Wealth Services Specialist II

Huntington National Bank; Flint (MI); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A financial institution is seeking a Wealth Services Specialist II to provide key administrative support to the front office team. The role involves verifying documents, managing files, and resolving issues in trust accounting. Candidates should have strong problem-solving skills and be resourceful in a dynamic environment while maintaining knowledge of products and policies.

Qualifications

• Exceptional administrative support for the team.
• Ability to verify documents for accuracy.
• Skills in problem analysis and resolution.

Responsibilities

• Verifying documents for consistency and completeness.
• Managing electronic file retention as per standards.
• Collaborating with colleagues for timely processing.

Job description

Join to apply for the Wealth Services Specialist II role at Huntington National Bank

Provide exceptional administrative support for the Huntington Private Bank Front office team, including:

• Verifying documents for consistency, accuracy, and completeness prior to processing
• Reviewing file documentation to ensure it is up to date, accurate, and in good order for processing
• Managing electronic file retention in accordance with Wealth Services standards
• Collaborating with colleagues to ensure timely processing
• Responding to routine and complex inquiries via email or telephone

Additional responsibilities include:

• Problem analysis and resolution related to the trust accounting system
• Daily reconciliation and identification of out-of-balance issues
• Participating in cross-training across Wealth Services functions
• Creating job aids, assisting with procedure reviews, and training new colleagues
• Maintaining knowledge of all products, services, technology, and policies to mitigate risks
• Performing other duties as assigned

Exempt Status: No (eligible for overtime pay)

Workplace Type: Office with flexible work arrangements possible

Huntington will not sponsor applicants for immigration benefits. Applicants must be authorized to work in the U.S. full-time. Huntington is an Equal Opportunity Employer.

This job posting is active and available.