Wealth Management Operations Specialist II
First Financial Bank

Hamilton, Ohio

Posted in Banking


This job has expired.

Job Info


We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

The WM Operations Specialist II is primarily responsible for providing Operational support to team members, WM Administration and Investment staff. Follows department workflows, procedures and works within deadlines.

Essential Functions/Responsibilities

  • Data Entry processing (detailed/specific transaction processing, balancing and reconciliation and troubleshooting)
  • Calculating rates, income received, fee collection, trade settlement
  • Communication between WM associates regarding accounts, transactions and adjustments
  • Prepares and/or validates general ledger tickets for processing cash movement
  • Distribution of reports, transaction requests, balancing and reconcilement.
  • Assists in other areas as needing, in cases such as monthly Vault Reconciliation
  • Cross training on additional tasks, and other duties as assigned.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
  • Requires a minimum of 2+ years in WM Operations Specialist I position or 2 - 4 years of equivalent work experience in Operations, Banking/Financial/Brokerage.
  • Ability to cross train to backup specific functions of the department
  • Has received at better than average performance evaluations
  • Strong Communication skills
  • Ability to understand and carry out instructions from various forms of communication
  • Well organized, detailed and able to adjust to varying volumes of work
  • Proficiency in Microsoft Office Suite including word and excel.

Preferred Knowledge and Skills

    Level of Complexity and Scope

      Degree of Independence and Decision-Making

        Required Supervisory Responsibilities

          Physical Requirements
          • Occasionally lifts and carries up to 50 lbs.
          • Occasionally stands, walks and drives.
          • Frequently sits.

          Compliance Statement
          • The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

          Development and Training

            It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

            We are an E-Verify Employer.


            This job has expired.

            More Banking jobs


            Bank OZK
            Ozark, Arkansas
            Posted 2 minutes ago

            Bank OZK
            Arkadelphia, Arkansas
            Posted 2 minutes ago

            Bank OZK
            Jacksonville, Florida
            Posted 1 minute ago

            Get Hired Faster

            Subscribe to job alerts and upload your resume!

            *By registering with our site, you agree to our
            Terms and Privacy Policy.