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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Wealth Management operations, including transaction processing, reporting, and client communication. Proficient in using Wealth Systems and maintaining high-quality standards in administrative tasks.
Highest-signal resume keywords
SIE RegistrationSeries 99 RegistrationWealth System CompetenceAccounting KnowledgeStrong Organizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingReportingAccounting EntriesReconciliationAttention to Detail
Soft Skills
Interpersonal SkillsCommunication SkillsTime Management Skills
Tools & Technologies
TrackerNetx360FIS Trust DeskFidelityLotus NotesTranstar
Certifications & Qualifications
Undergraduate DegreeHigh School DiplomaSIE RegistrationSeries 99 Registration
Industry Keywords
Wealth ManagementTrust OperationsClient-Facing SupportOperational TasksQuality Standards
About the role
Key responsibilities & impact- Perform specialized operational tasks supporting one or more US Wealth Management lines of business
- Perform basic administrative support tasks while maintaining quality in reporting and responding to internal and external clients
- Perform basic processing
- Confirm and enter transactions into systems according to established policies and procedures
- Resolve transaction problems by communicating with client-facing advisors, clients, and third-party advisors
- Prepare detailed information and reports on transactions and accounts under oversight
- Provide direction and answer basic questions
- Adhere to established quality standards
- Support Trackers, phones, and email to advise and assist client-facing CSAs
- Review basic reconciliation breaks
Requirements
What you’ll need- Undergraduate Degree or High School Diploma with 3+ years related experience required
- A minimum of SIE & Series 99 registration is required; if hired without licenses, candidate will need to acquire within a defined period outlined at time of hire
- Knowledge of accounting entries and procedures
- Knowledge of trust operations processes
- Strong arithmetic skills
- Strong organizational skills
- Time management skills
- Attention to detail
- Interpersonal skills
- Communication skills, both verbal and written
- PC skills
- Competence in at least one core Wealth System: Tracker, Netx360, or FIS Trust Desk
- Ability to use role-specific systems such as Fidelity, Lotus Notes, and Transtar as needed
Benefits
Comp & perks- Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards
- Health and well-being benefits
- Savings and retirement programs
- Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
- Banking benefits and discounts
- Career development
- Reward and recognition
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Equal opportunity employment
- Applicant disability accommodations