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Wealth Operations Associate

4 weeks ago

Jefferson City, Missouri, United States Central Bancompany Full time

**Job Summary**

The Central Trust Company is seeking a highly skilled and detail-oriented Wealth Operations Associate to join our team. As a key member of our operations team, you will be responsible for performing a wide range of duties to efficiently support the account maintenance, funds movement, and reporting of the company.

**Key Responsibilities**

  • Process account maintenance on the Trust Accounting and Reporting systems, including new accounts, closed accounts, fee modifications, statement setup, and access changes.
  • Process balancing functions, including the balancing of systems, checking accounts, and general ledger accounts.
  • Process funds receipts and distributions, including check posting and printing, cash transactions, money movement, and tax withholdings.
  • Process daily federal and state tax withholdings, class action litigation funds research and processing, and forms printing and mailing.
  • Monitor and process emails received in the group email box.
  • Assist the Asset Movement team in processing, including account transfers, money market transactions, mutual processing, and asset pricing.

**Requirements**

  • High School Diploma or GED Certificate required.
  • Experience in finance, business, or accounting preferred.
  • Willingness to grow within the department, such as cross-training other desks and duties.
  • Ability to organize, prioritize, and meet deadlines.
  • Ability to collaborate and maintain effective working relationships with colleagues, Trust Company locations, and holding company employees.
  • Accuracy and meticulous attention to detail required.
  • Strong analytical and critical thinking skills.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to work independently.