Investment Support Services Supervisor jobs in United States
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Fulton Bank · 13 hours ago

Investment Support Services Supervisor

Fulton Bank is committed to making a positive impact in local communities through its dedicated workforce. The Investment Support Services Supervisor is responsible for managing a sub-team within the Securities Processing and Accounting functions, ensuring efficient operations and guiding staff in executing support services processing functions.

BankingFinancial Services
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Responsibilities

Ensure efficient and effective operation of a sub-team within the support services group
Maintain a thorough understanding of securities processing and trading, including stocks, bonds, mutual funds, common trust funds, corporate actions, and related areas. Understand asset transfer processes within the asset management business, particularly in Wealth. Apply knowledge of banking and securities regulations relevant to the trust industry
Review existing policies and procedures; recommend improvements and oversee implementation and maintenance of approved changes
Manage day-to-day operations of the sub-team, ensuring prompt and accurate processing of securities and accounting functions
Allocate workload, establish work schedules and performance standards, and ensure staff understand their responsibilities. Ensure adequate staffing levels and proper training for team members
Guide and advise employees on complex tasks and processes
Make recommendations regarding employment decisions, including performance ratings, salary adjustments, promotions, transfers, and terminations
Coordinate and manage special projects and workflow process improvements

Qualification

Securities processingInvestment operationsTeam managementInvestment management systemsCompliance knowledge

Required

High School Diploma or equivalent
5 or more years experience completing essential functions and processes needed to support front, middle and back office of wealth management operations
1 or more years managing team of investment services support personnel
Knowledge of core investment operations functions (eg, asset transfer, cash management, trade settlement)

Preferred

Bachelor's Degree or the equivalent experience. Specialty business
Working knowledge of key investment management systems (eg, trust accounting, trading, reporting)

Benefits

Medical plans with prescription drug coverage
Flexible spending account or health savings account depending on the medical plan chosen
Dental and vision insurance
Life insurance
401(k) program with employer match and Employee Stock Purchase Plan
Paid time off programs including holiday pay and paid volunteer time
Disability insurance coverage
Maternity and parental leave
Adoption assistance
Educational assistance
A robust wellness program with financial incentives

Company

Fulton Bank

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Fulton Bank strive to have a better understanding of your financial goals, are a full-service commercial bank operating 250 branches.

Funding

Current Stage
Late Stage

Leadership Team

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Mark DeGrandpre
VP, of Life Sciences and Technology
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Atul Malhotra
Chief Risk Officer (CRO)
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Company data provided by crunchbase