Description

General Purpose The Operations Associate II is the second level position in the company Wealth Management Operations Associates series. In addition to the ability to perform the duties of the Operations Associate I, the Operations Associate II will acquire additional duties and education to further assist the company Wealth Management clients. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Perform all Operations Associate I job functions independently. Process a variety of security and cash related transaction with minimal assistance. Train staff on accounting functions. Review account opening documentation to ensure full on-boarding process. Assist with the research and resolution of issues. Regular and reliable attendance is required as an essential function of this position. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability Proactive, analytical, and able to problem-solve and multi-task. Possess strong written and verbal communication skills. Has strong computer aptitude; proficient in Microsoft suite of products. Detail-oriented, organized, and dependable. Operate efficiently with a high degree of accuracy. Education or Formal Training: High School Diploma or general education diploma (GED) equivalent required. At least 1 year of operations experience required. Experience: Prior banking experience preferred. Previous work in customer service is preferred. An equivalent combination of education and experience may be substituted on a year to year basis. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, some filing is required; it would require the ability to reach for and lift files, open filing cabinets and bend or stand on a stool as necessary. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.50 to $23.50 per hour, depending on experience. For an overview of our employee benefits please visit: Our company Careers Page Position anticipated to close October 26, 2024, or until filled.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Individuals must be able to perform these duties with or without reasonable accommodations. Our company promotes a drug free workplace. Pre-employment drug testing and background check are required. We are an Equal Opportunity Empl yer. Females/Minority/Veterans/Disabled/Sexual Orientation/Gender Identity/Religion/National Origin. Member FDIC