Job Description
Location: Tulsa, OK
Description
Assist the Wealth Management Dedicated Service Team with the following:
- Statement ordering, research and corrections
- Adjustment of units and tax lots as needed
- Corrective entries as needed on system
- Moving assets between accounts
- Support of Custody line of business
- QC of online access process
Experience required:
- Prior knowledge of working with investment accounts is desired
- Strong excel skills with macro experience is a plus
- Strong data entry and multi-taking skills