Custody Operations Analyst 1 - Automatic Transfers
About the position
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description We are currently seeking a highly skilled Custody Operations Analyst to join our Automatic Transfers team. This Custody Operations Analyst will be responsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. The ideal candidate will demonstrate strong analytical capabilities, innovate effectively, thrive in a fast-paced environment, excel under deadlines, possess exception organization skills and boast a proven track record in the reconciliation process. Additional Responsibilities : Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline. Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise. Accountable for the completion of daily processing activities. Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution. Responsibilities have various levels of risk correlating to the type and size of account or product. May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.
Responsibilities
• Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline.
• Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise.
• Accountable for the completion of daily processing activities.
• Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution.
• Responsibilities have various levels of risk correlating to the type and size of account or product.
• May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.
Requirements
• Two years or more of related experience
Nice-to-haves
• Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
• Proven experience in Broker-dealer operations
• 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
• Experience with ACATS and NFCC procedures
Benefits
• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Apply Now
Apply Now
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description We are currently seeking a highly skilled Custody Operations Analyst to join our Automatic Transfers team. This Custody Operations Analyst will be responsible for the management and oversight of Wealth Management & Investment Services (WMIS) client accounts and products of various types and sizes established by clients for various purposes. The ideal candidate will demonstrate strong analytical capabilities, innovate effectively, thrive in a fast-paced environment, excel under deadlines, possess exception organization skills and boast a proven track record in the reconciliation process. Additional Responsibilities : Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline. Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise. Accountable for the completion of daily processing activities. Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution. Responsibilities have various levels of risk correlating to the type and size of account or product. May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.
Responsibilities
• Provides technical, industry, process, and trouble-shooting support for products or accounts to a team of operation Specialists within their own unit/discipline.
• Primary focus is on day-to-day deliverables, developing solutions based upon subject expertise, occasionally representing the department at a broader level; may also contribute to strategic planning within area of expertise.
• Accountable for the completion of daily processing activities.
• Delivers a high level of customer service and is responsible for the identification of and minimization of risk in the control environment, process efficiency and effective customer issue resolution.
• Responsibilities have various levels of risk correlating to the type and size of account or product.
• May be required to provide supervisory responsibilities and apply independent judgement and decision making based on area of expertise.
Requirements
• Two years or more of related experience
Nice-to-haves
• Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients
• Proven experience in Broker-dealer operations
• 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
• Experience with ACATS and NFCC procedures
Benefits
• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Apply Now
Apply Now