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Wealth Operations Assistant I at STRIDE BANK NA
Oklahoma City, Oklahoma, United States -
Full Time

Start Date

Immediate

Expiry Date

19 Mar, 26

Salary

1.0

Posted On

19 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Attention To Detail, Organization Skills, Confidentiality

Industry

Banking

Description
Job Details Job Location: OKC-Gaillardia - Oklahoma City, OK 73142 Position Type: Full Time Education Level: High School / GED Salary Range: $1.00 - $1.00 Hourly Travel Percentage: Negligible Job Shift: Day Job Category: Banking The Wealth Operations Assistant I is responsible for assisting with a variety of administrative and operational tasks, ensuring smooth processing of client transactions and accurate record-keeping. This position will provide back-up coverage and support within the Wealth Management department when needed. PRINCIPAL DUTIES AND RESPONSIBILITIES Assists with processing of wires, distributions, deposits, and check printing to ensure timely and accurate client transactions. Updates market values and cost basis information in trust software system per monthly, quarterly and annual schedules. Inputs and updates client information in trust software system, maintaining up-to-date records and ensuring data integrity. Processes ACH transactions for trust clients, both incoming and outgoing, per their request. Reconcile daily trade settlements and cash transactions for mutual fund, stocks, and dividends received. Balance daily transactions, incoming and outgoing, at the end of each day. Performs other duties as assigned. Qualifications EDUCATION AND/OR EXPERIENCE High School Diploma, or equivalent, required. 1-2 years’ related experience as a trust assistant, or similar financial services position, preferred. KNOWLEDGE, SKILLS, AND ABILITIES Excellent communication skills, both verbal and written. Strong attention to detail and organization skills. Honesty and respect for confidential information.
Responsibilities
The Wealth Operations Assistant I assists with processing client transactions and maintaining accurate records. This includes tasks such as processing wires, updating client information, and reconciling daily transactions.