The Wealth Operations Assistant I is responsible for assisting with a variety of administrative and ... Updates market values and cost basis information in trust software system per monthly, quarterly ...
The Wealth Operations Assistant I is responsible for assisting with a variety of administrative and ... Updates market values and cost basis information in trust software system per monthly, quarterly ...
Operations Intern (Sumer 2027)
Oklahoma City, OK · On-site
$14.25 - $18.50/hr
Job Functions: * Assist with managing projects, programs, and test rollouts to the field ... Ability to build and nurture relationships with key stakeholders, fostering collaboration and trust.
Operations Intern (Sumer 2027)
Oklahoma City, OK · On-site
$14.25 - $18.50/hr
Job Functions: * Assist with managing projects, programs, and test rollouts to the field ... Ability to build and nurture relationships with key stakeholders, fostering collaboration and trust.
Operations Intern (Sumer 2027)
Oklahoma City, OK · On-site
$14.25 - $18.50/hr
Job Functions: * Assist with managing projects, programs, and test rollouts to the field ... Ability to build and nurture relationships with key stakeholders, fostering collaboration and trust.
Operations Intern (Sumer 2027)
Oklahoma City, OK · On-site
$14.25 - $18.50/hr
Job Functions: * Assist with managing projects, programs, and test rollouts to the field ... Ability to build and nurture relationships with key stakeholders, fostering collaboration and trust.
Operations Intern (Sumer 2027)
Oklahoma City, OK · On-site
$14.25 - $18.50/hr
Job Functions: * Assist with managing projects, programs, and test rollouts to the field ... Ability to build and nurture relationships with key stakeholders, fostering collaboration and trust.
Operations Intern (Sumer 2027)
Oklahoma City, OK · On-site
$14.25 - $18.50/hr
Job Functions: * Assist with managing projects, programs, and test rollouts to the field ... Ability to build and nurture relationships with key stakeholders, fostering collaboration and trust.
Operations Specialist
Oklahoma City, OK · On-site
$74K/yr
This position is under the direction of the Transit Operations Assistant Manager. The Operations ... Service Reliability: Improve system reliability and customer trust by maintaining 85% ontime ...
Operations Specialist
Oklahoma City, OK · On-site
$74K/yr
This position is under the direction of the Transit Operations Assistant Manager. The Operations ... Service Reliability: Improve system reliability and customer trust by maintaining 85% ontime ...
Administrative Assistant
$18/hr
Medical
Dental
Vision
Life
Retirement
PTO
... operational excellence needed to shape what comes next. Our work is grounded in a simple belief ... We believe great careers are built in environments where people are trusted, challenged, and given ...
Administrative Assistant
$18/hr
Medical
Dental
Vision
Life
Retirement
PTO
... operational excellence needed to shape what comes next. Our work is grounded in a simple belief ... We believe great careers are built in environments where people are trusted, challenged, and given ...
Administrative Assistant
$18/hr
Medical
Dental
Vision
Life
Retirement
PTO
... operational excellence needed to shape what comes next. Our work is grounded in a simple belief ... We believe great careers are built in environments where people are trusted, challenged, and given ...
Administrative Assistant
$18/hr
Medical
Dental
Vision
Life
Retirement
PTO
... operational excellence needed to shape what comes next. Our work is grounded in a simple belief ... We believe great careers are built in environments where people are trusted, challenged, and given ...
Assistant Manager - FT 8051
Oklahoma City, OK · On-site
The Assistant Manager supports the Store Manager in leading day-to-day operations, ensuring the ... and trust. * Recommend additional services based on manufacturer guidelines and vehicle needs ...
Assistant Manager - FT 8051
Oklahoma City, OK · On-site
The Assistant Manager supports the Store Manager in leading day-to-day operations, ensuring the ... and trust. * Recommend additional services based on manufacturer guidelines and vehicle needs ...
IW Senior Account Manager
Retirement
... and Trust Operations personnel relating to those issues. The Client Account Manager analyzes ... You will assist with analysis and preparation for client investment review meetings, including ...
