Wealth Management Operations Specialist

Position: Wealth Management Operations Specialist

Compensation: $30 - $32 /hour, depending on experience

Location: Tulsa, Oklahoma

Inceed has partnered with a great company to help find a skilled Wealth Management Operations Specialist to join their team!

Join a dynamic team at a reputable company where you will play a pivotal role in managing client accounts within the Wealth Management Services group. This is an exciting opportunity to leverage your expertise in the security industry to ensure seamless operations. The role is open due to the company's expansion and offers a chance to work in a collaborative environment where your contributions will be valued.

Key Responsibilities & Duties:

• Open and close client accounts efficiently
• Manage cash receipts and disbursements
• Process income, expenses, and fees accurately
• Collaborate with team members and external partners
• Support daily processing queries on Trust accounts
• Resolve issues and provide exceptional customer service
• Serve as a backup for various business needs
• Identify solutions for exception processing
• Work on multiple forms in different completion stages
• Communicate effectively in writing and speaking

Required Qualifications & Experience:

• Associate's Degree in a business-related field
• 3+ years' experience in the security industry
• Proficiency in account management and documentation
• Strong attention to detail
• Excellent communication skills

Nice to Have Skills & Experience:

• Experience with Trust account processing
• Familiarity with exception processing

Perks & Benefits:

• 3 different medical health insurance plans, dental, and vision insurance
• Voluntary and Long-term disability insurance
• Paid time off, 401k, and holiday pay
• Weekly direct deposit or pay card deposit

If you are interested in learning more about the Wealth Management Operations Specialist opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.

We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.

Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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