Wealth Services Specialist II

Wealth Services Specialist II

The Wealth Services Specialist II provides exceptional administrative support for the Huntington Private Bank front-office team. Duties & Responsibilities include:

• Verify documents for consistency, accuracy, and completeness prior to processing
• Review file documentation to ensure it is up to date, accurate and in good order for processing
• Responsible for electronic file retention in accordance with Wealth Services standards.
• Work closely with colleagues to ensure timely processing
• Respond to routine/complex incoming inquiries by email or telephone
• Resolves complex issues relating to the trust accounting system
• Responsible for daily reconciliation and identifying out of balance issues
• Participates in cross-training on multiple Wealth Services functions
• Creates job aids and assists with procedure reviews
• Assists in the training of new Wealth Services colleagues
• Maintain knowledge of all products, services, technology and policies
• Performs other duties as assigned

Basic Qualifications include:

• 1-3 years of experience with previous financial firm or accounting
• Bachelor's degree

Preferred Qualifications include:

• Experience with various account types i.e. trusts, estates, IRAs, etc
• Experience with various assets, i.e. stocks, bonds, mutual funds, etc
• Experience/knowledge of regulatory and compliance requirements
• Experience with complex problem resolution

Exempt Status: No = eligible for overtime pay

Workplace Type: Office

Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.