BNY Mellon Careers

Investment Specialist II

Boca Raton, Florida
Wealth Management

Job Description

The incumbent provides a high level of independent support for team members regarding the administration and management of Trust Investment and Custody assets. S/He is responsible for communicating trading requests of clients to traders and for monitoring the settlement of those trades, as well as, monitoring cash position, daily domestic trades, trades, currency transactions, and documenting completion of tasks. S/He will work closely with operational, tax, fiduciary, investment policy, and compliance areas within the company and will be effective in communicating orally and in writing, with clients, attorneys, and other external contacts.


The incumbent must possess the ability to work independently and efficiently and apply a working knowledge of company policies and procedures. The incumbent will be responsible for training Trust Specialists. The qualified candidate will have 3+ years support position experience with some knowledge of trading or accounting processes and basis understanding of the market. Knowledge of Microsoft Office products is required. Basic knowledge of the stock market is helpful, but not required.

For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark:

As one of the nation's leading wealth managers, BNY Mellon Wealth Management is dedicated to helping individuals, families, planned giving programs, endowments, foundations and other institutions with all of their wealth and investment planning needs. By providing integrated products, services and solutions, we help them capitalize on opportunity while managing risk. Backed by more than two centuries of experience, we understand our clients' needs and deliver customized strategies to help them reach their goals.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer.
Minorities/Females/Individuals With Disabilities/Protected Veterans.

Primary Location: United States-Florida-Boca Raton
Internal Jobcode: 04029
Job: Wealth Management
Organization: WM US Markets-HR14164
Requisition Number: 1716096