Analyst - Trust
Core
Manages complex trust and fiduciary transactions, reconciliations, and compliance activities in Wealth Management Operations to ensure operational excellence and regulatory compliance.
Role type
Senior IC trust analyst
Builds
Trust administration workflows and compliance processes for high net worth clients
Domain
Wealth Management / Trust Administration
Required skills
trust administration, fiduciary services, trust taxation, trust accounting, trust administration systems, advanced Excel, root cause analysis, workflow analysis, standard operating procedures development, team training
Preferred skills
trust administration platforms (SEI, Fiserv), process improvement (Lean, Six Sigma)
Responsibilities
Execute complex trust transactions including distributions, asset transfers, and trust terminations; Process estate settlements, trust modifications, and beneficiary changes; Manage trust accounting, income allocation, and trustee reporting; Perform quality checks on trust transactions to identify errors or discrepancies; Conduct root cause analysis and implement corrective actions to reduce error rates; Analyze workflows and identify opportunities for automation and efficiency gains; Develop and maintain standard operating procedures; Support onboarding by training new team members on trust systems, workflows, and regulations
Seniority
Senior, hands-on IC