates, communicates effectively, customer focus, being authentic, emotional intelligence, self-development, and being flexible and adaptable.
Midland States Bank is an Equal Opportunity and Affirmative Action employer. We recruit, employ, train, compensate, and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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