Job ID: 9824
Location: Tulsa, Oklahoma
Category: Administrative
Employment Type: Contract

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Job Description

WMS Business Coordinator II

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