What are the responsibilities and job description for the Operation specialist position at F&M Trust?
ABOUT THE ROLE
F&M Trust is seeking a Wealth Operations Specialist to support the bank's Wealth Management division. The new team member will be located in the Wealth Operations area at the bank's Corporate Headquarters in Chambersburg, PA.
The individual will work closely with the Wealth Management team and some other internal stakeholders.
The successful candidate will perform a variety of duties to support the Wealth Operations function. The duties will include :
- Trade settlement
- Posting of dividends and income
- Daily settlement with custodians
- Daily money market process
- Open accounts
- Process asset transfers
- Date of death updates
- Cross train in other parts of the Wealth Operations department
- This individual will be on the team that ensures absolute accuracy for transactions in the division. This team is the last defense to ensure E&O (Errors and Omissions) are nonexistent;
failure to do so will result in unnecessary loss to the bank. Thus, someone with an extreme keenness for detail is necessary to be successful.
For an individual with comparable experience, we have a more senior Wealth Operations Specialist role that would be accompanied by a competitive salary commensurate with functional experience.
MINIMUM QUALIFICATIONS
- High school diploma or GED
- Possesses an intense attention to detail
- Ability to communicate professionally and courteously in-person, by phone, and through written communication to fellow coworkers
- Proficient with Microsoft Word and Excel and has the ability to learn other department specific systems
- Ability to work independently and manage multiple priorities to reach strict deadlines
If this is something that raises any interest, and you have the minimum experience and drive to excel in this role, we encourage you to complete an employment application.
We'll be in contact with the most qualified applicants who meet our hiring criteria in the upcoming weeks to get interviews started.
COMPARABLE JOB TITLES
To help our job title resonate with you, other companies may title their (or like) positions such as the following : Estate Settlement Agent, Trust Operations Specialist, Accounting Specialist, Accounts Payable / Receivable Specialist, and Wealth Management Specialist.
F&M Trust is an Equal Opportunity Employer - M / F / Disability / Vet / SO
Job Posted by ApplicantPro
Last updated : 2024-11-16
