Wealth Management %26 Investment Services Representative

US Bank Saint Louis , MO 63150

Posted 1 week ago

Work directly with Industry Leading Investment Managers. Monitor and process daily trade activity for both internal and external clients consistent with U.S. Bank policies. Maintain high levels of customer expectations with your assigned clients.

Responsible for operational support and processing for various types of security trades including alternative investments, and/or domestic debt and equity securities, derivatives and mutual funds. Researches failed trades to ensure timely delivery or receipt of trade. Supports internal operational teams with knowledge of trade activity, failed trades, and overdraft situations. Follows strict internal guidelines to mitigate processing errors, and trade order errors as these may result in a monetary risk and/or reputation risk to the bank.

Basic Qualifications

  • Bachelor's degree in accounting or finance, or equivalent work experience

  • Two to three years of experience in banking/securities industry

Preferred Skills/Experience

  • Thorough knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s)

  • Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic work environment

  • Strong analytical, problem-solving, decision-making, and organizational skills

  • Strong customer service skills, interpersonal, verbal and written communication skills

  • Must be able to work in a team environment

  • Thorough understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients

  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications such as Word, Excel and PowerPoint

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Wealth Management %26 Investment Services Representative

US Bank