Assumes responsibility for daily Wealth Management Department operations, including compliance with Wealth Management operations procedures. Supervision of the Wealth Management operations staff.
Requirements
[A Bachelor degree in business, accounting or finance preferred
[A minimum of 1 year of related experience in banking, Wealth Management, brokerage, accounting or insurance operations required
[Supervisory experience required
[Must be proficient in Microsoft Word and Excel
]{times="" new="" roman",="" serif;="" font-size:="" 12pt;"=""}]{times="" new="" roman",="" serif;="" font-size:="" 12pt;"=""}]{times="" new="" roman",="" serif;="" font-size:="" 12pt;"=""}]{times="" new="" roman",="" serif;="" font-size:="" 12pt;"=""}