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 atall from Day One.
U.S. Bank is hiring for a Custody Operations Specialist to support our Mutual Funds Money Market Trades team. This individual will be 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.
Schedule : Monday - Friday 8 : 30am-5 : 00pm CST
Location : 3+ days in Milwaukee, WI
Basic Qualifications
Associate's degree, or equivalent work experience
Two or more years of relevant experience
Preferred 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
Location Expectations : This role requires working from a U.S. Bank location three (3) or more days per week.
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.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Operation Specialist • Milwaukee, WI, US