Wealth Management Operations Specialist

Wealth Management Operations Specialist

Location: Tulsa, Ok

Job Duties:

• Transaction posting, Reconciliations, Statement review, Tax for downloads, Inbox management

Experience Required:

• Transferrable skills, organized, detail oriented

Description:

• Review, interpret, and process account opening documentation to ensure accuracy, completeness, and compliance with established procedures.
• Manage a high-volume workload while effectively balancing competing priorities and meeting daily processing deadlines.
• Assess incoming requests and prioritize work based on changing business needs and account opening requirements.
• Serve as a key point of contact between internal partners, advisors, and external stakeholders to support smooth account onboarding and issue resolution.
• Monitor and manage shared team inboxes, ensuring timely responses and follow-up on account-related requests.
• Utilize Adobe Acrobat and other document management tools to review, edit, and maintain account documentation.
• Analyze trust account information and apply detailed instructions to support accurate account setup and maintenance.
• Deliver exceptional service to internal business partners and external clients through proactive communication and attention to detail.
• Identify opportunities to improve efficiency, maintain compliance standards, and support operational excellence.