The Wealth Operations Assistant I is responsible for assisting with a variety of administrative and operational tasks, ensuring smooth processing of client transactions and accurate record-keeping. This position will provide back-up coverage and support within the Wealth Management department when needed.
PRINCIPAL DUTIES AND 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.
Qualifications
EDUCATION AND/OR EXPERIENCE
- High School Diploma, or equivalent, required.
- 1-2 years’ related experience as a trust assistant, or similar financial services position, preferred.
KNOWLEDGE, SKILLS, AND ABILITIES
- Excellent communication skills, both verbal and written.
- Strong attention to detail and organization skills.
- Honesty and respect for confidential information.
Skills Required
- High School Diploma or equivalent
- 1-2 years related experience as a trust assistant or similar financial services position
- Excellent verbal and written communication skills
- Strong attention to detail and organization skills
- Honesty and respect for confidential information
What We Do
Founded in 1913, Stride Bank is an Oklahoma-based financial institution with over $3 billion in assets. It provides a comprehensive suite of banking services, including commercial and industrial loans, home loans, commercial real estate, and healthcare banking. The bank operates multiple branches throughout Oklahoma, offering personalized financial solutions to both individual and business clients while maintaining a strong commitment to innovation and professional growth.
