Advisor Solutions Operations Analyst

Responsibilities

• Support daily reconciliation activities for Advisor Solutions accounts held on the Trust accounting platform and at third‑party custodians
• Identify, research, and resolve reconciliation breaks by partnering with an outsourced vendor, external custodians, and internal teams
• Ensure accounts are accurate, balanced, and properly documented
• Act as the primary owner of reconciliation issues escalated from the outsourced vendor, ensuring timely follow-up, documentation, and closure
• Escalate unresolved or aging breaks in accordance with established procedures
• Track and report reconciliation metrics such as break volumes, aging, root causes, and resolution timelines to management
• Verify documentation completeness and accuracy, ensuring required approvals are obtained
• Contribute to workflow enhancements and process redesign initiatives

• Three or more years of financial services experience, preferably with exposure to trust operations, private banking, or customer service
• Bachelor’s degree (or equivalent experience)
• Experience using Microsoft Office tools, including Excel, Word, PowerPoint, and Outlook
• Experience researching and resolving accounting or reconciliation discrepancies
• Ability to interpret transaction data, custodian statements, and system reports
• Ability to assess issues and determine appropriate resolution with minimal supervision
• Working knowledge of company policies, procedures, and operational processes
• Strong ability to multi‑task and perform under pressure
• Ability to work independently with limited direction
• Excellent verbal and written communication skills