Private Bank Account Specialist II - IM&T
Core
Facilitate, coordinate, and execute operational activities for Private Banking high net worth clients and Investment Management & Trust (IM&T) businesses, focusing on risk management and fiduciary compliance.
Role type
Intermediate Private Bank Account Specialist
Builds
Trust account funding, administration, and closing processes for high net worth clients
Domain
Banking / Private Wealth Management / Trust Services
Required skills
Trust operations, fiduciary risk management, account administration, process compliance, client callback handling, policy interpretation, multi-tasking, independent work
Preferred skills
Accounting/Finance/Economics background, Microsoft Office proficiency, knowledge of IRS Transfer Statement requirements, court accountings
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Process account funding and transactional activity, verify document accuracy and approvals, manage cost basis adjustments and IRS Transfer Statements, handle court accountings and account closings, collaborate with internal lines of business, contribute to workflow redesign
Seniority
Intermediate, hands-on IC