Wealth Services Specialist II - Military Veterans
at Huntington National Bank
Description
Summary:
The Wealth Services Specialist provides exceptional administrative support for the Huntington Private Bank front-office team.
Duties & Responsibilities:
- Verify documents for consistency, accuracy, and completeness prior to processing
- Review file documentation to ensure it is up to date, accurate and in good order for processing
- Responsible for electronic file retention in accordance with Wealth Services standards.
- Work closely with colleagues to ensure timely processing
- Respond to routine/complex incoming inquiries by email or telephone
- Resolves complex issues relating to the trust accounting system
- Responsible for daily reconciliation and identifying out of balance issues
- Participates in cross-training on multiple Wealth Services functions
- Creates job aids and assists with procedure reviews
- Assists in the training of new Wealth Services colleagues
- Maintain knowledge of all products, services, technology and policies
- Performs other duties as assigned
#privatebank
Basic Qualifications:
- 1-3 years of experience with previous financial firm or accounting
- Bachelor's degree
Preferred Qualifications:
- Experience with various account types i.e. trusts, estates, IRAs, etc
- Experience with various assets, i.e. stocks, bonds, mutual funds, etc
- Experience/knowledge of regulatory and compliance requirements
- Experience with complex problem resolution
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Workplace Type:
OfficeHuntington is an equal opportunity and affirmative action employer and is committed to providing equal employment opportunities for all regardless of race, color, religion, sex, national origin, age, disability, sexual orientation, veteran status, gender identity and expression, genetic information, or any other basis protected by local, state, or federal law.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Agency Statement: Huntington does not accept solicitation from Third Party Recruiters for any position
This employer will not sponsor applicants for the following work visas: F-1 student, H-1B worker, O-1 worker, TN worker, E-3 worker. Applicants must be currently authorized to work in the United States on a full-time basis.
MI
We at Huntington are committed to doing the right thing for our customers, colleagues, shareholders and communities. We excel by:
- Providing competitive products and services and delivering a superior customer experience, always striving to earn the trust of our customers.
- Delivering long-term shareholder value through top-tier performance, while maintaining an aggregate moderate-to-low risk appetite and well-capitalized position.
- Equipping our colleagues to be the best at looking out for our customers, continuously improving our workplace and ensuring Huntington’s ongoing success.
- Contributing to the economic strength of our local communities by investing in business growth, partnering and volunteering to make a difference where we live and work.