FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
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 and reporting, while adhering to quality standards and regulatory requirements. Proficient in using Wealth Systems and possesses strong organizational and communication skills to support client-facing teams.
Highest-signal resume keywords
SIE RegistrationSeries 99 RegistrationWealth System ProficiencyAccounting KnowledgeTrust Operations Knowledge
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 ProcessingReportingArithmetic SkillsQuality Standards AdherenceBasic ReconciliationPC SkillsOperational Task ExecutionAttention to DetailTime Management
Soft Skills
Interpersonal SkillsVerbal Communication SkillsWritten Communication SkillsOrganizational Skills
Tools & Technologies
TrackerNetx360FIS Trust Desk
Certifications & Qualifications
SIE RegistrationSeries 99 Registration
Industry Keywords
Wealth ManagementTrust OperationsFINRA StandardsRegulatory Compliance
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
- Use at least one core Wealth System, including Tracker, Netx360, or FIS Trust Desk, and other role-specific systems as needed
- Perform basic processing
- Confirm and enter transactions 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 with oversight
- Provide direction and answers to 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
- Minimum of SIE and Series 99 registration required; candidates hired without licenses must acquire them within a defined period after 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
- Verbal and written communication skills
- PC skills
- Must be eligible for employment under FINRA standards
- Subject to FINRA Rule 3110(e) investigation and verification requirements
- Satisfactory criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search
- Occasional domestic travel
- Ability to perform sedentary work, multiple tasks, operate standard office equipment, concentrate for long periods, apply common sense to standardized situations, read/write/comprehend instructions, and perform arithmetic calculations
- Ability to lift/carry under 25 lbs. occasionally
Benefits
Comp & perks- 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