Wealth Management Operations Specialist
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GDH
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Job Details
Skills
Summary
Role Summary
The Securities Services Operations Specialist I is responsible for supporting transactional processing for Wealth Management accounts using trust and bond accounting systems. This entry-level position involves managing securities setups, trade execution and settlement, foreign currency exchanges, valuations, and reconciliations. The role requires close collaboration with internal teams, external vendors, and brokers to ensure accurate account reflection and compliance with reporting standards.
Responsibilities
- Perform timely and accurate processing of all security transactions within policy guidelines
- Reconcile daily activity between depositories and accounting systems to prevent discrepancies and financial losses
- Facilitate the movement of funds domestically and internationally, ensuring accuracy and timeliness
- Develop and implement process improvements while maintaining strong controls to mitigate risk
- Utilize securities processing knowledge and system tools to define, measure, analyze, and enhance processing workflows
- Resolve complex discrepancies promptly, minimizing potential losses to clients and the bank
- Support audits, compliance reviews, and internal reporting by providing accurate data and resolving issues
- Participate in trust and bond account conversions, project meetings, and user groups to contribute to process enhancements
- Document reports and procedures and assist in testing to support daily operations and strategic initiatives
- Collaborate proactively with teams to identify solutions and resources for project and exception handling
Qualifications
- Bachelor’s Degree in Accounting, Finance, or related field
- 1 to 4 years of experience in securities operations or a similar high-volume environment preferred
- Strong proficiency in PC applications and operating systems
- Excellent research, analytical, and organizational skills; capable of managing large transaction volumes
- Effective communication and interpersonal skills, with the ability to convey complex information clearly
- Knowledge of securities processing systems and Wealth Management accounting principles
- Familiarity with reconciliation practices, trust and bond accounting is advantageous
- Proven ability to solve complex problems independently and meet strict deadlines
- Ability to improve processes and track complex activities efficiently
- Must be legally authorized to work in the United States.
Publishing Pay Range: $28.00 to $31.64 hourly
This position is based in office and requires employee to work on-site.
- Dice Id: 10112156
- Position Id: 112965
- Posted 2 days ago
Company Info
GDH is a technology workforce solutions provider committed to always giving and delivering more. Better talent. More client and consultant support. Greater service. World-class outcomes. Providing technology staffing, project solutions, and recruitment process outsourcing (RPO), we will be able to deepen our understanding of your business challenges, stay up to date with industry trends, and enhance our ability to create custom solutions to help achieve your business outcomes. We have established ourselves as a trusted partner to countless businesses operating in the communications sector. Our primary goal is to source and recruit the most talented professionals, assemble teams of skilled specialists, create innovative recruitment and professional services strategies that drive growth and foster innovation.
GDH Benefits
GDH offers a range of employee benefits that are designed to promote well-being and help maintain a healthy work-life balance. These comprehensive benefits cover various aspects of an employee's life and aim to enhance their overall experience with the company. Our health benefits include three medical insurance options with access to KISx Card, Zero Card, and HealthJoy concierge services. Other plan offerings include dental, vision, life, disability, supplemental insurance, and pet insurance plans. Enjoy additional perks like holiday pay, 401(k) plan, direct deposit, an employee referral program, work-life balance benefits, a Wellbeats membership, a discounted gym membership program, and more! For more detailed information on benefits, please go to GDH’s website under the tab for candidates.
GDH provides equal employment opportunities (EEO) to all employees and applicants for
employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran's status or any other category protected by law. In addition to federal law requirements, GDH Consulting, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities and/or employees. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits and training. Applicants with disabilities that require an accommodation or assistance in applying and/or for interviewing, please contact our HR Department.
Please visit GDH's website for notice of collection for California applicants.
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