Operations Specialist (PA, Pittsburgh )

June 7, 2022

Job Location: Pittsburgh, PA

Job Summary:

The Operations Specialist is a member of the Wealth Management Services Group and supports financial advisors and asset managers on our broker, advisory and trust platforms


May assist in training newly hired associates
Perform back-office functions such as data entry on both the brokerage and trust platforms
Review and establish new accounts in accordance with policies and procedures
Provide timely and accurate account maintenance
Respond to client requests promptly and accurately
Process account and asset transfer requests along with resolving issues
Assist with client on-boarding i.e., opening new accounts and submitting transfers
Review and update procedures for all tasks performed on a regular basis
Work collaboratively with associates, advisors, managers and end-clients
Perform other duties as assigned

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