Wealth Operations Specialist
4 weeks ago
As a Wealth Operations Specialist at Johnson Bank, you will play a critical role in supporting the Wealth Advisors and Portfolio Managers in delivering exceptional client experiences. The successful candidate will possess a strong understanding of wealth services and business strategy, enabling them to proactively support clients throughout the implementation, maintenance, and communication processes.
#### Key Responsibilities
* Develop and maintain thorough knowledge of core wealth and bank operating platforms, ensuring seamless execution of client requests.
* Accurately open and close accounts within wealth operating systems, including the initiation and tracking of deposits, cash, and asset transfers.
* Articulate the full scope of JFG products and services, effectively communicating with clients and internal stakeholders.
* Research and resolve client inquiries and issues, demonstrating initiative and problem-solving skills.
* Collaborate with Wealth Portfolio Managers and Advisors to execute trades and verify transactions.
* Review, disburse, and update required reports, ensuring compliance with industry standards and regulatory requirements.
* Process client requests, including wire transactions, funds transfers, distributions, and general servicing needs.
* Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
#### Job Requirements
* Bachelor's degree with a minimum of 3 years of experience in the financial services industry, or equivalent experience in lieu of education.
* Excellent oral and written communication skills, proven organizational, analytical, and follow-up skills.
* Proficient in MS Office Suite, trust accounting systems, and bank operating systems.
* Investment custody and/or trust accounting system knowledge is highly desirable.
* Experienced WM Assistants will have working knowledge of specific software, such as financial planning software and trading calculators.
#### Estimated Salary
The estimated salary for this position is $65,000 to $85,000 per year, depending on experience and qualifications. This figure is based on industry standards and market conditions in the location.
#### Why Join Johnson Bank
As a Wealth Operations Specialist at Johnson Bank, you will have the opportunity to work with a dynamic team of professionals who are dedicated to delivering exceptional client experiences. Our company culture values innovation, collaboration, and continuous learning, providing a supportive and challenging work environment.
#### Benefits
* Competitive salary and bonus structure
* Comprehensive benefits package, including medical, dental, and vision coverage
* 401(k) plan with company match
* Opportunities for professional growth and development
* Collaborative and dynamic work environment
#### How to Apply
If you are a motivated and experienced professional looking to join a dynamic team, please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you
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