We are seeking an organized, team-oriented individual with strong accounting and trust administration experience to support our growing Wealth Management Client Services department. Primary Responsibilities: Responsible for new account setup, account opening process and maintenance for custody clients. Complete necessary documentation for receipt/delivery of assets and tracking of custody client assets. Develop, maintain and update custody administrative procedures. Identify opportunities for workflow efficiencies and ensure a high level of client service. Provide a comprehensive, consistent narrative to auditors, regulators, management and clients. Identify opportunities for process improvements and help implement solutions. Requirements / Qualifications: BA in accounting, business or...read more

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