Wealth Management Operations Specialist I

Wealth Management Operations Specialist I - Build the Foundation for Financial Confidence

At C&N, delivering peace of mind to our Wealth Management clients starts with precision, consistency, and care - and that begins with you. As a Wealth Management Operations Specialist I, you'll be a key player in the back-office operations that support our trust and investment services.

That's where you come in.

You're detail-driven, curious, and eager to learn. Whether it's posting transactions, reconciling data, or supporting investment activity, you're excited to contribute to a team where accuracy matters and every task makes a difference.

What You'll Do:

• Process daily account activity on our trust accounting system - including receipts, disbursements, and money market sweeps.

• Support investment operations by entering trades, reconciling positions, and preparing transfers.

• Perform reconciliations of trust checking and security accounts, identify exceptions, and help resolve discrepancies.

• Generate client statements and assist in preparing reports with accuracy and timeliness.

• Collaborate with administrative, investment, and tax team members to provide seamless client service.

• Complete administrative support tasks like scanning, filing, and assisting with account documentation.

This Opportunity Is Ideal for Someone Who:

• Is a motivated early-career professional with strong research, math, or technical skills.
• Has 0-2 years of experience in banking, financial services, or administrative operations.
• Communicates clearly and builds positive relationships with both teammates and external partners.
• Pays close attention to detail and thrives in a process-driven environment.
• Is eager to learn, grow, and build a long-term career in Wealth Management operations.

Why C&N?

Because here, relationships matter - with our customers, our communities, and our teammates. We're proud to foster a culture where people feel supported, valued, and inspired to do their best work. At C&N:

• You'll help create and maintain safe, functional spaces that reflect our commitment to quality and care.
• You'll grow your career through hands-on experience, professional development, and leadership opportunities.
• You'll be part of a culture that celebrates teamwork, integrity, and community involvement.

What's in It for You?

• Achieve & Grow: Your success is our success. At C&N, you'll grow alongside our customers as we work together to achieve meaningful goals.
• Learn & Develop: Collaboration is at the heart of what we do. You'll learn from and with your teammates, fostering both personal and professional growth.
• Contribute & Be Rewarded: Your contributions make a difference, and we recognize your impact through competitive rewards and career advancement opportunities.
• Share & Celebrate: Together, we give back and celebrate the milestones that matter to our communities.

We're proud of our award-winning workplace culture, recognized repeatedly with the NBRI Circle of Excellence Award. At C&N, we live our values every day, creating a supportive, inclusive, and dynamic environment where you can thrive.

Comprehensive Benefits for Your Success:

At C&N, we offer more than just a competitive salary - our robust benefits package is designed to support your well-being, career growth, and work-life balance. Highlights include:

• Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.

• Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).

• Health & Wellness:

• Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.

• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.

• Employer-paid life and disability insurance.

• Additional voluntary coverages to meet your unique needs.

• Career Development: Access to education and development programs and ongoing support for personal and professional growth.

With C&N, you can customize your benefits to fit your life while growing your career in a supportive and rewarding environment.

Because success in Wealth Management starts with strong operations, and strong operations start with you.

Join C&N as a Wealth Management Operations Specialist I and help us deliver trusted financial solutions with precision and care.