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PCS Operations Specialist III

Job Description
The Private Client Services (PCS) Operations Specialist III processes and records a wide variety of transactions relating to investment management cash and asset flow among various accounts according to applicable policies and procedures.Job Requirements
• Leads activities of a section of operations area as needed, coordinating assignments, prioritizing work flow and acting as an information resource.
• Checks system for current or pending transactions to be processed and recorded.
• Ensures that transactions are confirmed and entered in system, according to established policies and procedures for each type of transaction.
• Resolves problems with transactions by communicating directly with internal financial advisory and investment management areas and with third party advisors and investment companies.
• Prepares detailed information and reports on transactions and accounts as needed.
• Ensures alternative ways to improve processes and procedures and identifies recurring problems and issues and communicates them to supervisor for possible procedure changes; provides input to department policy and procedure development.
• Coordinates special projects and assignments as needed, such as semiannual audit check of vault.

Preferred Qualifications:
• Experience in IRA Rules
• Experience in ERISA rules
• Experience with filing Tax forms with States including Witholding, Returns, 1099R, W2, etc.
• Reconciliation background
• High School Diploma or GED.
• 3-5 years related experience required.
• In-depth knowledge of accounting entries and procedures.
• Strong knowledge of trust operations processes.
• Strong arithmetic skills.
• Strong organizational skills.
• Time management skills.
• Attention to detail.
• Interpersonal skills.
• Communication skills, both verbal and written.
• PC skills.