Wealth Services Specialist II

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Provide exceptional administrative support for the Huntington Private Bank Front office team, including:

• Verifying documents for consistency, accuracy, and completeness prior to processing
• Reviewing file documentation to ensure it is up to date, accurate, and in good order for processing
• Managing electronic file retention in accordance with Wealth Services standards
• Collaborating with colleagues to ensure timely processing
• Responding to routine and complex inquiries via email or telephone

Additional responsibilities include:

• Problem analysis and resolution related to the trust accounting system
• Daily reconciliation and identification of out-of-balance issues
• Participating in cross-training across Wealth Services functions
• Creating job aids, assisting with procedure reviews, and training new colleagues
• Maintaining knowledge of all products, services, technology, and policies to mitigate risks
• Performing other duties as assigned

Exempt Status: No (eligible for overtime pay)

Workplace Type: Office with flexible work arrangements possible

Huntington will not sponsor applicants for immigration benefits. Applicants must be authorized to work in the U.S. full-time. Huntington is an Equal Opportunity Employer.

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