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Job description
Investment Operations Securities Specialist (New Accounts / Account Maintenance)The Securities Specialist will support responsibilities assigned to the Wealth Management Operations and Servicing team. Position will serve as a liaison between City National Bank and SEI Private Trust Company/National Financial Services.What Will You Do?Acts as a liaison with SEI Private Trust Company/National Financial Services; resolves problems and discrepancies related to new accounts and account updatesReviewing system records and client agreements to ensure company standards and client eligibility are met;Assigns Trust account numbers and for archiving records in accordance with Retention GuidelinesSorts and delivers incoming mail and Trust checks to designated areas of Wealth Management Operations/ServicingSorts and scans all applicable documentation into Filenet for Wealth Management Operations/Servicing, RBC Rochdale and RBC SecuritiesAble to verify accuracy, manage risk, resolve issues using multiple resources, account records and online systemsProvides back-up for other numerous functions when required to.What Do You Need To Succeed?Required Qualifications*1 year of experience in a financial services organization1 year of experience with Microsoft Office (Word, Excel, PowerPoint, OutlookAdditional QualificationsExperience in investment management or trust environment helpfulBachelor's Degree or equivalent experience helpfulExperience in financial services operations preferredAbility to interpret documentationThorough understanding of and experience, using procedures, practices and regulationsExcellent verbal/written communication skills.Flexibility, ability to handle a large volume of work which includes multiple tasks while maintaining accuracy.Compensation: Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location.Benefits and Perks: At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start dateGenerous 401(k) company matching contributionCareer Development through Tuition Reimbursement and other internal upskilling and training resourcesValued Time Away benefits including vacation, sick and volunteer timeSpecialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programsCareer Mobility support from a dedicated recruitment teamColleague Resource Groups to support networking and community engagementSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
Worksite address
los angeles, CA, 90001, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.