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Wealth Management Operations Analyst
| Department: | Wealth Services |
| Location: | Phoenix, AZ |
First International Bank and Trust is a full-service, family-owned, independent community banking serving communities across North Dakota, South Dakota, Minnesota, and Arizona. The FIBT Wealth Management Team in Arizona is growing. We seek a dedicated person to join our team and be a key contributor in the Camelback Branch office. Are you the right person? If so, we would love to hear from you!
In Office Position
Key Responsibilities:
- Manages the operational workflow for the assigned market
- Completes daily duties such as receiving and verifying money movement reconciliation reports, reconciles internal fiduciary accounts, generates reports for assigned market and distributes to appropriate account officer
- Opens and closes new accounts on the system of record
- Manages asset transfers and documents receipt of assets
- Serves as the main point of contact and control point for the Wealth Management Asset Vault
- Processes invoices for management as directed
- Proactively reviews, analyzes, recommends and educates on operational efficiencies for current processes, and ensure conformance to standard procedures and practices.
- Coordinates contingency planning by ensuring all team members are fully aware, capable and have access to each other’s responsibilities in the event workflow transfer is necessary
- Attends periodic training and exchange of ideas forums.
- May directly manage or lead more junior operations staff
Qualifications:
- A bachelor's degree in accounting, business administration, economics or finance is preferred.
- Minimum of five years of operations experience within a wealth management/trust, registered investment advisor, broker/dealer working environment is preferred.
- CSOP, CTOP®, ATOP or CTFA certification considered a plus.
- Understanding of securities processing and trust accounting considered a plus.
- Local market experience is preferred.
We show our employees we care by providing competitive benefits and training and growth opportunities. Here are the things we offer within our full-time benefits package:
- Health, Dental & Vision
- 401K Retirement Plan with Employer Match
- Paid Parental Leave
- Life and Disability Insurance
- Generous PTO and Holiday pay
If you are interested in learning more, you can apply or if you have questions before applying you can reach out directly at TalentAcquisition@FIBT.com.
Equal Opportunity Employer