ABOUT THE ROLE\n

F&M Trust is seeking a Wealth Operations Specialist to support the bank's Wealth Management division. The new team member will be located in the Wealth Operations area at the bank's Corporate Headquarters in Chambersburg, PA. The individual will work closely with the Wealth Management team and some other internal stakeholders.\n

The successful candidate will perform a variety of duties to support the Wealth Operations function. The duties will include:\n\nTrade settlement\nPosting of dividends and income\nDaily settlement with custodians\nDaily money market process\nOpen accounts\nProcess asset transfers\nDate of death updates\nCross train in other parts of the Wealth Operations department\n\n

This individual will be on the team that ensures absolute accuracy for transactions in the division. This team is the last defense to ensure E&O (Errors and Omissions) are nonexistent; failure to do so will result in unnecessary loss to the bank. Thus, someone with an extreme keenness for detail is necessary to be successful. \n

For an individual with comparable experience, we have a more senior Wealth Operations Specialist role that would be accompanied by a competitive salary commensurate with functional experience. \n

MINIMUM QUALIFICATIONS\n\nHigh school diploma or GED\nPossesses an intense attention to detail\nAbility to communicate professionally and courteously in-person, by phone, and through written communication to fellow coworkers\nProficient with Microsoft Word and Excel and has the ability to learn other department specific systems\nAbility to work independently and manage multiple priorities to reach strict deadlines\nWhile not required, previous experience doing the same work, knowledge of estate settlement, knowledge of tax reporting, and\/or an understanding of security transactions, is desired\n\n
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If this is something that raises any interest, and you have the minimum experience and drive to excel in this role, we encourage you to complete an employment application. We'll be in contact with the most qualified applicants who meet our hiring criteria in the upcoming weeks to get interviews started. \n

COMPARABLE JOB TITLES\n

To help our job title resonate with you, other companies may title their (or like) positions such as the following: Estate Settlement Agent, Trust Operations Specialist, Accounting Specialist, Accounts Payable\/Receivable Specialist, and Wealth Management Specialist.\n
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F&M Trust is an Equal Opportunity Employer - M\/F\/Disability\/Vet\/SO