Part- time Custody Operations Specialist

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

Department : Wealth, Corporate, Commercial and Institutional Banking (WCIB) Operations - Custody Operations

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. Accountable for compliance with established department policies and procedures.

Start date : June 24th, 2024

Schedule : Part Time : Monday - Friday hours can vary between 8am-6pm, 15 - 19 hours per week with 4 hours minimum per day.

Location : This role is hybrid located in Milwaukee, WI . 2-3 days in office.

Qualifications / Skills

Associate's degree, or equivalent work experience OR

High school diploma or equivalent and two or more years of relevant 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

Responsibilities

Understanding and working through policies and procedures

Researching discrepancies

Responding to inquiries via email or phone

Assisting team members with other tasks

Location Expectation

The role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

WCIBO

USBOps

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants .

Benefits :

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work.

That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Our benefits include the following (some may vary based on role, location or hours) :

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