3 account executive jobs found

PURPOSE/OBJECTIVE:  The Wealth Management Operations Specialist supports daily operational functions across the Wealth Management platform, ensuring timely, accurate, and compliant processing of client account and transactional activities. The role supports onboarding, asset movement, cash management, billing, reconciliations, securities processing, vendor platforms, and operational risk controls while partnering with Client Service, Compliance, Finance, custodians, and external vendors. Consistent performance with accurate execution, a keen  sense of urgency and deadlines, and end to end vision of data, client, and Bank impact is expected. MAJOR RESPONSIBILITIES:   Administrative: Account Opening & Maintenance: End-to-end processing of new and existing accounts, documentation validation, OFAC screening, custodian setup, fee configuration, and data integrity management. Asset Movement & Transfers: Processing of internal, external, and complex transfers, stock...

 Starting Rate: $24.50  Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. The Operations Associate maintains primary responsibility for all operational elements of a small to mid-sized office.  Operational responsibilities include, but are not limited to, cash vault and ATM management, managing negotiable instruments, adhering to compliance and security requirements, routine cash drawer audits, executing on quality control processes around new account opening, and other such branch activities.  Fully skilled in both sales and transactional capacities, incumbents also directly service retail branch customers as needed. Responsibilities: Maintains primary responsibility for all operational elements of a small to mid-sized banking office by: Managing the branch cash...

 Starting Rate: $24.50  Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information. The Operations Associate maintains primary responsibility for all operational elements of a small to mid-sized office.  Operational responsibilities include, but are not limited to, cash vault and ATM management, managing negotiable instruments, adhering to compliance and security requirements, routine cash drawer audits, executing on quality control processes around new account opening, and other such branch activities.  Fully skilled in both sales and transactional capacities, incumbents also directly service retail branch customers as needed. Responsibilities: Maintains primary responsibility for all operational elements of a small to mid-sized banking office by: Managing the branch cash...