Product & Solutions Analyst
Core
Support trust officers in the administration of trust and estate accounts, including account opening, maintenance, closing, and estate settlement.
Role type
Trust operations analyst
Builds
Trust and estate account management processes
Domain
Banking / Fiduciary Services
Deliverable
client delivery
Required skills
Trusts & estates knowledge, Microsoft Office proficiency, tax and legal document review, client communication, estate settlement functions
Preferred skills
Finance or Business Management background
Responsibilities
Prepare force cases for transaction processing, assist officers with client communications and research, review tax and legal documentation, analyze information for trust officers, interface with clients and attorneys, perform estate settlement functions
Seniority
Individual Contributor, entry to mid-level
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