Trusts & Estates - Associate

You are a strategic thinker passionate about driving solutions in Trust Onboarding Client Data Management. You have found the right team.

As Trust Onboarding Specialist Professional within our Wealth Management Trusts Estates , you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Review account opening forms and supporting documents, updating account/client information, terms, and fees in coordination with the US coverage team
• Interpret governing instruments and applicable law to establish account records, including payment and fee schedules
• Complete all account opening requirements by following established checklists
• Conduct QA/QC checks on new account codings
• Validate that appropriate account codings are in place

Required qualifications, capabilities and skills

• Hold a Bachelor s degree
• Bring 5+ years of financial services experience with exposure to managing client information
• Demonstrate technical skills and interest in working with data and systems
• Understand how data components work together across processes and systems
• Translate information from emails/documents into accurate system data updates
• Apply initiative, critical analysis, and sound judgment to problem solving and risk management
• Communicate clearly and concisely with strong time management, learning agility, and adaptability
• Build strong relationships with colleagues in India and across the Global Trusts Estates Practice

Preferred qualifications, capabilities and skills

• Leverage prior experience working in the Trusts Estates space

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.