Wealth Management Operations Processor

United Bank; Parkersburg (WV); On-site; USD 36,000 - 52,000; Full time

Job summary

United Bank is seeking an entry-level Wealth Management Operations Processor in Parkersburg, WV. The role supports daily processing within the Wealth Management department, including posting income, processing disbursements, and assisting with securities settlements.

You will generate reports, assist with client requests and cross-train across the department to improve efficiency while maintaining accuracy and strong customer service. This position is full-time and located on-site.

Qualifications

• Entry level role supporting daily processing in Wealth Management.
• Ability to post income and process disbursements from client accounts.
• Support securities settlements and ensure timely transaction creation and accuracy.

Responsibilities

• Provide daily processing assistance across income postings and disbursements.
• Compare and confirm trade accuracy and funds payment for securities settlements.
• Create and review client reports and assist with department projects.

Skills

Microsoft Office

Customer service

Interpersonal skills

Verbal communication

Written communication

Mathematical calculations

Multitasking

Education

Bachelor's degree in Business or Finance

High School diploma or equivalent

Tools

Microsoft Office

Job description

United Bank

United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Wealth Management Operations Processor

Location: Parkersburg, WV, US, 26101

Company: United Bank

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

Full-time

Equal employment opportunity, including veterans and individuals with disabilities.