Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients’ needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.

What makes Peapack-Gladstone Bank different from our competition? We are an institution that’s over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the fifth consecutive year, by American Banker as one of the ‘Best Bank to Work For’ across the nation. Our secret sauce in one word is our ‘culture’. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.

There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (a committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!

Peapack Private Wealth Management division includes investment management services provided for individuals and institutions; personal trust services, including services as executor, trustee, administrator, custodian and guardian, and other financial planning, tax preparation and advisory services. Officers from the Peapack Private Wealth Management Division are available to provide wealth management, trust and investment services at the Bank’s headquarters in Bedminster, at private banking locations in Morristown, Princeton and Teaneck, New Jersey and at the Bank’s subsidiaries, PGB Trust & Investments of Delaware, in Greenville, Delaware, Murphy Capital Management, in Gladstone, New Jersey, Quadrant Capital Management in Fairfield, New Jersey and Lassus Wherley in New Providence, New Jersey and Bonita Springs, Florida.

Position Summary:

Reporting to the Wealth Operations Manager in the Wealth Management division, the Wealth Operations Analyst will assume responsibility for posting and daily net settlement for transactions on the SEI system, as well as maintain and assist in billing and reconciliations for Peapack Private Wealth Management (PPWM).

Position Responsibilities:

• Process all monetary postings and perform daily net settlement to Peapack-Gladstone checking account
• Perform daily reconciliation of sweep funds
• Research and correct discrepancies as necessary
• Receipt of ACH postings, as well as the processing of ACH & wire transfer rejects
• Process account closings
• Research levies and subpoenas and respond appropriately
• Assist Wealth Operations Manager in various projects

Essential Skills and Experience:

• Bachelor’s degree preferred
• Strong analytical skills coupled with a minimum of 1 year of financial analysis experience
• Excellent oral and written communication skills
• Must be an organized and detail-oriented individual with excellent interpersonal skills
• Enhanced knowledge of Excel
• Ability to read, write and speak English clearly
• Ability to operate standard office equipment including PC, calculator and copier/scanner
• Working knowledge of Silverlake and SEI’s Wealth Gateway/Trust3000 a plus

Benefits

Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)