Wealth Account Servicing COE Analyst (Remote)

Lewis James Professional

Wealth Account Servicing COE Analyst

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


  • Review, analyze, and evaluate business systems and user needs.
  • Formulate systems to parallel overall business strategies.
  • Responsible for documenting and translating business processes in a clear and concise method by using their knowledge of business process mapping and of the various tools and software that are available.
  • Analyze and execute on specific work requests to ensure appropriate outcome is achieved.
  • Review requests, determine appropriate work stream for action and execute accordingly.
  • Administer defined procedures for specific function as assigned.
  • Knowledgeable in area of responsibility and fully capable of executing/completing complex functions within.
  • Review and interpret trust documents for dispositive provisions per document terms.
  • Collaborate with trust advisors, tax vendor, external clients, securities processing vendor, attorneys or external tax providers.


  • High School or Equivalent.
  • 6+ years relevant work experience in banking environment.
  • Strong analytical skills and demonstrated ability for organization.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software product.
  • Strong verbal and written communication skills.


For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3572. 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_3572. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V