Wealth Operations Coordinator
7 days ago
Company Overview
F&M Trust is a reputable bank seeking a highly detail-oriented Wealth Operations Specialist to support its Wealth Management division. Located at the Corporate Headquarters in Chambersburg, PA, this role involves working closely with the Wealth Management team and other internal stakeholders.
About the Role
This position plays a critical role in ensuring the accuracy of transactions within the division, serving as the last line of defense against errors and omissions that could result in unnecessary losses for the bank.
Key Responsibilities
- Perform trade settlement tasks
- Post dividends and income accurately
- Daily settlement with custodians
- Daily money market process management
- Open new accounts
- Process asset transfers efficiently
- Date of death updates
- Cross-train in other areas of the Wealth Operations department
Requirements
To be successful in this role, you must possess an intense attention to detail and have excellent communication skills to interact professionally and courteously with colleagues. Proficiency in Microsoft Word and Excel is also required, along with the ability to learn other department-specific systems. Additionally, you should be able to work independently and manage multiple priorities to meet strict deadlines.
Desirable Qualifications
- Prior experience in estate settlement or tax reporting
- Knowledge of security transactions
Estimated Salary Range
$45,000 - $60,000 per annum based on location and experience.
Equal Opportunities Employer
F&M Trust is an Equal Opportunity Employer committed to diversity and inclusion.
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