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About the role
Key responsibilities & impact- Analyzes, extracts and interprets data and information from corporate trust source documents in order to establish accurate account set-ups on all appropriate bank systems.
- Identifies, formulates and inputs tickler items to the Tickler Monitoring System(s) to ensure accurate monitoring and performance of trustee functions that are vital to the risk mitigation of the division.
- Interacts with Account Manager, Relationship Specialist, specialized units, bond underwriters, and legal counsel to coordinate movement of cash and assets for bond closings.
- Interacts with appropriate units related to critical reporting.
- Provides responsive and appropriate service regarding all aspects of post-closing account maintenance and special projects related to ongoing client and team support.
Requirements
What you’ll need- Associate's degree, or equivalent work experience
- Six or more years of relevant experience
- Ability to determine information needs and extract required information from multiple source documents
- Strong data entry skills, reading and comprehension skills
- Proven customer service skills
- Thorough knowledge of various corporate trust products
- Thorough knowledge of tax control issues and credit enhancements
- Good understanding of the typical legal agreements and duties related to corporate trust products
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Experience in SEI, Bondmaster, and/or Tickler Monitoring System systems preferred
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisdata extractiondata entryreading comprehensioncustomer serviceknowledge of corporate trust productsknowledge of tax control issuesknowledge of credit enhancementsunderstanding of legal agreementsproficient computer navigation
Soft Skills
interpersonal skillscommunication skillsorganizational skillsproblem-solving skills
Certifications
Associate's degree