Reconciliation Specialist - Wealth Operations

Execute daily, weekly, and monthly reconciliations for general to medium range accounting activities across multiple business line offerings. Own reconciliation of General Ledger, house and shadow accounts, and position reconciliations, ensuring aged items are researched and resolved to meet parameters. Investigate and resolve reconciliation issues to limit financial exposure, follow procedural requirements, and participate in process reviews to improve reconciliation procedures. Work in a hybrid schedule with at least two in-office days weekly after training.