Custody Operations Analyst 1

Role overview

Key responsibilities

• Manage and oversee WMIS client accounts and products while ensuring operational accuracy and risk mitigation.
• Perform back-office securities settlement activities and process daily transactions within service-level agreements and deadlines.
• Monitor activity, research issues, resolve exceptions, and handle escalations.
• Respond to internal inquiries and communicate processing status updates.
• Balance daily production work with project assignments; support process improvements, efficiency initiatives, and risk controls.
• Collaborate with teammates, work independently, assist with special projects, and act as a subject matter resource in assigned areas.
• Maintain accuracy and comply with established procedures while delivering a high level of service.

Basic qualification

• Two or more years of related experience.

Preferred qualifications

• Bachelor's degree; strong proficiency in Microsoft Excel and other analytical tools.
• Ability to learn custody operations systems, procedures, products, and services quickly.
• Strong analytical, problem-solving, and decision-making skills; ability to prioritize competing tasks and meet deadlines.
• Ability to work independently and collaboratively; strong organization and attention to detail.
• Excellent verbal and written communication skills.
• Understanding of regulatory and accounting principles affecting Wealth Management & Investment Services.
• Project management experience or aptitude to develop project ownership skills.
• Flexibility, adaptability, and willingness to learn in a dynamic environment.
• Banking, financial services, or investment operations experience is helpful but not required; candidates from varied professional backgrounds may be considered.

Benefits

• Benefits include medical, dental, and vision coverage; life and disability insurance; parental leave; a 401(k) and employer-funded retirement plan; paid vacation and holidays; adoption assistance; and sick and safe leave.