What are the responsibilities and job description for the Invst Operations Securities Specialist position at City National Bank?
INVST OPERATIONS SECURITIES SPECIALIST
WHAT IS THE OPPORTUNITY? The Securities Specialist will support responsibilities assigned to the Trust Operations team. Position will serve as a liaison between City National Bank and SEI Private Trust Company.
What you will do
- Acts as a liaison with SEI Private Trust Company; resolves problems and discrepancies related to cash transactions, including but not limited to incoming and outgoing wire transfers.
- Responsible for processing investment transactions and reconciling account information;
- Reviewing system records and client agreements to ensure company standards and client eligibility are met;
- Assigns Trust account numbers and for archiving records in accordance with Retention Guidelines
- Sorts and delivers incoming mail and Trust checks to designated areas of WMS
- Sorts and scans all applicable documentation into Filenet for WMS, CNR and CNS
- Able to verify accuracy, manage risk, resolve issues using multiple resources, account records and online systems
- Provides back-up for other numerous functions when required to.
Must-Have
Skills and Knowledge
Compensation Starting base salary : $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location.
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.
ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.
For more information about City National, visit cnb.com.
EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
Salary : $24 - $37
