Wealth Advisory Middle Office Specialist

Overview:

Our
Wealth Advisory group is looking for someone who thrives behind the
scenes-setting up new accounts, processing client bill payments, creating
reports and ensuring our systems run smoothly. If you like variety in your day
and pride yourself on being accurate and dependable, we'd love to have you on
our team.

A Day in the Life

You'll
be right at the heart of our trust operations team, making sure new accounts
are opened cleanly and client requests are processed on time.

On
any given day, you might:

• Open a new trust account, scan documents to our systems, and verify cost basis
• Help a client access their online portal-when a password reset doesn't work, you'll troubleshoot or loop in Wealth Access
• Review an invoice and process it for payment, then scan and log it for compliance
• Close a trust account after final distributions and ensure everything is wrapped up in Investors View
• Generate reports or fulfill client requests for statements, tax docs, or audit confirmations
• Help track corporate trust bond activity or class action proceeds
• Manage relationship system data

You'll
also play a key role in seasonal and special projects-like supporting
scholarship distributions or monthly reconciliations.

What It Takes

• Excellent organizational and time-management skills
• A proactive mindset and the ability to problem-solve on the fly
• A strong sense of confidentiality and professionalism
• Willingness to learn systems and processes that support trust administration
• Comfortable juggling regular duties with occasional project work

Bonus Points

• Experience in trust operations, accounting, or banking back-office support
• Familiarity with systems like Director, Investors View, or FIS Trust Desk trust accounting system.
• Experience with financial reconciliations or tax document handling.
• You're the go-to person for details, deadlines, and dependable follow-through

What we can offer
you:

• Medical, dental, vision, STD, LTD, Life insurance, etc.
• 17 days paid time off, 11 paid holidays and bereavement leave
• Education Assistance Program
• Paid Parental Bonding Leave
• Wellness benefits
• Life event coverage
• Service awards
• Financial benefits including 401(k) match, stock purchase plan and more
• Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
• Logo wear discounts
• Free checking account, checks and discounted bank services