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Senior Financial Operations Specialist

Wealth and Asset Management, Finance and Accounting

Johnston, Rhode Island

Req. Number: 225709

Full/Part Time: F

Shift: 1st Shift

Description

Clarfeld|Citizens Private Wealth headquartered in Westchester, New York, with 13 regional offices across the country, is a leading wealth management firm. For more than three decades Clarfeld’s team of CFAs, CPAs, attorneys and CFP®s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, compliance and governmental representation capabilities; and highly personalized concierge family office services. Clarfeld offers innovative solutions crafted for the sophisticated needs of high-net-worth individuals, families and foundations and has cultivated long-lasting client relationships through multiple market cycles. Clarfeld presently manages and advises on over $17 Billion in assets; offering a wide scope of services, expertise and research, while intimately focusing on each client’s unique circumstances.

The Senior Trust Operations Specialist will be responsible for performing various functions within the Middle Office Financial Group. Tasksinclude, but are not limited to, processing incoming and outgoing wires and checks, recording all money movements and processing stop payments, bill payments and closing account disbursements. The successful candidate will create and review reports and monitor work queues to identify responsibilities and track them to completion. Additional tasks may include fee schedule set-ups and maintenance and fee collection activities to increase coverage within the department. Ad-hoc management requests to complete cash and position reconciliations and regulatory reporting can also be expected.  

The candidate must be detail-oriented, work with a high degree of accuracy and possess research and problem resolution skills.  He/She must also be capable of managing tasks within established deadlines and in accordance with departmental policies and procedures.

Primary responsibilities include:

  • Review account postings throughout the day to ensure execution of client requests booked to the Trust Accounting system
  • Confirm all incoming wires and checks are credited to appropriate accounts
  • Execute operational settlement wires and international wires
  • Process all deposit wires and rebates
  • Monitor all outgoing wires to ensure all are processed
  • Process stop payments and bill payments
  • Process closing account disbursements
  • Research, analyze and verify money movements and make any necessary adjustments to customer accounts
  • Handle discrepancies and customer inquiries in an accurate and timely manner
  • Prepare client materials in an accurate, complete and professional manner
  • Provide coverage for other operational staff during peak times and vacation

Qualifications

Required Skills/Experience:

  • Bachelor’s degree
  • 2+ years securities operations experience
  • Strong research and problem solving skills
  • Ability to identify issues and drive for resolution
  • Understanding of the importance of data accuracy and attention to detail
  • Strong organizational, time management and prioritization skills
  • Ability to perform responsibilities accurately and independently in a fast-paced multi-task environment
  • Flexible team player
  • Strong interpersonal, verbal and written communication skills
  • Strong computer skills - Excel, Word, Outlook, etc.

Preferred Skills/Experience:

  • Experience providing operational support for Trust/investment accounts for high net worth clients in a Private Bank
  • Experience using the InnoTrust accounting platform

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

View Benefits

Awards We've Received

2022

Human Rights Campaign Best Places to Work for LGBTQ Equality

2021

Dave Thomas Foundation Best Adoption-friendly Workplace

2021

DiversityInc
Noteworthy Company for Diversity

2021

Military Friendly Employer

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