Wealth Management Operations Associate

Beacon Bank • Lenox, MA • 4h ago

Purpose/Objective: Under the direction of the VP, Wealth Management
Operations, provides confidential operational support to a growing
Wealth Management Department. This individual will assist the Wealth
Management team in providing back-office support to our internal and
external clients. Timely and accurate processing of cash transactions
and account maintenance is core to this role. Individual is expected to
adhere to internal controls and to escalate issues when appropriate.
Key Accountabilities: - Provides support to clients and co-workers
in processing cash disbursements from customer accounts, including
paying client bills, deposits/payments to various banks; processes
incoming/outgoing wire transfers. Individual will be responsible for
processing incoming/outgoing wire and ACH transfers. Verifies sufficient
liquidity in client accounts to cover disbursements. - Assists Wealth
Advisors by maintaining existing accounts on our accounting platform,
retaining appropriate support in electronic records, and maintaining
various databases. Individual will perform duties associated with
opening or closing accounts including, but not limited to, establishing
fees or assessing final fees, adding or removing ticklers, establishing
fields or removing account(s) from system. - Supports clients with
setting up online access and addressing access issues. - Handles
customer inquiries in a timely and professional manor. Ensure inquiries
are resolved to meet client expectations. - Provide operational support
services for the Berkshire cash sweep program. Monitors and tracks opt
outs, disclosures, and interest rate changes for the cash sweep program.
Handles customer inquiries pertaining to the cash sweep program and
resolves issues as needed. - Assists management with departmental
compliance issues, projects, and assignments. Serve as a backup and
support to other areas of the wealth operations. - Performs other duties
as necessary to ensure customer service excellence and smooth operations
of the department. - Ensures compliance with all banking laws, rules,
regulations, and prescribed policies/practices/procedures necessary to
reduce risk and uphold ethical standards related to and required by
one\'s duties. Education: - High school diploma or equivalent -
College degree a plus Experience: - 3+ years\' administrative
support, preferably in financial service industry - Basic accounting
experience Skills & Knowledge: - Technology proficiency, including
Microsoft Office Suite, particularly Word and Excel, with some ability
to leverage formulas, templates, and data tools to improve efficiency -
Excellent written/verbal communication skills; ability to compose
correspondence and reports - Excellent organizational skills and the
ability to handle multiple tasks with professionalism and accuracy -
Strong math skills and understanding of basic accounting principles
preferred - High attention to detail and commitment to accuracy,
particularly in data entry, reconciliation, and reporting -
Collaborative and client-focused interpersonal and solution-oriented
attitude - Exudes positive attitude and desire to provide exceptional
service to both internal and external partners - Proactive and
innovative approach, with a desire to continuously improve workflows,
adopt new technologies and enhance the client and team experience We
endeavor to make this site accessible to any and all users. Berkshire
Bank is an Equal Opportunity Employer - all qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, sexual orientation, gender identity, or national origin.
If you would like to contact us regarding the accessibility of our
website, need assistance completing the application process, or would
like to request alternative methods of applying, please contact us at
hr@berkshirebank.com.

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