Address
Form of workLocation: Tulsa, OK
Description of job duties:
- 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
- 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.
