> Money movement > Account applications & Adoption Agreements > Account Maintenance o Beneficiary Designations o W-9 o Patriot Act documentation o Power of Attorney o Guardianship & Conservatorship o Trusted Contact > LAL & Margin agreements > Transfer on Death > Estates Checklist > Trust account agreement and updates > Templated client correspondence via email > Shared Email Inbox management In addition to the processing of workflow items the WPA will also utilize templated email requests to communicate with clients regarding missing or incorrect/incomplete information related to the completion of their work request. > 0 - 2 years experience within Financial Services > Ability to manage a high volume of requests in a fast-paced environment > Ability to react to changing priorities and adapt accordingly > Attention to detail > Ability to effectively navigate firm systems for any workflow processing and client requests > Ability to learn ancillary systems to ensure efficient handling of workflow tasks > Risk recognition and mitigation, including ensuring a deep understanding of and adherence to all policies and procedures Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives, and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing, and advancing individuals based on their skills and talents.
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