Wealth Management Associate (contract)
at BNY Mellon
Pittsburgh, PA 15219, USA -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 27 Sep, 2024 | Not Specified | 28 Jun, 2024 | N/A | Powerpoint,Time Management,Sharepoint,Excel | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
We are seeking a Wealth Management associate to join our team in Pittsburgh, PA in a hybrid setting for a 9-month contract! If you possess a minimum of 1 year of experience maintaining and opening wealth management accounts following accounting policies and procedures, please apply today!
QUALIFICATIONS:
- Proficient with MS Suites (Excel, SharePoint, PowerPoint)
- Previous experience following detailed fund accounting policies and procedures preferred
- Must possess a great attention to detail, time management, and reading comprehension skills
- Associates degree at minimum required
Responsibilities:
- They will be opening/coding accounts based on instructions received.
- The best candidate will be a person who has a legal studies background who can review client agreements/ trusts/wills etc.
- Extract key data elements that are used to code the account when it is being opened in a certain way as to show the correct characteristics of the account on the accounting platform.
- Open new accounts but also performing maintenance as requested by the wealth managers
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Accounting
Accounts / Finance / Tax / CS / Audit
Accounts Management
Graduate
Proficient
1
Pittsburgh, PA 15219, USA
