Operations Specialist II

3 days ago

Rockford, Illinois, United States Midland States Bank Full time
Operations Specialist II - Wealth Management

Job Summary:

The Operations Specialist II - Wealth Management is responsible for providing exceptional service and support to the bank's wealth management division. This role requires a strong working knowledge of WM Operations Core Team critical functions and the ability to act as a liaison between WM Operations and Wealth Management division.

Key Responsibilities:

  • Perform complex account and security maintenance and transaction requests related to core/critical team functions.
  • Have a strong working knowledge of Trust Accounting system and data flow.
  • Review and interpret complex documents pertaining to client information and general knowledge and understanding of various fiduciary account types currently under administration.
  • Knowledge and understanding of different security types as well as how they trade, settle and are treated for tax and performance reporting.
  • Validate and audit distribution and transfer requests for adherence to policy and procedure for self and specific WM Operations core team.
  • Process and settle trades, dividends, interest, maturities, capital changes, and misc. income which requires understanding of various tax treatments for different types of transactions, account types, and methods in which positions are held.
  • Process distributions and transfers from trust accounts.
  • The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
  • Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).

Requirements:

  • Associates degree in business or finance and 3+ years of prior experience in financial services or accounting. Bachelor's degree preferred.
  • Ability to provide quality customer service to internal and external customers.
  • Excellent communications skills, both oral and written.
  • Attention to detail.
  • Ability to work independently and meet deadlines.
  • Ability to present a professional business image to customers, including verbal, written, and personal attire.
  • Ability to be a team player.

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
  • Being flexible and adaptable

About Midland States Bank:

At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, 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. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.

Equal Employment Opportunity:

Midland States Bank is an equal opportunity employer and welcomes applications from diverse candidates. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources at HR@midlandsb.com.

Salary Range: $50,200 - $62,700 annually

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