Saratoga Springs, New York, United States · On-site
$20/hr–$24/hr
Job Title: Wealth Management Operations Assistant/Senior WM Operations Assistant Department: Wealth Management Reports To: Operations Supervisor SUMMARY: Provides back-office operations support of department accounts and…
Skills: Account administration, Back-office operations, Fee processing, Cash sweep, Trade processing
Saratoga Springs, New York, United States · On-site
$19/hr–$22/hr
POSITION SUMMARY Responsible for delivering exceptional service to customers, internal partners, and the lending team. This role takes ownership of the end-to-end loan process by booking approved direct/indirect ODLs, co…
Skills: Loan Booking, Commercial Lending, Due Diligence, Collateral Documentation, Customer Service
Town of Queensbury, New York, United States · On-site
$18/hr–$18/hr
SUMMARY: The bank teller is the face of ATC and responsible for rendering a high standard of service to all customers. Must be able to interact with customers and colleagues in a pleasant, professional manner, while cond…
Skills: Cash Handling, Customer Service, Interpersonal Skills, Communication, Listening
Town of Milton, New York, United States · On-site
$18/hr–$18/hr
SUMMARY: The bank teller is the face of ATC and responsible for rendering a high standard of service to all customers. Must be able to interact with customers and colleagues in a pleasant, professional manner, while cond…
Skills: Cash Handling, Customer Service, Interpersonal Skills, Communication, Listening
Wilton, New York, United States · On-site
$18/hr–$18/hr
SUMMARY: The bank teller is the face of ATC and responsible for rendering a high standard of service to all customers. Must be able to interact with customers and colleagues in a pleasant, professional manner, while cond…
Skills: Cash Handling, Customer Service, Interpersonal Skills, Effective Listening, Communication
Saratoga Springs, New York, United States • On-site
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The role provides back-office operations support for trust accounts, including fee processing, trade settlement, and account reconciliation. Responsibilities also include daily account administration, document preparation, and maintaining security holdings.
The position requires a High School Diploma or GED equivalent. Candidates must be able to perform physical tasks such as lifting files and using computer equipment in an office environment.
Job Title: Wealth Management Operations Assistant/Senior WM Operations Assistant
Department: Wealth Management
Reports To: Operations Supervisor
Provides back-office operations support of department accounts and trust accounting system including fee processing, cash sweep/trade processing, transaction processing, review and reconciliation. The position is responsible for accurate processing and reporting of trust payables, receivables, new and terminating accounts, securities settlement and custody, document preparation and review, records management, and trust system maintenance.
1. Responsible for day-to-day account administration activities, including deposits and withdrawals of cash and assets, wires, balancing of transactions and general account maintenance.
2. Responsible for working with the Administrative Officer's to open and close accounts.
3. Responsible for a variety of proofs and reconciliations.
4. Responsible for the processing of daily stock, bond and mutual fund securities trades and settlement.
5. Responsible for the set up and maintenance of all department security holdings.
6. Assist other Operations personnel with the distribution of daily reports and any other work that must be completed prior to the end of the day.
MINIMUM JOB REQUIREMENTS:
• EDUCATION/EXPERIENCE REQUIREMENTS: High School Diploma or GED equivalent.
• LICENSE, CERTIFICATIONS, ETC.: None.
• Must be able to hear well enough to communicate with customers, co-workers, and outside bank personnel.
• Communicate Orally.
• Normal daily physical activities to include: walking, standing, sitting, stooping, bending, pushing, and pulling.
• Must be able to read reports and use computer.
• Occasionally will lift 20-30 pounds (files, cash drawer, etc.)
WORK ENVIRONMENT: Indoors, environmentally controlled.
Above and Beyond®
Welcome to the Adirondack Trust Company. We’re a local, independent, employee-owned bank, and we go above and beyond to create solutions for people, businesses and our community. Ask us about our innovative and personalized products—and expert consultation—in banking, insurance, risk management as well as wealth management. We’re dedicated to providing a comprehensive and diversified approach to your financial services needs. Trust us to be your lifetime financial partner, helping to manage all aspects of your financial life. Our specialties include: Personal Banking, Business Banking, Online Banking, Mobile Banking, Home Loans, Personal Loans, Business Loans, Commercial Real Estate Loans, Treasury Management, Insurance, Risk Management and Wealth Management Services. Member FDIC/Equal Housing Lender.
Offices: 473 Broadway, Saratoga Springs, NY 12866, US · 224 Church Avenue, Ballston Spa, NY 12020, US · 315 Church Street, Saratoga Springs, NY 12866, US · 322 Ruhle Road, Ballston Lake, NY 12019, US · 3017 Route 50, Wilton, NY 12866, US
Above and Beyond®
Welcome to the Adirondack Trust Company. We’re a local, independent, employee-owned bank, and we go above and beyond to create solutions for people, businesses and our community. Ask us about our innovative and personalized products—and expert consultation—in banking, insurance, risk management as well as wealth management. We’re dedicated to providing a comprehensive and diversified approach to your financial services needs. Trust us to be your lifetime financial partner, helping to manage all aspects of your financial life. Our specialties include: Personal Banking, Business Banking, Online Banking, Mobile Banking, Home Loans, Personal Loans, Business Loans, Commercial Real Estate Loans, Treasury Management, Insurance, Risk Management and Wealth Management Services. Member FDIC/Equal Housing Lender.
Offices: 473 Broadway, Saratoga Springs, NY 12866, US · 224 Church Avenue, Ballston Spa, NY 12020, US · 315 Church Street, Saratoga Springs, NY 12866, US · 322 Ruhle Road, Ballston Lake, NY 12019, US · 3017 Route 50, Wilton, NY 12866, US
