Wmt acct servicing rep
Company Name:
People's United Bank
# Job Description
I. Job Summary (describe in 2-3 sentences the mission or purpose of this position):
This position is responsible for utilizing an extensive understanding of wealth management products, services and overall administrative processes and procedures to process transactions while adhering to compliance and regulatory requirements.
II. Principal Responsibilities (identify 4-7 major categories of work):
Process wealth management transactions such as Pension/401K ,opening and closing accounts, DDA/TDA deposit/withdrawals, broker transfers, GL entries and bill payments, while adhering to all compliance and regulatory requirements, including the appropriate legal documentation.
Serves as day-to-day contact for institutional custody clients providing guidance, directions and transaction processing.
Uses administrative and processing skills to assist with a wide range of department projects and provides cross-functional support as needed throughout the division.
Performs balancing and daily net settlement with the operations department. Prepares daily reconciliation for department operating account. Maintains and audits vault items.
Collects ticket work from department and faxes to operations department for daily processing.
Maintains all incoming and outgoing wire transfer activity.
Participates in special projects and supports the administrative team.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
# Job Requirements
High School diploma or equivalency required.
1-3 years related experience required.
IV. Additional Job Requirements:
Certification/License:
Behavioral/Technical Skills:
Strong PC skills are required, including word processing, spreadsheets, internet and internal software. Ability to learn specific programs as needed
Excellent written and verbal skills are needed to communicate effectively with internal and external contacts.
Strong organizational skills and attention to detail are needed to manage and prioritize work in an efficient manner. Flexibility is needed to respond to multiple ad hoc assignments and projects in an accurate and timely manner.
Working knowledge of internal and external procedural, policy and compliance aspects of the products and services supported by the Trust Middle Office group
Ability to work with team and share knowledge and skills.
Auto req ID: 1349BR
Posting Title: WMT ACCT SERVICING REP
Employment Type: Full Time
Address 1: 850 MAIN STREET
City: BRIDGEPORT
State: CT
Zip Code: 06604Estimated Salary: $20 to $28 per hour based on qualifications.
People's United Bank
# Job Description
I. Job Summary (describe in 2-3 sentences the mission or purpose of this position):
This position is responsible for utilizing an extensive understanding of wealth management products, services and overall administrative processes and procedures to process transactions while adhering to compliance and regulatory requirements.
II. Principal Responsibilities (identify 4-7 major categories of work):
Process wealth management transactions such as Pension/401K ,opening and closing accounts, DDA/TDA deposit/withdrawals, broker transfers, GL entries and bill payments, while adhering to all compliance and regulatory requirements, including the appropriate legal documentation.
Serves as day-to-day contact for institutional custody clients providing guidance, directions and transaction processing.
Uses administrative and processing skills to assist with a wide range of department projects and provides cross-functional support as needed throughout the division.
Performs balancing and daily net settlement with the operations department. Prepares daily reconciliation for department operating account. Maintains and audits vault items.
Collects ticket work from department and faxes to operations department for daily processing.
Maintains all incoming and outgoing wire transfer activity.
Participates in special projects and supports the administrative team.
Adheres to compliance procedures and internal/operational risk controls in accordance with any and all applicable regulatory standards, requirements, and policies.
# Job Requirements
High School diploma or equivalency required.
1-3 years related experience required.
IV. Additional Job Requirements:
Certification/License:
Behavioral/Technical Skills:
Strong PC skills are required, including word processing, spreadsheets, internet and internal software. Ability to learn specific programs as needed
Excellent written and verbal skills are needed to communicate effectively with internal and external contacts.
Strong organizational skills and attention to detail are needed to manage and prioritize work in an efficient manner. Flexibility is needed to respond to multiple ad hoc assignments and projects in an accurate and timely manner.
Working knowledge of internal and external procedural, policy and compliance aspects of the products and services supported by the Trust Middle Office group
Ability to work with team and share knowledge and skills.
Auto req ID: 1349BR
Posting Title: WMT ACCT SERVICING REP
Employment Type: Full Time
Address 1: 850 MAIN STREET
City: BRIDGEPORT
State: CT
Zip Code: 06604Estimated Salary: $20 to $28 per hour based on qualifications.
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