Senior Wealth Investment Services Specialist

City National Bank; Los Angeles (CA); Presencial; USD 39.000 - 63.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive healthcare coverage

Generous 401(k) company matching

Career Development through Tuition Re-

Time Away benefits

Fertility benefits, cancer, diabetes,ム

Career Mobility support

Colleague Resource Groups

Descripción de la vacante

City National Bank is seeking an Investment Service Associate Senior to support Investment Services Managers in managing client accounts and maintaining regulatory compliance. You will interact with portfolios, trustees, attorneys, and users across Wealth Management to deliver high-quality service.

The role involves processing fund transfers, IRA administration, and preparing client reporting, with emphasis on accuracy and regulatory adherence.

Formación

• Bachelor's Degree or equivalent
• 3 years of experience in an investment management or trust environment
• 2 years of experience in a financial services organization
• 2 years of experience with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Excellent organizational and problem solving skills.
• Experience with SEI’s Trust 3000 Trust Accounting System preferred.
• Proficient with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Excellent verbal and written communication skills.
• Bachelor’s Degree in Business, Finance or related area preferred, or equivalent 1 to 3 years work experience.

Responsabilidades

• Investment Administration: process transfers, wires, checks, ACH, IRAs, and prepare client portfolio reviews.
• Assist Investment Services Managers with compliance reports and custom client reporting.
• Risk Management and Compliance: follow Regulation 9; maintain training and licenses; ensure OCC and audit compliance.

Conocimientos

Organizational skills

Problem solving

Verbal communication

Written communication

Educación

Bachelor's Degree or equivalent

Bachelor’s Degree in Business or Finance preferred

Herramientas

Microsoft Office

SEI Trust 3000

Descripción del empleo

City National Bank is seeking an Investment Service Associate Senior to support Investment Services Managers in managing client accounts and maintaining regulatory compliance. You will interact with portfolios, trustees, attorneys, and users across Wealth Management to deliver high-quality service.

The role involves processing fund transfers, IRA administration, and preparing client reporting, with emphasis on accuracy and regulatory adherence.