Responsible for daily posting of Wealth Management Department transactions. Performs administrative services sometimes confidential and complex in nature as instructed by Wealth Management Officer, Operations/Wealth Management Operations Leader as well as other Wealth Management Officers.

  SKILLS, KNOWLEDGE, AND/OR ABILITIES

· Excellent interpersonal skills

· Excellent written and verbal communication skills

· Excellent organizational skills

· Strong data-entry skills

· Good record-keeping skills

· Ability to analyze data as well as situations

· Self-disciplined with the ability to work independently

· Ability to maintain confidentiality

· Ability to present oneself professionally

· Ability to prioritize and to be flexible

· Excellent keyboarding skills

· Strong computer skills to include Microsoft Windows, Outlook, Word and Excel.

EDUCATION, TRAINING, AND/OR EXPERIENCE

· High school diploma or GED equivalent required. 

· 3 years minimum Operations or Administrative experience or equivalent job experience preferred.