Fee Specialist
Indexed description
The successful candidate will be hired for the level of the position that aligns with their experience.
Work Schedule
Monday-Friday 8:00am-5:00pm (hours may vary)
Compensation
The annual salary range for this role is $41,000-$52,000/year; commensurate with experience.
Responsibilities
In this role, you’ll be responsible to perform fee schedule setups, calculations, allocations, postings and payments for the Wealth Management Service Center – Financial Analysis & Reporting (FAR) Fees, Balancing and Controls Department. Provide support to business units by researching and resolving any fee related issues.
Qualifications
The ideal candidate will have:
- Associate’s degree in Accounting, Finance, Business, or related field, or equivalent work experience required.
- Bachelor’s degree in Accounting, Finance, Business, or related field or experience in financial services or trust preferred.
- 1-year work experience in accounting, financial services, trust, or related field required.
- Possesses attention to detail and performs with consistent accuracy.
- Well organized and able to work independently and without supervision.
- Able to handle confidential matters judiciously.
- Effective verbal, interpersonal, and written communications skills.
- Able to follow up and follow through on assignments.
- Able to complete multiple tasks under strict deadlines.
- Proficient in using personal computers, Microsoft Outlook, Word, and Excel.
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