Wealth Operations Assistant I jobs in United States
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Stride Bank, N.A. · 3 weeks ago

Wealth Operations Assistant I

positionOklahoma City, OK
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Stride Bank Na is seeking a Wealth Operations Assistant I to assist with various administrative and operational tasks within the Wealth Management department. The role focuses on ensuring smooth processing of client transactions and maintaining accurate record-keeping while providing backup support when needed.

BankingFinancial ServicesPayments

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

Qualification

Trust software proficiencyFinancial services experienceCommunication skillsAttention to detailOrganizational skillsConfidentiality

Required

High School Diploma, or equivalent
Excellent communication skills, both verbal and written
Strong attention to detail and organization skills
Honesty and respect for confidential information

Preferred

1-2 years' related experience as a trust assistant, or similar financial services position

Company

Stride Bank, N.A.

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Founded in 1913 and headquartered in Oklahoma, Stride Bank, N.A. is a full-service financial institution managing over $4 billion in assets.
dateFounded in 1913
location
Enid, Oklahoma, USA
people-size201-500 employees
web-link
https://stridebank.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Micheal Carr
Chief Technology Officer
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Rance Pappan
EVP, Chief Financial Officer
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