Experience Inc. Jobs

The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Wealth Management Operations team as a:

Wealth Management Operations Specialist

This opportunity may be perfect for you if you have experience in:

High Attention to Detail

Microsoft Office Suite: Word, Excel, Outlook

Excellent Organizational Skills

About this position:

Responsible for processing various transactions for Personal Trust, Investment and Retirement Plans accounts while complying with all Company, state, and federal policies and regulations in the function of daily job duties. Work to support the goals and objectives of the department and Wealth Management group. This position is 100% in office in our Glens Falls, New York headquarters.

Responsibilities

Reconcile house and trust accounts daily; research transaction discrepancies, provide resolution, and communicate findings with customers.

Open/close accounts using various Wealth Management systems; gather and distribute assets for accounts; process deposits, contributions, and loan payments for various account types.

Process enrollment forms, investment elections, and beneficiary forms; create and process mutual fund trade files.

Post dividends and interest to daily valuation retirement plan participants; post fees and process invoices for all trust accounts; maintain accurate tax records for trust account holdings.

Perform routine account maintenance; file documents manually and electronically based on established criteria.

Create new loans for retirement plan participants; assist plan participants/sponsors with online account access.

Participate actively in cross-sell program and make referrals as appropriate.

What you will need to thrive in this role:

In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having:

Education/Certifications:

High School diploma or equivalent experience required

2 years of experience in Wealth Management Operations preferred

Skills/Knowledge:

Proficient in Microsoft Office Suite: Word, Excel, Outlook and PowerPoint; ability to master multiple Wealth Management Accounting software products

Demonstrated skills in accounting and mathematics

Solid organizational skills and ability to prioritize multiple tasks/projects to meet daily deadlines

Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management

Must be available for extended hours during tax season or when workloads require additional time

Physical Demands

Prolonged periods sitting at a desk and some brief periods of walking/standing

Repetitive use of telephone, computer, computer mouse, and keyboard

Must be able to lift up to 15 lbs. at times

What we will bring to the table:

We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:

Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays

Medical, Dental, and Vision Insurance and Flexible Spending Plan

Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership

Education and Tuition Reimbursement

Employee Assistance Program for our employees and their immediate family members

We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.

We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation’s leading publications and bank-rating firms.

The pay range for this position is $18.00-$23.00 an hour commensurate with experience and education.

Additional compensation may be earned through the Company’s annual bonus and incentive programs, subject to individual and company performance.

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