Agency & Trust Analyst - Remote

Overview

The Agency & Trust Analyst is responsible for processing and monitoring client instructions in coordination with the Operations - Transaction Services team, facilitating client support regarding settlement investigation of Agency & Trust securities and cash transactions.

In Short

• Support clients on pension funds operational requirements.
• Track client instructions with different operations teams.
• Identify and resolve client issues.
• Analyze moderately complex reports to aid in control activities.
• Monitor and suggest solutions to minimize risk.
• Escalate transaction processing issues.
• Assist with control activities and launch of new products.
• Ensure processes adhere to audit and control policies.
• Assess risk in business decisions.
• Demonstrate compliance with applicable laws and regulations.

Requirements

• 0-2 years of relevant experience.
• Fundamental understanding of Treasury products.
• Proven ability to perform multiple activities in a high-risk environment.
• Strong communication skills.
• Ability to work in a fast-paced environment.
• Demonstrated knowledge of macros.
• Intermediate English skills (reading, writing, speaking).
• Bachelor’s Degree in Business, Accounting, or Finance.

Benefits

• Equal opportunity employer.
• Consideration for candidates without regard to race, color, religion, etc.
• Accessibility accommodations available.
• Opportunities for career growth.
• Collaborative work environment.