Wealth Operations Associate

Posted 8 Days Ago
Be an Early Applicant
Jefferson City, MO
In-Office
Entry level
Fintech • Software • Financial Services
The Role
The Wealth Operations Associate processes account transfers, money market transactions, mutual fund and stock trades, and maintains unique assets, while collaborating with team members and maintaining accuracy.
Summary Generated by Built In
Job Summary & Responsibilities

Job Description: 

The Asset Movement Associate of Wealth Operations is a full-time position with Central Trust Company to assist in the day-to-day security processing of the Wealth Operations team. The ideal candidate for this position will perform a wide range of operational support duties and will interact with other Central Trust Company personnel to efficiently support the asset movement area of the operations department. The position will report directly to the Operations Manager.


Duties: 

 • Process account transfers including but not limited to cost basis updates, tracking and research.

• Process money market transactions including trades, balancing and reconciliation.

• Process mutual fund, stock and bond transactions including trade settlement, dividend posting, balancing, reconciliation and exception posting.

• Process income posting for mutual fund, stock and bond positions, and unique assets.

• Process mutual fund, stock and bond set up and pricing.

• Maintain and update unique assets held in department vault.

• Assist Maintenance team in processing including but not limited to new and closed accounts, maintenance and fees



Preferred Qualifications

Required Qualifications

• High School Diploma or GED Certificate required, experience in finance, business or accounting preferred.

• Willingness to grow within the department such as cross training other desks and duties.

• Ability to organize, prioritize and meet deadlines.

• Ability to collaborate and maintain effective working relationships with colleagues, Trust Company locations and holding company employees.

• Accuracy and meticulous attention to detail required

• Excellent verbal, written, and interpersonal communication skills

• Ability to work independently.

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Jefferson City, Missouri
2,779 Employees
Year Founded: 1902

What We Do

Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states. Central Bank specializes in community banking, with a particular focus on delivering leading-edge technology through its network of more than 150 facilities operating in Missouri, Kansas, Illinois, Colorado, Iowa, Tennessee, North Carolina, Florida, and Oklahoma, as well as more than 22,000 ATMs nationwide. Member FDIC.

"Strong Roots. Endless Possibilities."​ reflects our long-standing commitment to the communities we serve, as well as our commitment to delivering high-quality, leading-edge financial products and services that help our customers and communities grow and succeed. As our product and service offerings continue to expand, we assure you that our commitment to the community will only grow stronger. All of our lending decisions are made locally in the community you live.

Equal Opportunity Employer–minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.

Similar Jobs

Circle Logo Circle

Senior Site Reliability Engineer

Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
In-Office
Kansas City, MO, USA
980 Employees
148K-195K Annually
Hybrid
Saint Louis, MO, USA
213000 Employees

Wells Fargo Logo Wells Fargo

Supervisory Control Specialist

Fintech • Financial Services
Hybrid
3 Locations
213000 Employees
77K-133K Annually

Wells Fargo Logo Wells Fargo

Supervisory Control Specialist

Fintech • Financial Services
Hybrid
3 Locations
213000 Employees
77K-133K Annually

Similar Companies Hiring

PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account