Description
Summary:
The Wealth Services Specialist provides exceptional administrative support for the Huntington Private Bank front-office team.
Duties & Responsibilities:
Verify documents for consistency, accuracy, and completeness prior to processingReview file documentation to ensure it is up to date, accurate and in good order for processingResponsible for electronic file retention in accordance with Wealth Services standards.Work closely with colleagues to ensure timely processingRespond to routine/complex incoming inquiries by email or telephoneResolves complex issues relating to the trust accounting systemResponsible for daily reconciliation and identifying out of balance issuesParticipates in cross-training on multiple Wealth Services functionsCreates job aids and assists with procedure reviewsAssists in the training of new Wealth Services colleaguesMaintain knowledge of all products, services, technology and policiesPerforms other duties as assigned
#privatebank
Basic Qualifications:
1-3 years of experience with previous financial firm or accountingBachelor's degree
Preferred Qualifications:
Experience with various account types i.e. trusts, estates, IRAs, etcExperience with various assets, i.e. stocks, bonds, mutual funds, etcExperience/knowledge of regulatory and compliance requirementsExperience with complex problem resolution
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Hybrid
Huntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.