Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms. The company oversees $44.2 billion of assets under management (as of 12/31/2023), for high-net-worth individuals, families, family offices, endowment, foundation and institutional clients. Headquartered in Philadelphia, the firm has offices in Delaware, Florida, New Jersey, New York, Ohio, Pittsburgh and Washington, DC. For further information, please visit http://www.glenmede.com.
This position will operate in a hybrid work environment (Philadelphia, PA).
OVERVIEW:
The primary function of the Operations Associate is to assist the Securities Operations department with cash movement processes and other custody functions that support the department’s excellent relationships with clients and business partners
RESPONSIBILITIES:
- Control, monitor, and process all outgoing cash – wires, checks, ACH.
- Ensure accuracy and the set-up of scheduled events on the trust account system.
- Prepare reconciliations to certify the completion of cash movement.
- Coordinate disbursements with the Client Service Teams, Tax Department and other business partners.
- Participate in special projects and perform other duties and assignments as required by the position.
REQUIRED QUALIFICATIONS:
- 2+ years work experience and/or strong interest in financial services.
- 2+ years experience with Microsoft office and proficiency with various electronic tools and systems to fulfill daily responsibilities, including document management, transaction processing, and CRM.
PREFERRED QUALIFICATIONS:
- Proven ability to interact effectively with other professionals on a daily basis.
- Excellent verbal and written communication skills.
- Proven competence in the following: organizational and problem-solving skills; ability to work well under pressure; and consistent accuracy and attention to detail.
- Self-starter with a great deal of initiative.
- Full understanding of client privacy and confidentiality.
Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate.
Glenmede will not tolerate discrimination or harassment based on any of these characteristics. https://www.glenmede.com/equal-opportunity-employer/** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.
