Wealth Management Admin - Hybrid Work Setup

Responsibilities

• The personnel will work with each WM Operations (Ops) Manager on the clerical and administrative tasks related to:
• Updating WM Policies and Procedures Manuals (PPMs) to ensure that each aspect of the customer journey is covered
• Updating WM Know; edge Management System (KMS) docs to ensure that each aspect of the customer journey is covered
• Organizing all WM Ops related files (e.g. PPMs, KMS, Root Cause Analyses) in a shared drive
• Creating updated product decks including front-end screens and back-end processes in its day-to-day function
• Maintaining a product health dashboard that shows uptime/downtimes and CX tickets daily
• Creating an Ops onboarding module/checklist
• Maintaining the WM Ops issues, SFTP, and comms tracker

Qualifications

• Bachelor’s Degree in Business Management, Financial Management, Accounting Information System, Accounting or any related course...