WHAT YOU'LL DO The Financial Executive is responsible for assisting Financial Advisors by administering all aspects of clients' accounts. This includes a full line of investment products, including mutual funds, managed accounts, equities, and fixed income securities. WHAT YOU'LL BRING Duties Assist Busey Wealth Management in meeting the goals and objectives of the organi

Types of activities include Better understand the activity that is going through the account Replicate recons for one area across ALL balance sheets this could be around 30 different balance sheets (take or give some) Work with Tech team to get resources in place to facilitate a better reconciliation Document the steps that are needed in order to reconcile accounts includ

include, but are not limited to Serves as the first point of contact to direct and/or respond to incoming communications from other departments within the bank as well as internal & external customers. Manage the ticket & email inbox correspondence for BSA & Fraud Manage the Fraud Support Hotline. Monitor newly established customers and accounts to ensure compliance. Perfo