Wealth Ops Processor- Cashiering

Job description

The role of Wealth Management – Wealth Ops Processor- Cashiering will be part of an integrated Wealth Management Operations workforce and collaborate with departments responsible for processing annuity transactions; and assisting clients with asset/money movements. Candidates will also participate in actions to efficiently carry out day-to-day Operations by assisting internal clients including, but not limited to, Financial Advisors, Sales Assistants, Risk-Management and Compliance. Primary responsibilities include: - Handling all asset/money movement transactions - Processing all physical and remote check deposits, as well as stock/bond certificates - Incoming mail handling and repository filing - Ensuring prompt, accurate and timely resolution of all requests and inquiries, including phone correspondence - Field a variety of incoming Financial Advisor calls with a passion to deliver high quality solutions for our customers - Gain deeper knowledge and understanding of Wealth Management Investment products (Stocks, Bonds, Mutual Funds, Annuities) to handle customer inquiries with increasing complexity Minimum Requirements: Minimum of 1 year or more of bank/financial services custom...