Job Description
The Trust Analyst manages complex trust and fiduciary transactions, reconciliations, and compliance activities in Wealth Management Operations. This role ensures operational excellence in trust administration while maintaining accuracy, regulatory compliance, and strong client service.
Key Responsibilities and Duties
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 on...