Wealth Management Trust Operations Service Support Specialist
: Job Details :

** Wealth Management Trust Operations Service Support Specialist**

**Job Category****:** Service Support **Requisition Number****:** WEALT004548 Showing 1 location **Job Details**

**Description**

**Duties/Responsibilities**

Follows established service support procedures to complete the following tasks in accordance with timeline measurements:

**Level I** *Possess a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area to effectively:*

* Process asset receipts, asset deliveries, asset adjustments, class action suits, CD purchases and redemptions, ACH transactions, cash receipt transactions, and wire transfers.

* Perform bill payment processing, including check-printing functionality and review/sign checks

* Prepare imaging paperwork, including tax forms, and other various reports.

* Post dividends and interest.

* Reconcile depository positions.

* Balance DDA, internal accounts, and trust transactions

* Assist with frontline training for Wealth Advisory associates on processes, procedures, and systems.

**Level II** *Has gained efficiency in many of the core aspects of the job and works independently within established procedures associated with the job function to effectively:*

* Complete tasks outlined within Level I duties autonomously and by using skilled decision making authority

* **Additional duties to include:**

* Process trade type transactions, including buys and sells, daily cash sweep

* Perform date of death valuations

* Mailing address change notifications

* Wire/ACH approval

* Complete notification and processing of corporate action transactions

* Prepare various reports

* Prepare management reports.

**Level III** *Has mastered proficiency in all core aspects of the job. Takes on self-guided projects and works independently within established procedures associated with the job function to effectively:*

* Complete tasks outlined within Level I/II duties autonomously and by regularly executing skilled decision making authority

* **Additional duties to include:**

* Process fee activities.

* Perform various tax processing activities.

* Review forms for IRA related transaction.

* Prepare monthly Administration past due reports

* Prepare monthly reconcilement reports

* Coordinate AddVantage statement production.

* Design and produce queries utilizing SQL for AddVantage.

* Provide assistance with creation/update of Qforms.

* Execute special projects/tasks in a self-guided fashion.

* Assist with integration of AddVantage upgrade/release items.

* Provide back up support as needed.

**Education and Training**

Level I:

* High School diploma and/or up to 1 year related work experience - required

+ Related experience to include a focus within: operations, banking, or trust administration

+ Brokerage or Trust industry experience preferred.

* Requires knowledge of Microsoft Office

Level II:

* Associates degree and/or 2+ years related work experience preferred

* High School diploma and/or 2+ years of related work experience required

+ Related experience to include a focus within: operations, banking, or trust administration

+ Brokerage or Trust Industry experience preferred.

* Requires knowledge of Microsoft Office

Level III:

* Bachelors and/or 4+ years related work experience preferred

+ Related experience to include a focus within: operations, banking, or trust administration

* In pursuit of/holds the desire to pursue CTOP/other relatable designation(s) - preferred

* Requires knowledge of Microsoft Office.

**Qualifications**

*Knowledge of:*

* Strong oral and written communication skills with moderate to high level of contra firm contact via phone and correspondence

* Strong organizational skills

* Strong attention to detail

*Ability to:*

* Multi-task and work independently

* Maintain confidentiality of customer information

* Take more than normal care to prevent loss to the organization

* Perform duties under frequent time pressures

***Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.***

***Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.***

**Qualifications**

**Skills**

**Behaviors**

**:**

**Motivations**

**:**

**Education**

**Experience**

**Licenses & Certifications**