обновлено 6 дней назад
Trust Analyst/Associate (Private Wealth Management)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trust Analyst/Associate (Private Wealth Management): Supporting trust administration and overseeing client accounts for ultra-high-net-worth wealth management clients with an accent on cash management, tax filings, regulatory compliance, and client service. Focus on reconciling account activity, coordinating investment account implementation, onboarding new accounts, and improving operational efficiency.
Location: Wilmington, Delaware, United States; office-based role
Company
is a global investment banking, securities, and investment management firm providing private wealth management and trust, estate, and charitable administration services.
What you will do
- Support the operation, maintenance, and monitoring of client trust accounts.
- Administer cash management activities, including journals, checks, and wires.
- Prepare tax payments and related tax filings.
- Monitor account activity, reconcile records, research historical data, and support regulatory compliance.
- Coordinate investment advisory account implementation and new account onboarding, including documentation and funding.
- Lead business development and strategic planning projects while collaborating with PWM support teams and improving GSTC processes.
Requirements
- Bachelor’s degree required.
- Ability to work effectively in a fast-paced environment and think clearly under pressure.
- Strong interest in client service.
- Self-motivated, autonomous, and collaborative working style.
- Strong verbal and written communication, organizational, and interpersonal skills.
- Commitment to excellence and high integrity.
Culture & Benefits
- Training and professional development opportunities.
- Firmwide professional networks and programs supporting personal growth.
- Benefits, wellness, personal finance, and mindfulness offerings.
- US benefits are generally available to eligible active, non-temporary, full-time and part-time employees working at least 20 hours per week.
- Reasonable accommodation is available during the recruitment process for candidates with disabilities or special needs.
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