Wire Associate

Title:

Wire Associate Location:

Overland Park, KS Job Description:

JOB SUMMARY

The Wire Associate works under the Wire Team Managers and the Director of Operations. The Wire associate's primary responsibility is to process wire requests upon the direction of the Wealth Manager or Financial Planner. We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

• Accurately prepare, process, and track wire paperwork for new and existing clients
• Correctly process wire distributions to clients
• Successfully prioritizes and juggles multiple tasks with competing priorities
• Delivers quality customer service
• Consistently display strong communication skills, both written and oral
• Must remain calm under pressure, be a good listener and be able to make good business decisions considering impact to client and firm
• Acts as the liaison between Creative Planning and all custodians that we work with
• Ensure compliance with all regulatory guidelines
• Consistently meets or exceeds deadlines
• Works well independently and within a team environment with minimal supervision
• Exemplifies Creative Planning's culture and values
• All other duties as assigned

REQUIRED EXPERIENCE / QUALIFICATIONS

• No experience necessary Preferred Experience/Qualifications
• Prior experience in financial services or banking field

TECHNICAL SKILLS

• MS Office
• Windows

CRITERIA FOR SUCCESS

To be successful, one will be able to:

• Navigate custodian websites and internal programs such as Salesforce
• Have a limited number of errors when processing wires
• Complete Wire requests in a timely manner without letting speed affect accuracy
• Work well with others and have a positive work attitude
• Be coachable