Supporting surgical procedures in a multi - professional team at AGAPLESION DIAKONIEKLINIKUM ROTENBURG, which is a major teaching hospital in Lower Saxony, Germany.
About the role
- Wealth Operations Administrator providing operational support for trust accounts at First Bank & Trust. Responsibilities include transaction processing, reconciliation, and client interaction.
Responsibilities
- Process a high-volume of trust account transactions, including receipts, disbursements, income allocation, trade settlements, asset transfers, fee postings, and unique assets.
- Perform daily reconciliation of trust accounts and assets to ensure accuracy and identify discrepancies.
- Perform monthly reconciliation of department suspense accounts.
- Maintain accurate records for all trust activities, including reports, statements, and tax information.
- Assist wealth officers and administrators with requests and client inquiries, including client portal.
- Identify opportunities for process improvements, implementing controls, and managing operational risk.
- Crosstrain within the Wealth Operations team to provide coverage and support.
Requirements
- Associate’s degree with a minimum of 4 years of relevant experience, or an equivalent combination of education and experience.
- Preferred background in banking, wealth management, trust services, law, or brokerage.
- Solid foundational knowledge of financial instruments and principles, including stocks, bonds, mutual funds, tax concepts, and financial statements.
- Proven ability to manage multiple priorities in a dynamic environment while consistently meeting deadlines.
- Strong attention to detail, effective organizational skills, sound decision-making, and a commitment to high-quality work.
Benefits
- Comprehensive Healthcare Benefits
- 401(k) & ESOP Profit Sharing
- Wellness Program
- Education
- Volunteer Service Hours
- In-house Childcare & Preschool
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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