New
IW Senior Account Manager
Retirement
... and Trust Operations personnel relating to those issues. The Client Account Manager analyzes ... You will assist with analysis and preparation for client investment review meetings, including ...
New
Assistant Manager - FT 8051
Oklahoma City, OK · On-site
The Assistant Manager supports the Store Manager in leading day-to-day operations, ensuring the ... and trust. * Recommend additional services based on manufacturer guidelines and vehicle needs ...
Assistant Manager - FT 8051
Oklahoma City, OK · On-site
The Assistant Manager supports the Store Manager in leading day-to-day operations, ensuring the ... and trust. * Recommend additional services based on manufacturer guidelines and vehicle needs ...
Assistant Manager Operations
Edmond, OK · On-site
$20 - $25.75/hr
... Assistant Manager manages overall store operations and the achievement of company goals and ... And trust will require us to be honest, reliable, caring, of high character and of unquestioned ...
Assistant Manager Operations
Edmond, OK · On-site
$20 - $25.75/hr
... Assistant Manager manages overall store operations and the achievement of company goals and ... And trust will require us to be honest, reliable, caring, of high character and of unquestioned ...
Operations Associate
Chickasha, OK · On-site
About Us The First National Bank & Trust Company is a leading financial institution with corporate ... Process chargebacks, recoveries, and transaction adjustments * Assist customers and bank staff with ...
Operations Associate
Chickasha, OK · On-site
About Us The First National Bank & Trust Company is a leading financial institution with corporate ... Process chargebacks, recoveries, and transaction adjustments * Assist customers and bank staff with ...
Operations Manager
Jenks, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Jenks, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Shawnee, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Shawnee, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Bixby, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Bixby, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Broken Arrow, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Broken Arrow, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Henryetta, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Henryetta, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Sapulpa, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Sapulpa, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Muskogee, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Muskogee, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Tulsa, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Operations Manager
Tulsa, OK · On-site
... * Assist in developing a culture of high trust, clear metrics, leading indicators, ownership, and accountability. * Assist with aligning objectives within each function to achieve the business ...
Trust Operations Assistant information
See Oklahoma salary details
$4.89 - $6.33
0% of jobs
$6.33 - $7.76
0% of jobs
$7.76 - $9.19
0% of jobs
$9.19 - $10.63
0% of jobs
$10.63 - $12.06
0% of jobs
$12.06 - $13.50
20% of jobs
$13.84 is the 25th percentile. Wages below this are outliers.
$13.50 - $14.93
23% of jobs
The median wage is $15.91 / hr.
$14.93 - $16.37
11% of jobs
$16.37 - $17.80
20% of jobs
$17.94 is the 75th percentile. Wages above this are outliers.
$17.80 - $19.24
19% of jobs
$19.24 - $20.67
8% of jobs
$4
$16
$20
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Full-time
Posted 5 days ago
Job description
The Wealth Operations Assistant I is responsible for assisting with a variety of administrative and operational tasks, ensuring smooth processing of client transactions and accurate record-keeping. This position will provide back-up coverage and support within the Wealth Management department when needed.
PRINCIPAL DUTIES AND RESPONSIBILITIES
- Assists with processing of wires, distributions, deposits, and check printing to ensure timely and accurate client transactions.
- Updates market values and cost basis information in trust software system per monthly, quarterly and annual schedules.
- Inputs and updates client information in trust software system, maintaining up-to-date records and ensuring data integrity.
- Processes ACH transactions for trust clients, both incoming and outgoing, per their request.
- Reconcile daily trade settlements and cash transactions for mutual fund, stocks, and dividends received.
- Balance daily transactions, incoming and outgoing, at the end of each day.
- Performs other duties as assigned.
EDUCATION AND/OR EXPERIENCE
- High School Diploma, or equivalent, required.
- 1-2 years' related experience as a trust assistant, or similar financial services position, preferred.
KNOWLEDGE, SKILLS, AND ABILITIES
- Excellent communication skills, both verbal and written.
- Strong attention to detail and organization skills.
- Honesty and respect for confidential information.