• Wealth Management Operations Specialist

    Posted: 11/19/2021

    MOVE YOUR CAREER IN THE RIGHT DIRECTION! 
    Glens Falls National Bank & Trust Company is seeking a Wealth Management Operations Specialist.  

    ABOUT THE POSITION 
    In this position with our Wealth Management Operations team, you would be responsible for processing various transactions for Personal Trust, Investment and Retirement Plans accounts while complying with all Company, state, and federal policies and regulations in the function of daily job duties.  Work to support the goals and objectives of the department and Wealth Management group.
     
    Responsibilities
    §      Reconcile house and trust accounts daily; research transaction discrepancies, provide resolution, and communicate findings with customers.
    §      Open/close accounts using various Wealth Management systems; gather and distribute assets for accounts; process deposits, contributions, and loan payments for various account types.
    §      Process enrollment forms, investment elections, and beneficiary forms; create and process mutual fund trade files.
    §      Post dividends and interest to daily valuation retirement plan participants; post fees and process invoices for all trust accounts; maintain accurate tax records for trust account holdings.
    §      Perform routine account maintenance; file documents manually and electronically based on established criteria.
    §      Create new loans for retirement plan participants; assist plan participants/sponsors with online account access.
    §      Participate actively in cross-sell program and make referrals as appropriate.
     
    Qualifications:
    §           Associate’s Degree or equivalent experience required; Bachelor’s Degree preferred
    §           2 to 4 years of experience in Wealth Management Operations preferred         
     
    Skills/Knowledge Requirements: 
    §      Proficient in Microsoft Office Suite:  Word, Excel, Outlook and PowerPoint; ability to master multiple Wealth Management Accounting software products
    §      Demonstrated skills in accounting and mathematics
    §      Solid organizational skills and ability to prioritize multiple tasks/projects to meet daily deadlines
    §      Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
     
    §      Must be available for extended hours during tax season or when workloads require additional time
     
    ABOUT OUR COMPANY 
    We offer a pleasant work environment, career development opportunities, competitive compensation, and an exceptional benefits package. This position works out of our headquarters in Glens Falls, New York. 
    Glens Falls National Bank & Trust Company has been serving the region and helping our neighbors achieve their financial goals since 1851. We are proud to serve as a cornerstone in the community through charitable giving and unmatched volunteerism. We serve Warren, Washington, northern Saratoga, Essex, and Clinton counties through 30 offices. 

    We are an Equal Opportunity Employer. Our employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law.