Wealth Management Operations Specialist
Job Summary:
The Wealth Management Operations Specialist I is responsible for transactional processing supporting Wealth Management accounts within the trust and/or bond accounting systems. This role ensures the accuracy of client account activity and reporting through trade processing, settlements, foreign currency exchange, and account reconciliations.
Key Responsibilities:
Process transactions for Wealth Management accounts within trust and bond accounting systems
Execute trade processing and settlements
Support foreign currency exchange activities
Perform reconciliations to ensure accurate account reporting and performance tracking
Collaborate with Wealth Management account officers and internal teams including Operations & Technology, Risk, Compliance, and Audit
Coordinate with external depositories, vendors, and brokers to maintain accurate client account records
Preferred Experience:
Background in Wealth Management, Financial Services, or Operations & Technology within the financial industry.
Every day, System One focuses on services and solutions that require a high degree of specialization, in-demand technical skills, and large-scale operational expertise. We are essential partners to those on the front lines of our nation’s most critical infrastructure, technology, and life sciences initiatives.
Founded more than 40 years ago as a staffing partner to the engineering industry, today System One is a diversified organization operating in over 50 locations and putting more than 9,000 people to work in the United States, Canada, and the United Kingdom.