Custody Specialist: Wealth, Corporate, Investment, Commercial Institutional Banking Operations (WCIBO)
Responsible for the operational support and processing of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. Accountable for setting up securities, general account and asset level maintenance with some level of supervision. Responsibilities have various levels of risk correlating to the type and size of account or product. Effectively and accurately coordinate, manage and complete multiple duties and assignments concurrently and within acceptable timelines. Understands and achieves established Service Level Agreements.
Your journey starts now
U.S. Bank is hiring multiple roles as a Part Time Custody Operations Specialist to support our Operations groups.
Some responsibilities include:
- Understanding and working through policies and procedures
- Data entry
- Projects
- Assisting team members with additional tasks
Schedule: Part Time: Monday-Friday hours are flexible but must be between 8am-6pm CT. You will work a minimum of 15 hours and a maximum of 19 hours per week with 4 hours minimum per day.
Location: This role is located in Tempe, AZ and has a 2-3 days per week in office requirement
Qualifications
- Associate's degree, or equivalent work experience OR
- High school diploma or equivalent and two or more years of relevant experience
Skills/Experience
- Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
- Ability to quickly learn custody operational functions, systems, procedures, various products and/or services, for assigned area(s)
- Ability to multitask and meet established deadlines in a dynamic work environment
- Demonstrated analytical, problem-solving, decision-making, and organizational skills
- Effective customer relations, interpersonal, and verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications