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Wealth Management Operations Specialist/Accounts and Quality Control
Purpose of Position:  This position is responsible for handling all aspects of account transfers/updates and maintaining data integrity with the FIS system database for accounts, securities, and transaction activity, ensuring excellence in execution and the highest level of service for clients and coworkers. Essential Functions: Perform assigned account transactions on Bank systems and/or post activity from external systems, ensuring that account activity is reflected accurately and that balances between Bank and external systems are aligned As necessary, reconcile accounts on a monthly and/or quarterly basis; research and resolve differences as appropriate Review assigned reports and take action on problematic issu


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