Talent.com
BankPlus
Wealth & Fiduciary Operations Associate II - Jackson, MSBankPlus • Jackson, MS, United States
Wealth & Fiduciary Operations Associate II - Jackson, MS

Wealth & Fiduciary Operations Associate II - Jackson, MS

BankPlus • Jackson, MS, United States
1 day ago
Job type
  • Full-time
Job description

BankPlus Job Opportunity

At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing team committed to fulfilling promises, building lasting relationships, and making dreams come true. All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.

General Position Scope:

Responsibilities focus on the accurate, timely, and efficient implementation of accounting and maintenance for the trust accounts held by the Wealth Management Group. This includes handling the daily cash needs and transactions for clients and reconciling system with various custodians. Main duties include account opening and closing and transfer of assets.

Duties and Responsibilities:

  • Daily processing of customer activity: posting deposits and withdrawals (scheduled/ ad-hoc) and tax payments as needed.
  • Daily processing of securities activity: income posting, reinvestments, trade settlement, short term redemption fees and maturities.
  • Work with administrator and administrator assistants in new account set up, transfer of assets, correct fee setup and other daily activity.
  • New asset setup electronically and manually via Bloomberg with oversight from investments staff.
  • Reconciliation of departmental checking account, various custodian accounts, safekeeping items and shadow accounting as needed.
  • Maintain/administer internet database for customer's online account access.
  • Backup Fiduciary Operations Officers as needed.
  • Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank's standard of conduct.
  • Participates in the bank's High-Performance Rewards Connections program.
  • Makes referrals to the Mortgage Center
  • Performs special projects and other duties as requested by Fiduciary Operations Manager.

Position Requirements:

  • Bachelor's Degree recommended
  • 1 - 3 years of similar or related experience; preferred area of study in Banking or Trust Administration
  • Direct dealings primarily with internal customers, as needed
  • General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
  • Excellent verbal and written communication skills
  • Extensive reading as needed
  • Work outside of regular business hours, as deemed necessary
  • Ability to make difficult decisions and handle multiple tasks with daily deadlines

BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Create a job alert for this search

Wealth & Fiduciary Operations Associate II - Jackson, MS • Jackson, MS, United States

Similar jobs

Medicare Sales Field Agent - Jackson, MS

HumanaJackson, MS, United States
Full-time

Become a part of our caring community and help us put health first.Are you passionate about the Medicare population, looking for an opportunity to work in sales, and wanting the ability to directly... Show more

 • Promoted

Specialist, Health Plan Provider Engagement (Remote in MS)

Molina HealthcareJackson, MS, United States
Remote
Full-time

Provides support for implementation of health plan provider engagement strategies and activities to drive necessary quality and risk adjustment outcomes.Uses a consultative approach, emphasizing ph... Show more

 • Promoted

Wastewater Operations Manager - Jackson, MS

JacobsJackson, MS, United States
Full-time

At Jacobs, we challenge what is currently accepted, so we can shape innovative and lasting solutions for tomorrow.Through the delivery of our operations and maintenance services, you'll make it sim... Show more

 • Promoted

Corporate Banking Portfolio Manager II - Jackson, MS

BankPlusJackson, MS, United States
Full-time

Corporate Banking Portfolio Manager II.At BankPlus, we strive to add value for our employees, customers and shareholders.We are a high-performing team committed to fulfilling promises, building las... Show more

 • Promoted • New!

Patient Access Representative - Internal Agency - Jackson

Franciscan Missionaries of Our Lady Health SystemJackson, MS, United States
Full-time

The Patient Access Representative facilitates a welcome and easy access to the facility and is responsible for establishing an encounter for any patient who meets the guidelines for hospital servic... Show more

 • Promoted

Warehouse Associate - Jackson, MS

Letter Ride LLCJackson, MS, United States
Full-time

Warehouse AssociatesWe are currently hiring for Warehouse Associates in the Jackson, MS area! If you're looking for a fast-paced working environment with potential advancement possibilities, then w... Show more

 • Promoted

Sales Associate (Full-Time) - Meadowbrook, Jackson, MS

DTLRJackson, MS, United States
Full-time

We are looking for dedicated employees to join our team to help our customers have the best experience possible every time they enter a DTLR store.Our employees are key to our success.The Full-Time... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Jackson, MS

ChaseJackson, MS, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Relationship Banker II - Float

TrustmarkJackson, MS, United States
Permanent

Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, lo... Show more

 • Promoted

Sales Associate - Jackson, MS - Endoscopy

StrykerJackson, MS, United States
Full-time

Job Opportunity In Jackson, Mississippi.Works directly with a Sales Representative to help aid with the planning, directing and coordination of the selling, marketing and promotion of Stryker produ... Show more

 • Promoted

Director of Nursing

Executive Home CareJackson, MS, United States
Full-time

Executive Home Care of Jackson is seeking a dynamic, compassionate, and experienced Director of Nursing (DON) to lead our clinical team.As the DON, you will be the heart of our clinical operations,... Show more

 • Promoted

Relationship Banker - Downtown Jackson - Jackson, MS

JPMorganChaseJackson, MS, United States
Full-time

JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by d... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Jackson, MS

JPMorgan ChaseJackson, MS, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

MS Jackson: Help solve America's pollution problem.

Citizens Climate LobbyJackson, MS, United States
Full-time

Volunteer working on the environment and climate change with our grassroots climate group!CCL volunteers work with their community and members of Congress on climate change solutions.We are organiz... Show more

 • Promoted

Voya Financial Advisor Jackson MS

Voya Financial AdvisorsJackson, MS, United States
Full-time

Voya Financial Jackson Ms Financial Advisor 403(b)/457(b) Retirement Professional.Jackson area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retir... Show more

 • Promoted

CSR I - Policy Services

Virginia Farm BureauJackson, MS, United States
Full-time

CSR I - Policy ServicesJob Category:Poly ServicesRequisition Number:CSRIP001957Full-TimeOn-siteHourly Range:$17.USDLocation:Jackson, MS 39211, USADescriptionEssential Functions:Provides quality cus... Show more

 • Promoted

Associate Director of Population Health and Cancer Control

ConfidentialJackson, MS, United States
Full-time

Associate Director of Population Health and Cancer Control role.The Associate Director will provide strategic vision and leadership for population health and cancer control initiatives, with the ai... Show more

Wealth Advisor

Waverly Advisors, LLCJackson, MS, United States
Full-time

Waverly Advisors' primary goal is to serve our clients, one another, and our communities.We aren't your typical wealth management firm.Our intense client focus is at the center of everything we do.... Show more

 • Promoted

Family Practice Job Near Jackson, MS

Atlantic MEDsearchJackson, MS, United States
Full-time

Well-established multi-specialty group is seeking a Family Practitioner to join them.Work alongside 3 primary care doctors, 1 Ob/Gyn, and 1 Nurse Practitioner.Outpatient only, Hospitalists are avai... Show more

 • Promoted

Property Claims Field Adjuster Jackson, MS

CENCO ClaimsJackson, MS, United States
Full-time

Property Claims Field AdjusterCENCO Claims continues to grow its daily claims presence in the Jackson, Mississippi area and is currently looking for a Property Claims Field Adjuster to support resi... Show more