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Eastern BankPosted 10/21/2026full-timeBoston • Massachusetts • United StatesJuniorMid-Level💰 $20 - $31 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Wealth Management operations, including account processing, compliance, and reconciliation. Proficient in managing vendor platforms and ensuring data integrity while adhering to regulatory standards.
Highest-signal resume keywords
Wealth Management OperationsAccount ProcessingRegulatory ComplianceData Integrity ManagementMicrosoft Excel
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Support daily operational functions across the Wealth Management platform
- Process new and existing account openings, documentation validation, OFAC screening, custodian setup, fee configuration, and data integrity management
- Process internal, external, and complex transfers, stock gifts, and cost basis validation
- Post cash, ACH, check, and wire activity; perform daily and monthly reconciliations and wire investigations
- Manage fee setup, maintenance, accruals, collections, adjustments, and reporting
- Process corporate action elections, class actions, settlements, and documentation
- Research GL variances and perform settlement, house account, and vault reconciliations
- Support IRS and regulatory compliance, SOP maintenance, audits, escheatment, and BCM activities
- Administer custodian and vendor platforms, including user access, monitoring, and change management
- Partner with Client Service, Compliance, Finance, custodians, and external vendors
Requirements
What you’ll need- 2–8+ years of relevant operations experience depending on grade level
- Bachelor's degree in Accounting, Finance, or a related field is preferred
- Proficient PC skills in Microsoft Office Suite productivity applications, including Excel and Teams
- Strong written and oral communication skills
- Highly organized and capable of managing multiple tasks and strict deadlines
- Ability to work well in a team environment
Benefits
Comp & perks- Robust benefits and retirement package
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Retirement plan
- Vacation
- Tuition reimbursement
- Inclusive workplace supporting employee growth and individual development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account OpeningsDocumentation ValidationFee ConfigurationReconciliationWire InvestigationsCorporate Actions ProcessingGL Variance ResearchSOP MaintenanceAuditsBCM Activities
Soft Skills
Strong Communication SkillsHighly OrganizedTeam CollaborationTask ManagementDeadline Management
Tools & Technologies
Microsoft Office SuiteMicrosoft Teams
Industry Keywords
OFAC ScreeningCustodian SetupFee MaintenanceClient ServiceFinance