• Previous
  • Next
30Jan

Operations Assistant - Wealth Advisory Services

Heartland Financial USA, Inc., Dubuque, IA

This listing has expired

PRIMARY & ESSENTIAL RESPONSIBILITIES:

  • Process the payment of clients’ bills, income/principal disbursements, tax payments, etc.
  • Process deposits and cash receipts to clients’ accounts.
  • Prepare and provide required documentation for new accounts to internal salespersons.
  • Analyze completed and signed new account paperwork and complete new account setup on trust accounting system.
  • Complete setup of clients’ online access, including requesting setup with core software company and completing setup on bank’s online banking site.
  • Process various maintenance requests and changes for clients’ and their accounts.
  • Review and approve accuracy and posting of daily transactions created by other operations personnel.
  • Complete scanning and verification of necessary documents into electronic data filing system.
  • Assists with clearing of outstanding items in internal/house and client accounts.

 

SECONDARY RESPONSIBILITIES:

Other duties as assigned.

 

REQUIRED QUALIFICATIONS:

  • Associate's degree in accounting or business related field or equivalent work experience.
  • 1-3 years of experience with accounting and/or securities processing preferred.
  • Proven experience in a fast paced office environment
  • Proven ability to prioritize and meet daily deadlines.
  • Basic knowledge of general accounting practices.
  • Knowledgeable experience with MS Office.

 

EOE/AA Employer
M/F/Disabled/Vet

This listing has expired

Show housing near this job

Job Details

Req Num 17-1009
ID 486644
Location
Dubuque, IA
Positions 1
Type
--
Status
Full Time
Pay --
Categories
Accounting/Auditing
Banking/Mortgage/Financial Services
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Sick Leave
Paid Holidays
Tuition Reimbursement

Preferred Candidates

Years of Experience 1-2 Years
Education Associates

accessdubuquejobs.com is a product of THMedia © 2015