Wealth Services Specialist II

Wealth Services Specialist II – Huntington National Bank

The Wealth Services Specialist II provides exceptional administrative support for the Huntington Private Bank front‑office team.

• 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
• Resolve complex issues relating to the trust accounting system
• Responsible for daily reconciliation and identifying out of balance issues
• Participate in cross‑training on multiple Wealth Services functions
• Create job aids and assist with procedure reviews
• Assist in the training of new Wealth Services colleagues
• Maintain knowledge of all products, services, technology and policies
• Perform other duties as assigned

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

• Experience with various account types (e.g., trusts, estates, IRAs, etc.)
• Experience with various assets (e.g., 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 may have flexible work arrangement).

Huntington will not sponsor applicants for immigration benefits. 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.