Basic Qualifications - Bachelor's degree in accounting or finance, or equivalent work experience - Three to five years of related industry or function experience Preferred Skills/Experience - Thorough knowledge of trust and securities operational functions, systems, procedures, various products and/or services supported by the assigned area(s) - Ability to perform multiple tasks concurrently and meet established deadlines in a dynamic work environment - Strong analytical, problem-solving, decision-making, and organizational skills - Strong customer service skills, interpersonal, verbal and written communication skills - Must be able to work in a team environment - Thorough understanding of regulatory and accounting principles which directly affect Wealth Management & Securities Services business lines and clients - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.