Job Description

This position is an entry level position that will be responsible for the daily processing support within the assigned areas within the Wealth Management department.

RESPONSIBILITIES

Provide daily processing assistance including posting various types of income from various sources to client accounts and processing disbursements from client accounts via check, ACH, credit advice or wires.

For Securities settlements, compare and confirm trade accuracy and payment of funds on a daily basis.

Ensure on a timely basis that functions are performed to create transactions per workflow.

Troubleshoot situations arising from exception lists and communicate with appropriate staff in order to resolve

Calculate and apply changes to client accounts as corporate actions occur and require action

Generate reports daily, weekly and monthly

Update client report on vote results for respective annual meeting

Process funds received from mutual fund vendor.

Perform duties of other Processors in order to cross train within the department.

Seek opportunities for additional job knowledge and development

Provide clerical support to include answering phones, processing mail, filing and faxes.

Identify and recommend methods to enhance processes for efficiency, accuracy and costs.

Assist with special projects and other tasks as assigned by management

Asset transfer, including free delivery and receipts

Receive and process administrative requests

Tasks related to ongoing compliance follow up including policy and procedures Qualifications High School diploma or equivalent is required

Bachelor's degree in Business or Finance highly desired

Previous professional working experience in Operations, Investments, Brokerage or Accounting is highly desired.

Proficiency in Microsoft Office Products required

Excellent customer services and interpersonal skills required

Strong verbal and written communication skills required

Ability to perform simple and complex mathematical calculations is essential

Well organized and ability to adhere to daily deadlines is essential

Ability to multi-task and work in a fast-paced environment

KEY COMPETENCIES

Effective Communication

Multi-tasking and priority setting

Organizational and time management

Essential Functions:

Sitting for extended periods of time.

Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components for extended periods of time.

Ability to converse and exchange information with all levels of staff within organization.

Ability to observe, perceive, identify, and translate data Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.