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Responsible for supporting daily reconciliation activities for Advisor Solutions accounts held on the Trust accounting platform and at third-party custodians. This role focuses on identifying, researching, and resolving reconciliation breaks by partnering with an outsourced vendor, external custodians, and internal teams to ensure accounts are accurate, balanced, and properly documented.

You will serve as a key control point within Advisor Solutions operations, ensuring reconciliation activities are completed accurately, timely, and in accordance with established procedures and regulatory expectations, while contributing to a strong risk management culture and positive client experience.


Position not available for immigration sponsorship.


The responsibilities for ...