Lewis James Professional

Fiduciary Operations Analyst I

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Fiduciary Operations Analyst for a contract opportunity with a financial services client.

Responsibilities:

  • Provide a service to the advisory centers for inbound wires. 
  • Bridge the gap between the consolidations of the inbound wires until we find a more permanent solution. 
  • Wire notification processing.
  • Monitor and research inbound wires and identifying Admin relationship.
  • Notify Advisory Center teammates of the wire for further posting to SEI.

Qualifications:

  • High school diploma or equivalent.
  • General knowledge of or previous experience in the Financial Services industry or banking operations
  • Accounting knowledge with an emphasis on cash flow and accrual accounting and reconciliation concepts.
  • Effective communication, time management and interpersonal skills.
  • General PC skills with an emphasis on Microsoft Office, common banking systems and trust service platforms.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_2963. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_2963. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V