Trust Operations Team Supervisor jobs in Schenectady, NY

The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team!  Currently, we are looking for an experienced professional to join Wealth Management Operations team as: 

Wealth Management Operations Admin

This opportunity may be perfect for you if you have experience in:

> Strong Attention to Detail 

> Quality Customer Service

> Administrative Assistance 

About this position:

Works under the direction of Wealth Management Operations Manager.  Work to support the goals and objectives of the department and Wealth Management group. This position is in-office and works out of our headquarters in Glens Falls, New York.

Responsibilities

>    Communicate with clients, answer routine inquires including email and telephone.

>    Use of various Wealth Management systems; gather and distribute assets for accounts; process deposits, contributions, and loan payments for various account types.

>    Process enrollment forms, investment elections, and beneficiary forms; create and process mutual fund trade files.

>    Perform routine account maintenance; file documents manually and electronically based on established criteria.

>    Perform general administrative duties

 What you will need to thrive in this role:

In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: 

Education/Certifications:

>    High School diploma or equivalent experience required

>    1 year of experience in Wealth Management Operations preferred       

Skills/Knowledge:

>    Proficient in Microsoft Office Suite:  Word, Excel, Outlook 

>    Ability to prioritize multiple tasks/projects and meet deadlines; attention to detail a must

>    Solid organizational skills and ability to prioritize multiple tasks/projects to meet daily deadlines

>    Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management

>    Quality customer service skills; ability to work independently and as part of a cooperative work team

 Physical Demands:

>    Prolonged periods sitting at a desk and some brief periods of walking/standing

>    Repetitive use of telephone, computer, computer mouse, and keyboard

>    Must be able to lift up to 15 lbs. at times

 What we will bring to the table:

We believe in investing in our employees and helping them grow their career with us.  We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation.  Through our total rewards program, we offer a comprehensive benefits package featuring:

>    Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays

>    Medical, Dental, and Vision Insurance and Flexible Spending Plan

>    Multiple retirement plans including:  401(k), Pension, and Employee Stock Ownership

>    Education and Tuition Reimbursement

>    Employee Assistance Program for our employees and their immediate family members

We are an Equal Opportunity Employer. Our employment decisions are made without regard for: race, color, religion, national origin or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status, or any other characteristic protected by law.

As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.

We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.

The salary range for this position is $17.00 - $20.00 commensurate with experience and education.

Additional compensation may be earned through the Company’s profit-sharing bonus program, subject to individual and company performance.

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