- Prepare daily, monthly, quarterly and annual reports accurately within established timelines.
- Accurately process daily transactions and monitor accounts.
- Reconcile and balance cash on a daily basis.
- Reconcile account information across multiple applications and sources.
- Support front end office users.
- Calculate, collect and reconcile fees.
- Plan and implement application updates and upgrades as assigned.
- Prepare regulatory filings as assigned. Must stay current on regulatory changes and put into practice within established timeframes.
- Special projects as assigned. Independently handle a wide variety of situations and assignments that are non-routine.
- Create, document and implement department workflows and procedures as assigned. Workflows must address efficiency, operational excellence and the client experience.
- Train new Wealth associates on Wealth applications as assigned utilizing various types of training formats.
- Oversee tax reporting and filings as assigned, while meeting all government imposed deadlines.
- Accurately set up and maintain asset and account coding in all Wealth applications.
- Oversee the setup and maintenance of the Wealth client portal.
- Oversee the setup of new accounts and the free asset movement process as assigned.
- Monitor daily trade activity to ensure accurate and timely settlement of trades.
- Bachelors degree in accounting, finance, information systems or relevant area preferred; experience will be considered in lieu of education.
- Minimum one year of experience in Wealth Operations area.
- Position requires solid analytical, technical and financial skills. Experience in data base management and system technology is preferred.
- Proven leadership; ability to communicate effectively at all levels and develop rapport and relationships across the enterprise.
- Must maintain current knowledge of industry specific regulations.
- Understanding and strong working knowledge of MS Office products; ability to effectively utilize Bank and Wealth Operating Systems.
-
Marketing Operations Specialist
5 hours ago
BetterLife Madison, United States**_Life is about to get better_** · BetterLife is currently undergoing an exciting period of transformation and rapid growth. We're looking for a Marketing Operations Specialist to expand our marketing team and join us as we take on some exciting new initiatives. We are looking f ...
-
Training for Specialist in Pool Operations
5 days ago
Atlas Dynamics Madison, United StatesAPPRENTICESHIP FOR SPECIALIST IN BATH OPERATIONS (M/F/D) 2023 IN MADISONWhat to expect: · You will be the contact person for guests and supervise the pools · You know the technical systems inside out · Your tasks also include administrative duties · You teach swimming to children ...
-
Lending Operations Specialist
3 weeks ago
Genpact Madison, United StatesWith a startup spirit and 115,000 + curious and courageous minds, we have the expertise to go deep with the worlds biggest brandsand we have fun doing it. Now, we are calling all you rule-breakers and risk-takers who see the world differently and are bold enough to reinvent it. ...
-
Merchandise Operations Specialist
3 weeks ago
Petco Madison, United States**Merchandise Operations Specialist** · Category: Stores · Location: 2780 Heritage Drive, Delafield , WI 53018 · Schedule: Full_time · **Purpose Statement** · Responsible for the efficient execution of merchandising · to ensure consistency with product sets and signage displays ...
-
Engagement Operations Specialist
2 weeks ago
Wisconsin Foundation and Alumni Association Madison, United StatesOverview: · The Wisconsin Foundation and Alumni Association (WFAA)* is the merged organization comprising the University of Wisconsin Foundation and the Wisconsin Alumni Association, whose legal corporate name is registered as the University of Wisconsin Foundation. The WFAA is ...
-
Business Operations Specialist
3 weeks ago
Aprilaire Madison, United StatesOverview: · AprilAire is a growing Madison-based company and an industry leading provider of healthy air solutions. We believe everyone deserves healthy air. You will join a team of professionals who are passionate, customer focused, adaptable, and leading the way for new HVAC t ...
-
Engagement Operations Specialist
3 weeks ago
Wisconsin Foundation and Alumni Association Madison, United StatesOverview: · The Wisconsin Foundation and Alumni Association (WFAA)* is the merged organization comprising the University of Wisconsin Foundation and the Wisconsin Alumni Association, whose legal corporate name is registered as the University of Wisconsin Foundation. The WFAA is ...
-
Operational Excellence Specialist
5 days ago
Ball Corporation Fort Atkinson, United States**Further your career at Ball, a world leader in manufacturing sustainable aluminum packaging. Achieve extraordinary things when you join our team, and make a difference in your professional development, the community, and around the globe**: · **Ball is thrilled to receive Newsw ...
-
Dedicated Network Operations Specialist
5 hours ago
UnitedHealth Group Madison, United StatesAssess and resolve examiners concerns, developing and implementing solutions in varied clinical delivery systems as the first line of support for the Dedicated Network Escalate issues when appropriate to Operations Management and Vendor Management fo Network Operations, Operation ...
-
Dedicated Network Operations Specialist
2 days ago
UnitedHealth Group Madison, United StatesOptum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel ...
-
store operations specialist- customer service
4 weeks ago
Texasashley Madison, United States** STORE OPERATIONS SPECIALIST- CUSTOMER SERVICE** · **Job Category****:** CUSTOMER SERVICE **Requisition Number****:** STORE06131 Showing 1 location **Job Details** · **Description** · **Ashley HomeStore, the #1 Mattress and Furniture retailer in North America, has an immedia ...
-
Clinical Laboratory Qc Specialist I
3 weeks ago
Exact Sciences Corporation Madison, United States**Help us change lives** · At Exact Sciences, we're helping change how the world prevents, detects and guides treatment for cancer. We give patients and clinicians the clarity needed to make confident decisions when they matter most. Join our team to find a purpose-driven career, ...
-
Quality Assurance Manager
2 weeks ago
Fujifilm Madison, United StatesOverview: · The Manager of Quality Assurance will support both the Discovery Research (Research Use Only) and Therapeutic (CGMP) aspects of the Fujifilm Cellular Dynamics, Inc. (FCDI) business. The role supports quality assurance initiatives, ensures implementation of quality sys ...
-
Packaging Specialist
3 weeks ago
Octopi Brewing LLC Madison, United States: · **OCTOPI - Weekend Night Packaging Specialist** · Octopi is looking for a **Weekend Night Packaging Specialist** - Located in Waunakee, WI. Hours are Friday - Sunday, 6PM-6AM. · Total pay includes $20/hr base + a Weekend Night shift premium of $7.75/hr. The base pay for this ...
-
Medical Device Specialist
1 week ago
Mallinckrodt Madison, United StatesJob Title · Medical Device Specialist · Requisition · JR Medical Device Specialist (Open) · Location · CC-Madison - USA503 · Additional Locations · Madison, WI · **Job Description**: · The Medical Device Specialist will be involved in testing medical device assemblies, final prod ...
-
Remote Pilot Operator at Msn
3 weeks ago
SAIC Madison, United StatesJob ID: · **Location**:MADISON, WI, US · **Date Posted**: · **Category**:Information Technology · **Subcategory**:Computer Operator · **Schedule**:Casual (includes On Call and Temporary) · **Shift**:Day Job · **Travel**:No · **Minimum Clearance Required**:None · **Clearance Lev ...
-
Ecmo Coordinator
2 weeks ago
UW Health Madison, United States**Work Schedule**: · 90% FTE, 36 hours/week. 8, 10 or 12-hour day/evening shifts. Weekend rotation required. Hours may vary based on the operational needs of department. · **Be part of something remarkable** · Join the #1 hospital in Wisconsin · We are seeking an **ECMO Coordinat ...
-
Cryo
2 weeks ago
University of Wisconsin–Madison Madison, United States**Job Summary**: · As a team member, along with other center scientists, the Cryo-EM research specialist, will be responsible for training new center users on sample preparation and instrument operations; operating instruments on behalf of users; and representing the centers with ...
-
Clinical Lab Technician
3 weeks ago
SSM Health Madison, United States**It's more than a career, it's a calling.** · WI-SSM Health Dean Medical Group 1821 S Stoughton Rd · **Worker Type**: · PRN · **Job Summary**: · Under general direction, interprets and reports test results. Performs routine and complex technical laboratory analyses using establi ...
-
Administrative Support Specialist
1 week ago
Barnes, Inc. Madison, United StatesAre you ready to be part of a dynamic team at Barnes, Inc., a 100% employee-owned landscape and snow removal company that is dedicated to delivering exceptional service to our clients? We are on the lookout for a highly organized and detail-oriented Administrative Support Special ...
Wealth Operations Specialist - Madison, United States - Johnson Financial Group LLC
Description
Overview:
The Wealth Operations Specialist is a senior member of the Wealth Operations team with extensive application knowledge and industry expertise. The primary responsibility of a Wealth Operations Specialist is to support Wealth accounting systems and applications, while striving for operational excellence and an improved customer experience. This role may include responsibility for application upgrades, management reporting projects, compliance filings, the oversight of tax-related filings and trade activity monitoring.
Hybrid work schedule - 3 days in office, 2 days remote
Key Responsibilities
Required Experience