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Job ID: 9826
Location: Tulsa, Oklahoma
Category: Accounting & Finance
Employment Type: Contract

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Job Description

WMS Business Coordinator II

Location: Tulsa, OK

Description
  • Assist the Wealth Management Fee Group with calculating, processing and monitoring of fees for client accounts.
  • Assist with fee set-up for new accounts
  • Assist with paying down invoices
  • Assist with managing the fee inbox
  • Process fee corrections

Experience required:
  • Prior knowledge of working with investment accounts is desired.
  • Strong Excel skills with macro experience being a plus
  • Strong data entry skills with a combination of speed and accuracy
  • Strong multi-tasking skills
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