Assistant Vice President - Operations - NYPB&T

Job description

Position: Assistant Vice President - Operations Division: New York Private Bank & Trust Reports To: Senior Vice President - Operations Employment Status: Full-Time, Exempt: Office Location: 22 Vanderbilt, New York, NY About Us: Founded in 1850 as the Emigrant Savings Bank, New York Private Bank & Trust (the holding Company for Emigrant Savings Bank) offers fully integrated investment advisory, trust, lending, and other banking and family office services to serve the needs of wealthy individuals and families. Essential Responsibilities and Duties: - Perform comprehensive client-onboarding activities for private banking and trust clients, inclusive of: and FIS Trust accounts for completeness partners to open the accounts - Preparing required paperwork for new Chairman, Checking, Investment Management - Collecting and preparing documentation to ensure compliance with Anti-Money Laundering/BSA requirements - Reviewing required documentation & account opening paperwork once signed by client - Sending fully executed documentation & account opening paperwork to onboarding - Setting up client relationship in Addepar; - Importing/linking accounts - Creating fee schedule - Creating portal vi...