Investment Ops Specialist: New Accounts & Maintenance
city national bankLos Angeles, CA
Investment Ops Specialist: New Accounts & Maintenance
city national bankLos Angeles, CA
yesterday
Industries
Savings Institutions and Other Depository Credit IntermediationCommercial BankingTrust, Fiduciary, and Custody ActivitiesAbout the role
City National Bank seeks an Investment Operations Securities Specialist for New Accounts and Account Maintenance within Wealth Management Operations. You will liaise with SEI Private Trust Company/National Financial Services to support onboarding and ongoing account activities.
Responsibilities include reviewing records and client agreements, assigning Trust account numbers, archiving documents, and processing mail and checks.
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JOB OVERVIEW
Experience level
Mid
Location
Los Angeles, CA
Occupation
Financial Clerks, All Other
Industry
Savings Institutions and Other Depository Credit Intermediation
Posted
yesterday
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